Filters and Search for Bookings
The bookings table has a range of filters to help you locate the bookings you need to access. To set your filters:
- Go to the Bookings tab
- Click Show all filters
- Create your filters and Aquipa will remember these each time you return to the Bookings table
Filter the bookings table to show only bookings you are Participant of:
- Click the Participants filter
- Select yourself from the dropdown list and click submit
Using the column picker and filters you can Customise Table Views
for any table in Aquipa. To set your columns:
- Click the Column Picker button to open the column picker dialog
- Select the columns you need
- Drag columns side-to-side to finish setting up your table view
Use the Search field to identify specific bookings by custom field data. Start typing or paste characters (e.g. Purchase Order) into the search field to filter the table down to bookings with that combination of characters.
Bookings statuses define which stage a booking is at and the critical step required New - the bookings yet to be assigned a booking manager Open - the booking requires selection of a supplier Pending - a supplier has been offered the booking and ...
Manage Bookings as a Supplier
A Booking in Aquipa represents a package of work offered by a hiring client, to a supplier. Bookings are configured to the requirements of your hiring clients in Aquipa. When your hiring client creates a booking, the criteria defined in the booking ...
Manage Bookings as a Hiring Client
The Booking Panel Individual bookings are managed from the booking panel (see below). 1. Assign Booking Managers and Participants 2. Connect the Booking to a Project 3. Manage Booking Dates and Custom Fields configured for your business Click the ...
Turn On/Off Operator booking notifications
Turn On/Off Operator booking notifications You may choose to turn on or off booking notifications for your operators. Turning off notifications will mean that selected operators will not receive booking confirmation emails. To check in to Sydney ...
Assign Work Log Managers from your Business
To give specific account Users access to the Work Log menu in your aquipa account: Go to your Avatar (top-right of screen): Choose Configuration Panel Bookings Assign Work Log Managers for your business. This a multi-select field. Choose the persons ...