How to access booking invoices from the guests tab of the schedule grid

With the quick link in the session drawer, you can access the related booking invoice directly from the schedule grid without navigating away, saving you time and energy!

Read further to learn how to access a booking invoice from the schedule grid or find answers to frequently asked questions.

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New to the schedule grid? Read the article Managing sessions using the schedule grid to learn more.

 


Accessing booking invoices

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Follow these steps to access a booking invoice from the guests tab in the schedule grid:

  1. Go to the Schedule Grid (Calendar > Schedule Grid).
  2. Select a session on the grid with active bookings to open its drawer.

    Schedule grid page with annotation highlighting choosing session tile with active bookings.

  3. Select the Guests tab.

    Schedule grid session drawer with annotation highlighting the ‘Guests’ tab.

  4. Click the Booking ID hyperlink to view that booking's invoice in a new browser tab.

    Schedule grid session drawer with annotation highlighting a booking ID hyperlink.

  5. Close the session drawer by clicking the X button or pressing [Esc] on your keyboard.


Frequently asked questions

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Where can I find this feature using the menu?

  • Calendar > Schedule Grid

What permissions are required to use this feature?

  • Admin permissions or restricted permissions to View calendars.

What product availability does the schedule grid display?

  • The schedule grid only displays products with Timeslots availability.