Scheduling Setup: Bookings

Mohammed Jamal Updated by Mohammed Jamal

The following covers the Bookings section of the Scheduling Setup.

  1. The Default Public Holiday for Regular Bookings setting determines if the Schedule Booking should be express booked if the booking falls on a public holiday. Select one of the following options from the drop-down:
  • The default value of ‘Does Occur’ indicates the booking can occur on a public holiday.
  • If changed to ‘Does Not Occur’ then the booking cannot occur on a public holiday.
You can add Public Holidays in Settings > Configuration > System Management > Public Holidays. See the Public Holidays article for more details.
  1. The Default Booking Type for Person Absence is a mandatory field which defines the Booking Type that should be used to create bookings from Person Absence records. The available selection is filtered to Booking Types with a Booking Type Class of 'Booking (Service User non-care booking)' and where the Person Absence option is set to Yes. See the Adding Booking Types: Booking (Service User Non-Care Booking) article for more details.
  2. A Default Booking Type Per Staff Role Type must be set to Yes or No depending on the requirements of your organisation. This setting selects a Booking Type on the diary/schedule when the staff with a specific role type is selected.
  3. The Ignore Induction Status for Scheduling is defaulted to No. This setting is for Care Providers who do not have a separate induction process i.e. a pending applicant becomes fully employed.
  4. The Auto-Confirm Diary Bookings when set to Yes will mark all complete and delivered diary bookings as confirmed.
  5. The Valid For Export is a Care Cloud setting currently not in use.
  6. The Update Booking End Day/Date/Time when set to Yes, the booking end day/date/time are updated when the booking start day/date/time is changed. This setting also determines on edit, when the start day (on a Schedule), date (on a Diary) or start time of a booking is automatically updated based on the duration of the respective end day/date/time. If set to No, the booking end day/date/times will not update and must be manually amended by the user.
  7. When a Schedule Booking is deleted, when the Delete Reason Required - Schedule is set to Yes, a Reason for Delete will need to be entered. See the Adding a Booking Deletion Reason article for more details.
  8. When a Diary Booking is deleted, when the Delete Reason Required - Diary is set to Yes, a Reason for Delete will need to be entered.

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Introduction to Scheduling Setup

Scheduling Setup: Bookings Validation

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