Creating a vehicle booking type

Vehicle booking types are used to control recurring maintenance schedules, such as safety inspections, servicing, and MOTs. Vehicle booking types can be applied on a per-Vehicle Type basis.

Stream includes default booking types for standard maintenance, but you can create custom booking types to suit your specific fleet requirements.

Creating a new vehicle booking type

1. From the main menu, navigate to ‘Vehicle Types’
2. Select the relevant Vehicle Type from the list on the left-hand side
3. Under the ‘Bookings’ section on the right, click ‘Add’
4. Complete the booking type parameters in the pop-up window:
   1. Booking Category & Name: Select the general category from the drop-down menu and enter a clear name for the booking type
   2. Interval Type (Date / Mileage): Select ‘Date’ for time-sensitive recurrences (e.g., every 12 months) or ‘Mileage’ for distance-sensitive recurrences (e.g., every 10,000 miles). Alternatively, you can select both options and this will be based on whichever comes first.
   3. Interval Frequency: Enter the numerical frequency for the selected interval (e.g., enter ’52’ weeks for a 12-month date interval, or ‘10000’ for a mileage interval)
   4. Email Reminder: Specify how many weeks or miles in advance Stream should send an automated email notification to fleet administrators
   5. Usable if Missed: Leave this unchecked for mandatory compliance events (such as MOTs or Road Tax) so vehicles are automatically blocked from run allocation if a booking is overdue. Check this box if the vehicle can safely remain in service even if the due date is missed
   6. No. to Show in Vehicle Schedule: Enter the number of future recurring instances Stream should automatically pre-generate on a vehicle’s schedule (e.g., entering ‘5’ will auto-create the next 5 upcoming bookings for each vehicle)
5. Click ‘Save’

Enabling a booking type

Once created, the new booking type will appear under the ‘Available Booking Types’ list for that Vehicle Type. To enable this for the selected vehicle type:

1. Locate the new booking type in the ‘Available Booking Types’ list
2. Drag and drop the booking type into the ‘Selected Booking Types’ list directly above
3. Click ‘Save’ at the top right of the ‘Bookings’ panel