Insurance Bookings

Adding an Insurance Booking

• To add a new insurance booking on the Enrolment, select the New Insurance button in the Enrolment Bookings panel:

Open

This will take you through to the Insurance Booking screen:

1. Select Lookup which opens a pop-up window

2. Search by Insurance service name

3. Select the Insurance service you require

Open

1. Enter the Start Date

2. Enter the number of weeks - the End Date will auto adjust; or enter the Start and End date, and the number of weeks will auto adjust.

3. Enter any Booking Comments (visible to the Administration team)

4. Click Update when finished to save and return to the Enrolment Screen

NOTE: At the bottom of every Booking screen is a panel called Enrolment Booking Finance Details. it is closed by default as it is not routinely used. It is possible from within this panel to adjust the finance settings related to the booking you are looking at ONLY. For more details, please see this article.