Prerequisites
A batch in Validated status (Ready to review). See Generate bookings in bulk.
The Generate Bookings permission.
The Confirm batches permission (for the Confirm button).
Steps
1. Open the batch
Click the batch from the Generate Bookings list. You'll see:
Sidebar - a count breakdown of Valid / Invalid / Stale entries, plus batch metadata.
Main panel - banners for any warnings + the entries table.
2. Check the breakdown
The Valid / Invalid / Stale rows in the sidebar show what shape the batch is in:
Valid - entries that passed validation and are ready to confirm into bookings.
Invalid - entries that failed validation and can't become bookings until the underlying problem is fixed.
Stale - entries that need re-checking because something they depend on (client, schedule, carer) has changed since they were last validated.
Hover any row label for a longer explanation.
3. Re-check stale entries if needed
If you see N entries need re-checking… at the top of the page, click Revalidate now. The batch re-runs validation on the flagged rows; the table stays visible while it works.
4. Filter and inspect invalid entries
Use the Invalid tab in the entries table to see what failed and why. Click any row's expand control for the per-entry validation messages.
Common ways to clear invalid entries:
Edit allocations (from the row's actions menu) - change carers or contract details, then re-validate.
Edit schedule entry - fix the underlying schedule entry (this affects all future occurrences too).
Auto-resolve carer clashes - a banner appears when invalid entries are caused by carer clashes; one click bulk-resolves them.
5. Remove unwanted entries
If an entry can never become a booking from this batch (e.g. a booking already exists for it elsewhere), drop it:
Per row - open the row's actions menu and choose Remove from batch.
In bulk - open the Invalid filter, pick one or more issue types, and click Remove matching (this drops every entry currently matching the filter).
6. Deselect any valid entries you don't want to create
By default every valid entry will be turned into a booking on confirm. Untick the checkbox on any row you want to exclude - the count next to Confirm updates live.
7. Click Confirm (N)
The batch moves to Confirming, runs one more validation pass, then transitions to Creating bookings. You can navigate away; the rest happens in the background.
When the batch reaches Completed (or Partially completed), the sidebar breakdown shows how many bookings were created and how many entries were skipped or failed.