Viewing Bookings

OneMobility provides multiple ways to view bookings.

About this task

Note:
The steps outline in this task are the quickest and most convenient methods to view a booking. However, you can navigate to the Bookings page and search for bookings there, or navigate to the Clients page, open a client profile and find a booking through the client's booking history.

Procedure

In the Global Search Box, do one of following to open a booking:
Global search box highlighted by a red rectangle
  • If you know the booking ID, select BookingId in the dropdown list.
    1. Type a booking ID in the Booking Search text box.
    2. The booking details display in the Booking Search textbox.
      A booking id is entered into the Global Search Bar and booking details pop-up. A red rectangle highlights the View Booking button.
    3. Click View Booking to open the booking.
  • Select Client in the dropdown list, and then type a client name, or client ID number in the Client Search textbox.
    Remember:
    If you are searching by client ID number, type / before the number. For example, /145.
    1. The client's details display in the Client Search box, click Bookings to open the client's Bookings page.
      Client details pop-up in the textbox

    2. On the client's Bookings page, use the fields to find a booking.

      Tip:
      You can click Three horizontal lines with the number 1 inside a circle above it.Show All Filters to expand advanced search fields to narrow down your results.
    3. Right-click a booking, and select Edit from the pop-up menu to open the booking.
      The footer appears surrounded by a red rectangle.