View A Booking

The page below will display all of the bookings you have with Titan that have been added to the Event Manager (either by yourself or Titan). You can see the status of each booking (Pencilled, Confirmed, Cancelled) along with quick access to all details, quotations and documents associated with that booking.

booking-overview-homepage

 

Filter bookings:

The screen below shows how you can filter and search for bookings by event name, date, venue, status or reference number. (the customer search option is only for Titan) To expand the filter section click the small arrow or click within the blue bar area.

booking-filter

 

Event details:

To view all of the details for a specific booking click the ‘Details’ icon.

details-icon

 

Once you have clicked the ‘details’ icon you will see the screen below.

main-booking-details

 

Venues and locations:

You can also navigate straight to a particular venue or location by clicking on the ‘venues & locations’     icon. A list of venues and locations will drop down, click the one you want to view.

venues:locations-quick-access

 

After selecting a particular ‘venue’ you will see a screen similar to the one below.

venue-direct-view

 

After selecting a particular ‘location’ you will see a screen similar to the one below.

location-direct-view

Notes:

To view a note associated with a booking click the ‘notes’ bar within each section (blue, green or orange), this will expand showing any notes for that section. There will be a title and a description for each note, you can expand an individual note by clicking the small arrow or the actual ‘full name or title’ text area. (the coloured bar with the word ‘notes’ will only display if there has been a note(s) added to that section)

event-notes

venue-notes

location-notes

 

Quotations:

To view all quotations associated with a booking click the ‘quotes’ icon.

quote-icon (not drop down list)

 

After selecting the ‘quotes’ icon (all quotations) you will see a screen similar to the one below. You will see a quotation number along with the total (ex vat) and what aspect of the booking it is associated to. You can then view a specific quotation which will take you to the section the quote is associated to.

view-all-quotations

 

To view a specific quotation click the ‘drop down list’ on the right hand side of the ‘quotes’ icon this will allow you to click a specific quotation and view the full quote underneath the section it is associated with.

quote-icon-drop-down-list

 

Below is an example of what you will see when viewing a quotation for a booking. (most quotations will be added to the ‘blue section’, unless it is a larger bookings that requires individual venue and location quotes) (the coloured bar with the word ‘quotes’ will only display if there has been a quote(s) added to that section)

quote-blue-section-view

 

Documents:

To view all documents associated with a booking click the ‘documents’ icon.

documents-view-all

 

After selecting the ‘documents’ icon (all documents) you will see a screen similar to the one below. You will see a document along with what aspect of the booking it is associated to. You can then view a specific document which will take you to the section the document is associated to.

documents-view-main-page

 

To view a specific document click the ‘drop down list’ on the right hand side of the ‘documents’ icon, this will allow you to click a specific document and view the full document underneath the section it is associated with.

documents-drop-down-list

 

Below is an example of what you will see when viewing a document for a booking. (the coloured bar with the word ‘documents’ will only display if there has been a document(s) added to that section)

document-view-specific-section

 

Continue to: Add a booking