Adding a vehicle booking

Vehicle bookings allow you to manage planned maintenance and fleet availability in Stream.

You can schedule recurring bookings, such as safety inspections, servicing, and MOTs, or record one-off events, such as emergency repairs.

Setting up recurring vehicle bookings

When a vehicle is added to Stream, required booking profiles are created automatically based on its Vehicle Type. 

These display with a red flag icon until initial due dates or mileages are assigned.

1. From the main menu, navigate to ‘Vehicle Details’
2. Select the vehicle from the list on the left-hand side to see related bookings in the ‘Bookings’ panel
3. Single-click the flagged booking profile and click ‘Edit’
4. Enter the initial ‘Due Date’ and/or ‘Due Mileage’
5. Click ‘Save’

Once saved, Stream will clear the red flag and automatically generate the recurring booking schedule for that vehicle based on time or mileage intervals.

Adding a one-off vehicle booking

For any ad-hoc bookings, such as a defect repair:

1. From the ‘Vehicle Details’ screen, select the vehicle from the list
2. In the ‘Bookings’ panel, click the ‘Add’ button
3. Complete the booking details in the pop-up window:
   1. Booking Type: Select the relevant category
   2. Description: Enter brief details regarding the purpose of the booking
   3. Due Date / Mileage: Set the target completion date or odometer reading
   4. Booked Start & End Time: If the work is already scheduled with a garage, enter the start and end times
4. Click ‘Save’

Editing or deleting an existing booking

1. From the ‘Vehicle Details’ screen, select the vehicle from the list
2. Select the booking you want to update from the ‘Bookings’ panel and click ‘Edit’
3. Update the details as required and click ‘Save’, or click ‘Delete’ to permanently remove the booking