Booking Properties

Bookings always include a name, a start date-time and an end date-time. Additionally, bookings may include any of the following properties:

Resources & Rates

Supports one or multiple resources. Buy & sell rates can be set for each resource

Time Entries

Any time entries that were logged by resources directly to the booking

Project

Used for project reporting and sets the client and client contact fields

Client & Contact Person

Pulls through client contact info and used to prefill quotes / invoices

Status

Customise booking stages with colour-coded statuses.

Billable Items

Adhoc items with buy & sell costs that are added to prefilled quotes / invoices

Quotes & Invoices

Details about the linked quotes & invoices generated from bookings

File Attachments

Files that are related to this booking can be uploaded and attached directly

Custom Fields

Single, multi line and select menu input fields can be added to bookings

History

Details about who, changed what, including when they did it

Creating a Booking

There are currently four main methods to create a new booking in Sonderplan, though the ability to create bookings may be limited by your access permissions. If you can’t create a booking, and you think you should be able to, please contact your Sonderplan administrator.

Resource Timeline

To create a booking on the resource timeline, open the schedule, find the desired Resource and hover your mouse over the desired start time and then click & drag, moving the mouse right until you reach the desired end time or duration, then release the mouse button.

It is also possible to select the end time first and then drag left to find the start time

The Quick Edit booking sidebar opens with the selected resource prefilled. Add additional resources, project, client etc. and click the Save button in the bottom left corner of the sidebar to create the booking.

Project Timeline

To create a booking on the project timeline, open the schedule, select the Project Timeline, find the desired Project and hover your mouse over the desired start time and then click & drag, moving the mouse right until you reach the desired end time or duration, then release the mouse button.

The Quick Edit booking sidebar opens with the selected project prefilled. Add resources, client and notes etc. and then click the Save button in the bottom left corner of the sidebar to create the booking.

Schedule Calendar

Open the Schedule Calendar to either the day, week or month view and either single click and drag the time, or double-click the cell to create a booking with the default duration.

The Quick Edit booking sidebar opens. Modify the preset time, add resources, project, client and notes etc. and then click the Save button in the bottom left corner of the sidebar to create the booking.

Copy & Paste Booking

To create a booking from an existing booking, left single click an existing booking, then press ⌘ + cCtrl + c to copy the booking. Move the mouse pointer to another day and then ⌘ + vCtrl + v to paste the booking.

Alternatively, right single click and existing booking, click Copy and then right-click on the day you wish to copy the booking to and right single click Paste.

The behaviour of booking Paste varies, based on your current view. On day views, the booking will be pasted directly where the mouse pointer is. On any other view, the booking will be pasted with the original start time.

Editing Bookings

There are currently two interfaces to edit bookings, the Quick Edit Sidebar (available on the Schedule only) or the Booking Editor. The Quick Edit sidebar only allows editing of a limited set of properties, the Booking Editor has the ability to edit all of the booking properties.

Quick Edit Sidebar

Available on the Schedule Only

When on the Schedule, the fastest method of editing bookings is the Quick Edit window. To open it, you can single click on a booking and then press ⌘ + eCtrl + e to open the booking in the Quick Edit sidebar.

Alternatively, you can open via the Quick Info Popover, by clicking on the Pencil Edit Icon.

Booking Editor

To edit all the properties of a Booking, use the Booking Editor, which is available on the Schedule and from the Booking Data Table.

To open it from the Schedule, single click a booking and then press ⌘ + oCtrl + o, or use the Quick Info Popover to open load the booking into the Booking Editor.

The Booking editor loads a read only preview of the booking, click the Edit button to make changes.

Comparison of Editors

The following is a break-down of the features available in the two booking editors.

We are working on improving this and a future version of Sonderplan will combine these two editors into a single interface
Booking PropertyBooking EditorQuick Edit Sidebar
Name
Start & End Date
Duration
Project
Client
Status
Custom Fields
Notes
Resource Rates
Billable Items
Quotes
Invoices
Time Logs
File Attachments
Print Booking
Prefill Quote / Invoice
Booking History

Booking Locks

Sonderplan prevents the possibility of losing changes to bookings caused by multiple people editing the same booking, through the use of Booking Locks.

When a booking is opened in either the Quick Editor Sidebar, or the Booking Editor, Sonderplan will initiate a booking lock for that user. The booking lock prevents other users from opening the same booking until the lock owner closes the booking editor, or until a period of 10minutes has passed.

Before a booking locks, the owner is shown a 30-second countdown giving them the opportunity to extend the lock for another 10minutes. If a booking lock has expired, the owner editing the booking will see a notice that the booking was locked and will need to reopen the booking to receive a new lock.

Live Updates

Sonderplan will broadcast changes when bookings are created, edited or deleted to all authorised clients, avoiding the need to manually refresh the Schedule. Live updates require a constant connection to our live update service, and you can see the status of this service in the bottom left hand corner of the main application screen.

There are some instances where live updates won’t be received, usually because the computer went to sleep, or there was a network interruption. In this case, Sonderplan will show a button that will initiate a manual Schedule re-sync.

Updating Multiple Bookings

To update the properties of multiple bookings, you can use the checkboxes feature of the Bookings Data Table to select multiple bookings and edit certain properties, en masse.

Deleting Bookings

Bookings can be deleted directly from the Schedule, the Bookings Data Table, within the Quick Edit Sidebar and the Booking editor.

On the Schedule you can trigger a delete by single clicking a booking and either pressing deldel or clicking the delete icon in the Quick Info Popover. The delete confirmation window can be confirmed by clicking Delete or by pressing ⌘ + ⏎Ctrl + ⏎

Before a booking is deleted, a confirmation window will be shown to confirm the action.

Currently, deleted bookings cannot be restored via the user interface (UI). However, it is possible to retrieve a deleted booking via the Booking API.

Learn More

Schedule Views Overview

Explore the different schedule views available in Sonderplan, including timeline, calendar, and grid layouts—each designed to support different planning needs.