How to create a diary booking (Non-barrister)

How a clerk/non-barrister can create a diary booking in BarBooks for Chambers

The guide and video below, will walk you through how to create a Diary booking, navigate the different diary views and navigate the Bookings tab. 

1. Navigate to the  “Diaries” tab on the side bar.
2. As a clerk you will be able to see everyone’s Diary including your own. 
3. You can switch between Barristers Diary’s, Non-Barristers Diary’s and your own. 
4. Each booking type has its own specific colour coding as detailed above. 
5. Click on a specific day to bring up a more detailed Day View. 
6. Click on the “Filter” button to further define your Diary view. 
7. Use the toggles to alter the date range and view. 
8. You can share the available barristers profiles by selecting the relevant tick-boxes on the left hand side and clicking "Copy selected profile"- You will now be able to paste their profiles into an email. 
9. To Create a diary booking Click on “New Booking”.
10. Select the Type of Booking you want to create. 
11. You are able to create a new Matter through the Matter Booking option by selecting the "New Matter" tick-box. 
12. Enter in the necessary information.
13. Click “Create”.
14. A “Matter Booking” will be linked to a Matter and appear within the Bookings sub tab within the Matter. 
15. “Matter Bookings” , might will also need to be Accepted or Rejected by each participant depending on your settings. 
16. A Diary Booking can also be created by clicking on the appropriate day and Selecting “New Booking”.
17. You are also able to see a List-View of all Bookings created by navigating to the Bookings tab on the side bar.