How to make an onsite booking
- Navigate from the Dashboard to the Onsite Bookings tab in the navigation bar. Then select from the free time slots in the Onsite Booking Request calendar.
- Select who you would like to make a booking. An example is showing for an Employee Consultation
- Select whether you are making a booking for an existing employee or a new candidate.
- If they are an existing employee, you can search for them by name in the field provided.
- If they are a new candidate, click + Add new and complete the required fields to create a new candidate file. - Select from the drop-down menus for the Consultation Type, Available Assessments and check the schedule location is correct and click Next.
You can also Edit the candidate details if need be. - Select the Work Status for the booking as well stating the outline of any injuries. You can also add notes into the Notes section, then click Create