A new booking: checks, CQC and the agreement

When a client books, check the details, send the agreement, then create the shifts.

Step by step

New bookings show on Today and under Bookings as New, needs shifts. You're emailed too. Click to open it.
Check the booking details, the code name staff will see, and the task checklist.
Set the rates first. See the rates topic.
Under Checks before any shifts, click Send agreement. The client is emailed a link to review and sign. It works for 30 days.
For care work, check the CQC panel. Click Open on the CQC register, then I've checked the CQC register.
Under Shifts, click Create the first 4 weeks of shifts.
Then add workers. See Add workers to shifts.

Care shifts can't be created until CQC is checked and, for newer care bookings, the agreement is signed. Cleaning only shows a warning.
If you need to go ahead anyway, Create shifts anyway appears and the override is noted in the history.
Changing the rates makes a signed agreement out of date, so send it again.
Add a booking opens the booking form if a client phones you.