How to apply an automatic minimum due date to bookings?

Created by Shaikh Mudassir Khalid, Modified on Mon, 18 Dec, 2023 at 3:44 PM by Shaikh Mudassir Khalid

  1. Click on the option Organisation from the left navigation bar.

  2. Locate the option ‘App Settings’.

  3. Click on the option Preview’.

  4. Click on the tab ‘JOBS’ located at the top of the screen.

  5. Locate the section ‘Job Automation’.

  6. Locate the subheading ‘Apply an automatic minimum due date to bookings (Available date+X Business day(s) minimum)’.

  7. Click on the checkbox ‘Enable for my organisation’. After clicking on the checkbox, a drop-down list will be populated requiring a numeric value to be selected.

  8. Select the desired value from the drop-down list. This value will become the intended due date for a job. For example, a booking with an available date of Monday and an automatic due date of 4 days, would be due on Friday. 

  9. To enable this setting for the portals, please click on the checkbox ‘Enable for my portals’ and repeat the above steps.

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