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Live Bookings Availability for Clients
Live Bookings Availability for Clients

Show clients your availability to avoid being overbooked on certain days and times and set rules for notice periods and available slots.

James avatar
Written by James
Updated over a week ago

Key Features: our system automatically calculates availability based on existing bookings, team holidays, periods unavailable and geography of the booking. Clients can also now see a Live Calendar view on the 'Add Inspection' page which displays available time slots.

Live Availability is also supported on our new Workstreams Booking Forms for Workstreams Suppliers.

Key Benefits: clients can instantly see when you're available, you can manage your team resources, overbooking is avoided and shortfalls quickly identified and planned for. This feature provides automatic calculated availability based on existing bookings, team holidays, black out periods and geography.

This feature is currently for Enterprise users only - it is also available as an add-on to your current plan; please contact our Support team for more information.

InventoryBase have added a new feature so that your clients can now see a Live Calendar view on the Add Inspection page to display available time slots.

Clients will need their own login to be able to use this feature, please read this guide here on how to add Clients onto your account.

After you add the client to your account, they then have the option to book in any future inspections using InventoryBase by selecting Add Inspection. They will find this button on the top right of their Dashboard or Inspections page.

The first screen will be the property screen, where the client can type a new property address or click the 'Existing Property' button to select an address you've already added before.

On the next screen the client can then select the Report Type, date and time of the Inspection.

Here they also have the option to upload any PDFs/Word Documents too. Example of existing documents they may wish to upload vary from previous reports (for example if you are doing the Check Out and would like access to the Check In), gas and safety certificates, and so on.

The green dots symbolise available time slots that the clients can click to book. Clients can simply click to highlight the time slot.

Once they have selected the time slot, they can then add any additional notes, contacts, and the location of the keys before saving the booking, by clicking Save and Continue

They are not able to select the Clerk, and inspections are only created provisionally until you confirm them. Click here to read about the TBC feature.

When the Inspection has been created. The client will be able to see the following screen:

You will then be notified to confirm and assign a clerk to the job. You can confirm the job by select the settings icon next to Conduct Date. You can also click Edit icon next to the Template section to apply a template to the inspection.

You can view the client's document in the Uploads tab.


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