Select Booking from the main menu then select Add Booking.
Booking details
Mandatory fields are:
Stallion - stallion being booked for the service.
Season - season the service will occur.
Mare - mare to be serviced.
Type - type of service.
Status - booking status - confirmed, unconfirmed, cancelled or rejected.
Other fields:
Owner - Owner of the horse that is the main contact for the service.
Agent - Agent managing the booking.
Fee details, payment details, who to charge and what service account to use.
Fee Details
Service fee - how much the service is being charged at
Tax - tax on service fee. Automatically calculated at the tax rate set up for user's domain.
Agent commission - Flat fee or percentage
Commission percentage - if percentage is selected for the agent commission the percentage of the service fee is entered e.g. 5%
Commission amount - If the agent commission is a flat fee an amount can be entered. If the agent commission is a percentage amount is automatically calculated.
Tax - tax for the agent's commission. Automatically calculated at the tax rate set up for user's domain.
Payment Details
Payment due - Birth if live foal, final scan positive or Other
Due Date - Date the payment for the service is required.
Date Paid - Date the payment for the service is received.
Charge To
Who to charge - Owner(s) at date of service or Current owner(s)
Service - service account the booking service to be charged to
Contract dates for printed, emailed and received. Miscellaneous section for comments and who took the booking.
Contract Details
Printed - updated by the system when Print contract is selected from Contracts view and a PDF or Word document is created. Can also be manually added.
Sent - updated by the system when Email contract is selected from Contracts view and a contract is emailed. Can also be manually added.
Received - date manually added when the signed contract has been received back.
Miscellaneous
Booking comments - free form text
Booking notes - free form text
Taken by - person that took the booking. Need to be set with a role of employee to be in the drop down list