Create a recurring booking

Recurring bookings can be created using the Scheduling module.

Recurring bookings are bookings that occur at the same time, on the same day each week, or fortnight.

The following instructions follow the recording of a planned session and the creation of a booking record.

Note – bookings can be created for a variety of programs, including CHSP and NDIS.

Instructions

Step 1. Log into your CRM database (refer to Logging On for further information).

Step 2. Search for the required Client.

If the client you need does not exist in your database, continue with the creation of a new client, ensuring all required details are captured.

Step 3. View the Client record

Step 4. Scroll to the Case sub-panel. (e.g. NDIS Support Plan or CHSP Case)

NDIS:

CHSP:

Step 5. Select the required Support Plan or Case

The Case page is displayed

Step 6. Scroll to the Activities or Services sub-panel

NDIS:

CHSP:

Step 7. Click Create

The Activity/Service window is displayed

Step 8. Enter the required information

The following information is required for scheduling:

Start Date and Time
End Date and Time
Location: where the activity is required. This will default based on the selection in the service/activity.
- Client Home Address
- Contact/Organisation Location e.g. Community Centre
- Ad Hoc Location

Note - the information should be created for the first activity/service in the schedule. If the sessions will happen every Monday, create the first one for next Monday.

Step 9. Booking details

To enable scheduling functionality, you must select booking:

NDIS:

Would you like to book this activity?: – Select Yes

CHSP:

Book this service?: – Select Yes

Enter all other required information

Step 10. Click Save

The Booking page is displayed

Tip: Creating a booking creates a record, but does not create a calendar reminder.

Step 11. Enter required information

Booking Information

The information from the entered activity/service is populated.

Confirm that the Start and End dates are correct.

The Start and End dates refer to the first session in the series. The times will be used for any subsequent sessions, but the dates will change.

Booking Recurrence

Select Recurring from the Booking Recurrence Action drop down list

Select the required recurrence for the activity/service

Frequency – select weekly, fortnightly or 4 weekly. The first session will be based on the start date/time in the booking information section
Ends – if this activity/service is temporary, select an end date for the recurrence.
Date To – only appears if you select ‘On a nominated End date’
Days – select which days of the week the sessions will take place.
- If Monday and fortnightly is selected, the session will be created every second Monday, starting with the booking information date.
Create Bookings – by default bookings will be created for the next 28 days. If an end date has been entered, you may choose to create all booking up until the end date.

Booking with an end date:

Booking with no end date:

Service Required

The Service type selected in the activity/service is displayed

Service Location

If Client Home has been selected in the Service/Activity, the field will be populated, if not, click the dropdown button to find the required location.

Step 12. Click on the drop down

Step 13. Select one of the location options:

a) Select the client’s home address from the list,

b) Select ‘Select Contact/Organisation Location’ option – a new field will appear allowing you to select an existing contact or organisation as the desired location