Available to subscription: Fleet Management
User role: Employee and Fleetmanager
What can you use the Booking page for?
On the Booking page you create, edit and delete bookings of the company's pool cars. If you book through Outlook instead, the bookings must be created in Outlook. See Fleet - Outlook integration for booking pool cars.
How to find the page
1. Select Fleet vehicles in the menu on the left.
2. Click Booking.
The calendar shows the vehicles in two groups: Prioritized vehicles and Other vehicles. Prioritized vehicles are the cars your fleet manager recommends that you use first if possible, e.g. because the lease is about to expire. When you select a vehicle, they are called recommended.
The toolbar
- Select which vehicles are shown in the field at the top.
- New booking: create a booking.
- Day, Week, Month, Year and List: change the calendar view.
- From today, Timeline, In one calender, Auto Fit Rows and Show time: adjust how the calendar looks.
- Use the arrows and the date to change the period, and click Today to go back to today.
Create a booking
1. Click New booking, or right-click a time in the calendar and select New booking.
2. Select the employee under Booked for employee. The field is required.
3. Enter start and end.
4. Optionally fill in name of booking, purpose and note.
5. Optionally select vehicle requirements, e.g. towbar.
6. Click Select vehicle. By default the recommended vehicles are shown. Click All to see all vehicles.
7. Select the vehicle, and click OK.
8. Click Save.
If you select a vehicle that is not recommended, you must fill in the field Reasons for choosing a non recommended car before you can save.
Edit or delete a booking
Edit a booking
Left- or right-click the booking in the calendar, and choose to edit it. If the booking has already started, you can only change the end time. After that you can create a new booking if needed.
Car booked by someone else
If a car is booked by another user, you cannot book it until the booking has been edited or ended by that user. The same applies the other way round: if someone else needs the car, you must end your booking first.
Delete a booking
Left- or right-click the booking, and select Delete. Bookings that have started or are in the past cannot be deleted. They can only be ended by changing the end time.