View all Service Bookings for all participants, or view by Participant and Plan only
Select Service Bookings from the Dashboard or Main Menu to view all Service Bookings for all Participants.
Search by Participant, Plan or Status and filter by column if required.
To view Service Bookings for a Participant and their current Plan, you can select the Participant select List Bookings from the menu.
All Service Bookings for the selected Plan will display. To view Service Bookings for a previous Plan, click Switch Plan in the left menu, select the Plan to view.
- To View the Service Booking Details page click on the Booking Number
- For a quick snapshot of the categories included in the service booking hover over the
icon - To Edit or Delete the Service booking or Exclude from the budget, click on the ellipsis icon to the right. You can edit or redistribute category spend in Core Categories using this function.
Next Article: Edit Service Bookings