Booking form configuration

Learn how to configure the presentation and distribution of booking forms


Overview

This article explains how to configure booking form settings to apply your company’s logo and brand.

Pdf template

Navigate to Settings > Company Info and expand Bookings section

Booking document template configuration

Here you can upload PDF templates to be used as branded stationery when generating candidate and client booking forms. From this section you can specify an email address that will receive copies of all booking confirmations and also upload branded booking confirmation templates.

Email

Scroll down to view the remaining booking options

Booking email configuration

This section allows you to customise the content of booking confirmation emails sent to candidates and clients.

These templates can be tailored to reflect your organisation’s communication style.

You can also specify an email address that will receive copies of all booking forms.

Other Settings

You can change the booking form colors and specify custom text for notice period and extended hire period in the standard template.

To change these settings, navigate to the configuration screeen under settings and create values for the following:

  • BookingFormDocumentColors
  • BookingNoticePeriod
  • BookingExtendedHirePeriod
Configuration list


Next

Core configuration

Learn how to configure the core system

Timesheet configuration

Learn how to configure the presentation and distribution of timesheets

Additional configuration

Learn how to configure additional areas of the system