Disclaimer: Make sure you have completed the Initial Set-up Process before you try and set up a New Booking.
How?
Click on the Calendar option from the top menu bar.
Find the date, time and resource and press your cursor on the time you are interested in starting your booking. You will see a different window that will ask if you want to create a single event or use the Booking Manager. Press the "Use Booking Manager" Button.
You can search by a variety of ways to find an existing booking:
Enter in a partial name of the booking or the contract ID
Type in the Customer name or ID #
Search by a date range of events
Enter in a User (Employee) to search all booking created by them
Click the "+ New Booking" to add a new booking.
Type the name of your Booking and select the Event Type you would like to use. Click "Save New Booking" button.
The next screen will allow you to edit the event settings such as resource, time, rate, etc. If it is a one day event, select the proper event start and end time.
Daily Repeat: Switch the toggle to Daily. If you want it to repeat every day for a set date.
Weekly Repeat: Switch the toggle to Weekly. If you would like an event to repeat weekly for a specific day (Tuesday) for 4 weeks for example, here is that would look.
Repeating Events: Click the toggle to turn on the repeat option (Note: the date above will be the 1st date of the series).
Fees: All fees that meet the requirements set at the resource's booking options will appear automatically after you set the date and time of your booking. You can select which ones you want to include and delete the ones you do not. If you would like to charge an additional fee not listed, you can type this in the free form box and that product will appear. You can even add products to the Event Type which will appear as "suggested fees".
Click "Save Event" when you are all done.
Your Scheduled Events will appear on the Booking Page along with the proposed cost for each event. You can press the 3 vertical dots to make any edits to the event, duplicate it, or delete it.
Item Rentals: If you decide you need to rent out certain products from your inventory, you can do this through the Booking Manager. Check out this help article on how this needs to be set up beforehand.
If you click the Fees section on the left hand side, you can add a deposit to the booking or any other product that you would like to attach to the booking as a whole but not to an individual event.
Click on the Settings on the left hand side to add any "Payment Terms" and/or "Additional Notes" that will appear in the Customer's Contract.
If you have enabled Business Intelligence Reports (aka Jasper) in your Company settings, you can click Contract on the left hand side to see your customer's Contract to view all of the events with the Conditions you set, etc.
You can upload any Files or Documents by clicking "Files" on the left hand side.
Once you have things set, you can click "Create Invoice" and an Invoice under the customer's name will be created (Note: An invoice will not be emailed. This is what the Contract is for. Once you are ready, you will send the contract).
If you delete or modify any of your events, the Invoiced amount will reflect these changes automatically. Also on the Invoice, it will display that these events no longer are occurring.
The changes will automatically be reflected if there is an Edit or Deletion on the Contract.