Simple View Toggle for Bookings
The Simple View toggle for bookings is a feature that allows you to switch between the standard booking view and a simplified interface. The simple view is designed specifically for cases such as ad hoc or external purchases, showing only the most basic booking details and associated manual line items, with all other fields set to default values.
Special Use Cases: The simple view will not replace the standard view for all bookings. It is a special option for scenarios where only basic details are needed, such as quick third-party purchases or manual line items. In the Simple View for bookings, all non-essential fields are set to default values, allowing you to quickly enter only the basic booking details and manual line items. You do not need to fill out additional fields (these are automatically populated with standard defaults by the system) streamlining the process for quick or ad hoc entries.
Look for the “Simple View” toggle located upper left corner of the bookings interface. The toggle is also available in the following areas where users can view booking details:
- Quick Actions> Adhoc Booking
- Client Calendar
- Client Service Orders
- Staff Calendar
- Service Requests Board
- Service Review Board
Note: Simple View is not supported for shift bookings or for ad hoc bookings linked to social group events.Click the toggle to open the booking in simple view. Only essential fields will be displayed, with most options set to default values. The required fields shown are: Client, Service/Product, Date, Start Time, and Duration.
Enter Required Information: Fill in the required details (basic booking info, manual line items, attachments if needed).
Switch Back if Needed: If you need to access more fields or details, use the toggle to return to the standard view. The system does not record which view you use, so you can switch between views as needed.
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