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Creating Service Bookings

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Maica allows users to create Service Bookings directly from within the Salesforce platform, via the NDIS digital systems (API). When creating Service Bookings, the solution will enumerate all available Plan Budget items for the Participant’s currently active Plan and allow for the creation of associated Service Booking records.

In order to create a new Service Booking, follow the below steps:

  1. Navigate to a Plan associated with a Participant (Contact)

  2. Click the Create Service Booking button

  3. The below dialog is presented which will pre-populate all available Plan Budget Items

  4. Select the Dates of the Service Booking manually or choose to use the Plan Dates instead to allow the Service Booking to run for the duration of the Plan

  5. Choose to either create a Plan Managed or Standard Booking

  6. Remove the Booking Items you do not wish to create - by default, all available Plan Budget items are shown

  7. Confirm the Service Booking and click the Submit button

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