Booking confirmations let you check that your contacts can make it to the tasks they're assigned to in your job schedule. You can now view and send confirmations by contact or by task, and bulk select to send many at once.
Please note: contacts assigned to tasks in the schedule must have an email address in their contact record in Buildxact to receive booking confirmations.
Open booking confirmations
Open your job and go to the Schedule.
Click Booking confirmations.
Choose how you want to view confirmations
At the top of the booking confirmations window, use Sort by to switch between two views:
Contact: see each contact and every task they're assigned to. This works well when you want to confirm one subcontractor or supplier for all their work on the job.
Task: see each task and every contact assigned to it. This works well when you want to confirm everyone for a stage of the job, like framing or plumbing rough-in.
Use the search bar to quickly find a contact or task name.
Send booking confirmations
Tick the box next to each contact or task you want to send a confirmation to. To select everything, tick the box in the header row.
Click Send to selected.
You can send confirmations for multiple contacts or multiple tasks in one go, so there's no need to send them one at a time.
Once sent, the Status column updates to Sent and the Last sent column shows the date.
What does my contact see?
Your contact receives an email asking them to accept or decline the booking.
How do I see who has replied?
In the Assignees column of your schedule, each contact shows as a circle with their initials. The colour of the circle tells you where their booking is at:
Blue: sent and waiting for a reply
Green: confirmed
Red: declined
Hover over the circle to see the contact's name and status, e.g. "John Smith - Sent".
You can also click Booking confirmations again at any time. The Status column shows who has Confirmed, who has Declined, and who hasn't replied yet.
What happens if a task moves?
If you change a task's date, we remove its booking confirmation so it's ready for a new one to be sent. This stops a contact's old confirmation showing against the new date.
Open Booking confirmations, select the contact or task, and click Send to selected to send a new confirmation for the updated date.
Need help? Reach out to our support team – we're here to help!