Enabling the Feature (Annual Plan Add‑On)
If your subscription does not include this feature:
Go to Settings → Subscription.
Find the Item Booking Screen Add‑On.
Enable it (requires an annual plan).
The feature becomes immediately available after activation.
Summary of Key Benefits
Advanced scheduling for complex operations
Visual, drag‑and‑drop controls
Fast reallocation and timeline edits
Detailed filtering for clear visibility
Ideal for dynamic teams handling constant adjustments
1. Accessing the Item Booking Screen
Navigate to Inventory.
Select Item Booking Screen (New).
The screen will load with:
A product search panel
Detailed status filters
A visual booking timeline showing reservations and allocations
2. Searching for Products
Use the Search bar to find a product or product group.
Type keywords such as product name, category, or code.
Matching products will appear with availability and scheduling details.
This helps you quickly locate items before allocating them.
3. Filtering by Status
Open the Status Filters panel.
Select one or more filters such as:
The booking timeline updates instantly to show only matching items or reservations.
This is especially useful when dealing with last‑minute changes or capacity constraints.
4. Dragging Reserved Bookings onto Physical Items
Locate a reserved booking on the timeline (usually shown as an unallocated block).
Click and drag the reservation onto the desired physical item row.
Release to allocate the reservation to that item.
The item is now assigned, and its status updates accordingly.
5. Extending or Shortening Rental Periods
On the booking timeline, hover over the start or end of a booking block.
Drag the edge left or right to adjust the rental duration.
Release to confirm changes — the schedule updates automatically.
This allows instant timeline adjustments without opening booking records manually.
6. Reallocating Items
Select an allocated booking on the timeline.
Drag it to another physical item row.
Drop it to complete the reallocation.
Useful when swapping items for maintenance, conflicts, or last‑minute substitutions.
7. Reverting Items Back to Unallocated
Select an allocated booking block.
Drag it back to the Unallocated area or click the Revert option (if shown).
The booking now appears as unallocated and ready for re‑assignment.
Perfect for reorganising workflow on busy days.
8. Managing Last‑Minute Changes
The new screen is designed to simplify real‑time scheduling updates:
Quickly fill capacity gaps
Reassign items when stock is moved
Adjust for unplanned off‑hire
Resolve overbookings visually
The drag‑and‑drop interface ensures changes are fast, intuitive, and accurate.