When to use this
Setting up bookings for the week / month / quarter ahead.
Re-generating bookings after a schedule change.
Filling in bookings for a new team or service.
If you only need to create one or two bookings, use the regular booking-create screen instead.
Prerequisites
You have the Generate Bookings permission.
Your clients have active schedule entries and service contracts for the date range you want to cover.
Steps
1. Open Generate Bookings
In the main menu, click Generate Bookings. You'll see a list of recent batches (each one is a single bulk-creation job) and an Add (+) button in the top right.
2. Start a new batch
Click the + icon to open the Create batch bookings page.
3. Pick a date range and (optionally) teams
Date range - the start and end dates the batch will cover. The chart below the form previews how many schedule-entry occurrences fall in that range and which ones already have bookings.
Team(s) (optional) - leave blank to cover every team, or pick one or more to scope the batch.
4. Name the batch (optional)
The system generates a name like "Batch #42 · 1-7 Apr 2026 (Team A)" automatically. You can type a custom name if you want something easier to recognise in the list.
5. Click Start
The batch begins building entries in the background.
After a moment you'll be taken to the batch's detail page. Watch the status:
Building entries — loading every relevant schedule entry.
Validating — checking each draft against carer availability, contracts, and overlaps. The valid / invalid counts tick up as it works.
Ready to review — review the entries (next article).
You can navigate away at any time; the batch keeps working in the background.
Common issues
"Cannot start a new batch …" red panel: another batch is already mid-creation for the same schedule entries. See Troubleshooting: blocking batch panel.
Bookings created lower than chart preview: the chart counts every eligible schedule occurrence; the batch additionally filters by service contract, suspension, and existing bookings. The two won't always match.