We're rolling out a redesigned booking form across all organizations. New organizations get it by default, while existing organizations will receive it gradually.

The new layout introduces two key improvements:

During the rollout, you can temporarily revert to the previous booking form by opening any booking, clicking the three-dot menu, and selecting Switch back to old booking layout.

Think of it as a bridge: switch back and forth as many times as you like to compare the two at your own pace. This option will be phased out as the rollout completes.

📌 This setting is per user and won't affect your teammates.

When working with bookings in the Resource Planner, you can work in two modes:

Compact: an inline popover that appears directly on the timeline. Great for quick edits without leaving your current view.
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Expanded: a full side panel that slides in from the right, with all options visible at once. Ideal when you need more context or want to fill in additional details.
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To switch between modes, use the ↗ icon to expand and the ↙ icon to collapse back to compact.

When creating a new booking, first choose the booking type using the tabs at the top of the form:

Then fill in the main details:

The booking form is available in both compact and expanded modes. Use the ↗ icon to switch to expanded if you need access to additional options.

📌 Tentative is available during creation in both modes — toggle it on directly in the form before saving.

You can create identical bookings for several people in one go. This option is only available in the expanded modal: use the expand icon in the bottom-right corner of the compact modal to switch.

In the expanded modal, the Assignees field supports multiple people. Select everyone who should receive the same booking setup and click Create bookings to confirm.

📌 Adding multiple booking assignees is available on the Ultimate plan only.

When creating a booking, choose how you would like to allocate the person's time. Options include Hours per day, Percentage, and Total.

When selecting or changing a service, the service field shows a colored badge indicating how many hours remain to be scheduled on that service.

📌 The badge updates after saving.

The badge color tells you where the service stands:

The calculation method depends on your admin's setting in Settings > Resourcing > Planning & scheduling:

👉 Learn more in the Left to Schedule in Resource Planner article.

Custom fields let you add additional information to bookings beyond the default options.

📌 The compact modal shows required custom fields only. Switch to the expanded modal to view and fill in all custom fields.

👉 Learn more in Managing Bookings with Custom Fields.

Bookings are confirmed by default. Toggle on Tentative in the booking form to reserve a person's time without committing it as confirmed capacity, as tentative bookings don't affect availability but can still be used to analyse potential revenue and cost.

👉 Learn more in Tentative Bookings.

Add a note while adding the booking for easier analysis as you progress. The note will be accessible in your Bookings data source report.

Automatic time tracking logs your team's work hours based on their bookings, making time management easier and reducing manual time tracking.

📌 This option is only available in the expanded modal.

After saving the booking, at the bottom of the expanded modal, you'll see a Show history link. Click it to view a full log of all changes made to the booking.

👉 Learn more in Viewing Booking History.

📌 This option is only available in the expanded modal.

After saving, click any booking to open it and adjust the allocated time, service, note, or date range. Click Save to confirm changes.

Access additional options via the three-dot menu in the top-right corner:

📌 Deleted bookings can be found and restored in the Recycle Bin.