Set up reminders for key events like due payments, document submissions, or possession dates. Stay on top of deadlines and ensure timely action from both customers and staff.
Navigating to a Booking Record
You can access the Booking Summary Page through either of the following methods:
Option A: From Manage Plots (Non-Interactive)
- Navigate to Plots Management > Manage Plots.
- Use the filters to find your desired plot or flat.
- In the Status column, click on “View Booking”.
- This will redirect you to the Booking Summary Page.
Option B: From Interactive Digital Layouts
- Go to Sales Desk & PoS > Sales Desk - Projects.
- Select the desired project.
- You’ll be redirected to the Back Office Interactive Layout.
- Click on the preferred Block or Flat.
- A Booking ID will be displayed—click on it to open the Booking Summary Page.
Viewing and Managing Booking Reminders, Tasks & Work Schedules
You can use this section to track booking-related activities such as work schedules, important reminders, follow-ups, possession dates, or any other tasks associated with a specific booking.
Managing Reminders / Tasks / Work Schedules in the Booking Summary Page
Within the Booking Summary Page, scroll to the Reminders / Tasks / Work Schedule table to:
- + Add Reminder / Task: Create a new task, reminder, or milestone associated with the booking.
- Edit Icon: Update or delete an existing record.
Note: If you set "Share with Client?" to Yes, the task will be visible in the customer portal. This is useful for communicating possession schedules, progress updates, or important reminders.
Viewing and Downloading All Booking Reminders / Tasks / Work Schedules
To view and manage all reminders or tasks across bookings:
- Navigate to Bookings Management > Booking Reminders / Tasks / Work Schedule from the sidebar.
- Use filters to find specific records or timelines.
- Click Download Excel Report to export the data for tracking or reporting purposes.