Clear a request out of Bookings.

Every card stays in Bookings until you decide what happens to it. Press Create job, Mark done or Dismiss, and the card leaves the list.

Steps

1. Click Bookings in the menu.
2. To book the work, press Create job, or Create return job on a Return visit card. JobField uses the customer already on file with that phone number, or adds a new customer, and the new job opens. A request with a date and arrival window is placed on that date and window.
3. For a message from your Receptionist that you have handled by phone, press Mark done.
4. For spam, a duplicate or a request you are turning down, press Dismiss.

Good to know

Mark done only appears on messages from your Receptionist. A booking request you settled over the phone without booking a visit has no Mark done button, so press Dismiss to clear it.

Mark done and Dismiss send nothing to the customer. If you are turning someone down, call or text them first with Call or Message on the card.

There is no list of cleared requests and no undo, so a card you remove cannot be brought back into Bookings. A request you turned into a job carries on as that job.

If a teammate already cleared the same request, pressing Create job shows the message This booking was already handled, and no second job is made.

If Bookings shows a card with a See plans button instead of your requests, your current plan does not include this part.