Keeping bookings within a client's case or funding period matters: sessions booked past an end date or over the allocated amount may not be billable or compliant. With this setting on, splose checks each booking against the client's case and funding periods and stops any that would exceed the limit or end date. You catch the problem at the point of booking, not at invoicing.
You can control this setting in two places: as a default across your whole workspace, or within an individual client's case. In this guide, we'll show you how to set it up in both, and how the two interact.
Before you begin
When you create a booking, if the toggle is turned on and the booking exceeds either the case or any funding period, you will see the following when you try creating the booking:
How-to
Tip: If you allow bookings to exceed case or funding periods within a client's case, this will take priority over the toggle in the Workplace Settings.
This toggle is available in two places:
Set up this up via Workplace Settings
This sets the default for all new cases across your workspace. The steps below outline how to switch it on or off.
Note: This is toggled ON by default.
Log in to splose.
Select the Settings icon in the top-right corner.
Under the Workplace menu, select the Details sub-menu and scroll down.
Under the Cases section, you can switch the toggle on and off.
Select Save.
Note: If you toggle this off, you will be prompted whether you would like to turn this setting off for new cases, or for new and existing cases.
Set this up within a client's case
Use this when you want a specific case to behave differently from your workspace default.
Log in to splose.
Select the Client menu.
Select the client that you would like to toggle the block on/off.
Select the Case option in the side panel.
Select the Actions drop-down menu, then select Edit.
Select the Block bookings from exceeding case or funding periods toggle, depending on whether you would like this on or off.
Select Update Case.