CLERKS | How To Create A Diary Booking

Modified on Fri, 27 Mar at 8:54 PM

Click Diaries” in the left-hand sidebar.

Booking Colour Codes

Each booking type has its own colour coding:

  • Matter Bookings (Case-related): Turquoise

  • Event (Non-case related): Purple

  • Check First: Yellow

  • On Leave / Unavailable: Red

Creating Diary Booking

  1. Click New Booking” in the top right, or click directly on an empty day in the calendar.

  2. The booking creation window will appear.

  3. Select the Booking Type at the top of the form.

  4. Enter the required information.

  5. Click Create.”

Once created, the booking will appear in your diary using the relevant colour code.

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