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Create a booking without an enquiry

Use direct booking when the job is already agreed or the client is returning.

Start from Bookings

Use the actual scope. A new job for an existing contact should attach to that contact rather than duplicating it.

  1. Open Bookings and choose New booking.
  2. Select an existing client or create a new client during the booking flow.
  3. Enter event type, date, schedule, services and agreed amount. Review the final summary before confirming.

After saving

Open the booking to review its status, schedule and money tab. A confirmed booking can set up a project and invoice. If setup is incomplete but the booking exists, use Finish booking setup or Retry project setup on that booking before creating anything again.

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