--- title: "Planner Bookings | GTX Planner" slug: "planner-bookings" description: "Learn about Planner Bookings in Marlin GTX trusted automotive software by Megabus Software." updated: 2026-02-03T04:51:20Z published: 2026-02-03T04:51:20Z canonical: "help.megabus.com.au/planner-bookings" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.megabus.com.au/llms.txt > Use this file to discover all available pages before exploring further. # Planner Bookings **Marlin GTX**'s Business Planner enables bookings to be added directly to planner time-slots or converted from customer enquiries, as required. **Bookings** have a time slot allocated to them, and are highlighted on the Business Planner's Task List and Resource Planner in purple for quick identification. Note GTX can be configured to add bookings directly to the Task List or Business Planner, without the need to first create and convert an enquiry. To change the default planner item, please [contact the Megabus Support Team](https://www.megabus.com.au/support). ## Converting Enquiries to Bookings #### Main > Enquiries > Business Planner > Task List / Resource Planner Enquiries can be converted to Bookings at any time, by opening them and clicking on the **Change to Booking** button at the bottom of the Add a New Enquiry pop-up window. Once the Enquiry has been converted to a Booking, its date and time can be edited using the **Task** section to the top-right of the pop-up window (now called Add a New Booking). A resource can also be assigned to the booking, using the **Resource** section below. The rest of the customer and vehicle details can continue to be edited, as usual. Note The mandatory Enquiry fields (e.g. Given Name) are not required to save a booking, but it must have an allocated time instead. Bookings can be converted to Quotes, Work Orders or Invoices, by clicking on the buttons at the bottom of the pop-up window. ## Adding New Bookings to the Business Planner #### Main > Bookings > Business Planner > Task List / Resource Planner To add a new booking to the Business Planner, double click on an empty slot in the **Task List** or **Resource Planner**. Depending on the system configuration, either the **Add a New Enquiry** or **Add New Booking** pop-up window will open on the **Details** tab. To convert the Enquiry to a booking, click on the **Change to Booking** button at the bottom left. The information can then be edited the same as for when adding an enquiry. Note Depending on the GTX configuration, the Business Planner may contain an **Add an Enquiry** and **Add a Booking** Button, or **Add Item Button** which can be further configured to add enquiries or bookings by default. To change the Business Planner's item settings please [contact the Megabus Support Team](https://www.megabus.com.au/support). Note Depending on the system configuration, Enquiries can also be added by right-clicking on an empty slot in the **Task List** or **Resource Planner** and selecting **Add an Item** or clicking on the **Add an Item** button in the Planner menu on the right of the Task List, if available. ### Adding Bookings for Existing Owners or Vehicles #### Main > Bookings > Business Planner > Task List / Resource Planner > Add > Details If adding an booking for an existing owner or registration, click on the **Search** button at the top-left of the Booking Details tab. > maybe a bit picky but the window in the screenshot is labeled for an enquiry not a booking A pop-up window will open, which can be used to search for existing owners and vehicles. Once the desired owner or vehicle has been located and selected, click on the **Select** button at the bottom right to add them to the Booking. Note Once existing owner or vehicle information has been added, it can then be edited, as needed. ### Adding Bookings for New Customers or Vehicles #### Main > Bookings > Business Planner > Task List / Resource Planner > Add > Details If adding an booking for a new owner or registration, use the **Registration No.** and **Owner** sections on the left of the details tab to enter their information, as required. Note When entering a **Registration No.**, you will need to press the **Tab** button the keyboard to exit the field, once you have made your selection, rather than clicking away, in order for the registration to be recognised. Tip If the **Vehicle Logic LPN** integration is enabled, you can click on the orange tyre icon to the right of the Registration No. field to perform a (charged) licence-plate lookup. ### Adding Account Customer Bookings #### Main > Bookings > Business Planner > Task List / Resource Planner > Add > Details By default, the **Customer** field at the bottom-left of the Booking Details tab will be set to "**1**", representing a **cash sale**. The booking can be associated with an [Account Customer](/gtx/docs/account-customers) instead, by clicking on the picker and selecting them from the drop-down list. Once an **Account Customer** is selected, an **Order Number** can be entered in the textbox below, if desired. > if this is focussed on Bookings, the screenshots should be taken with a booking not an enquiry. The green should be purple Previous account customer transactions can be viewed by clicking on the **Customer Transactions** tab at the top of the pop-up window. Tip If the customer has a mobile number associated with them, they can also be communicated with using [two-way SMS](/gtx/docs/two-way-sms), by clicking on the **SMS** tab at the top of the pop-up window. ### Booking Tasks and Resources A booking's date and time can be edited using the **Task** section to the top-right of the pop-up window. A resource can also be assigned to the booking, using the **Resource** section below. Bookings can be converted to Quotes, Work Orders or Invoices, by clicking on the buttons at the bottom of the pop-up window. ### Booking Salespeople, Notes and Statuses #### Main > Bookings > Business Planner > Task List / Resource Planner > Add > Details The section at the bottom-right of the Booking Details tab can be used to select a **Salesperson** and/or **Fitter** for the Booking. A **Description** of the work and any additional **Notes** can also be entered in the textboxes below, if necessary. Tip Use the **Notes** section to record any proposed stock to be used for the booking. Once the Booking/Booking is converted to a Quote, stock can be assigned to the order based on these notes. The booking's status can also be adjusted using the **Current Status** drop-down below. ## Converting Bookings to Quotes, Work Orders and Invoices #### Main > Bookings > Business Planner > Task List / Resource Planner Bookings can then be converted to Quotes, Work Orders or Invoices by opening them and clicking on the relevant button at the bottom of the pop-up window. ## Cancelled Bookings #### Main > Enquiries > Business Planner > Task List / Resource Planner 1. Bookings can be cancelled by **right-clicking** on them in the Task List or Resource Planner and selecting the **Cancel Booking** option. Bookings can also be cancelled by opening them and clicking on the **Cancel** button at the bottom-right of the Booking Details window. Note Whether Cancelled Bookings are shown in the Task List or Resource Planner can be toggled by clicking on the **Options** button at the top of the business planner, navigating to the **Display Options** tab and either ticking or unticking the **Show Cancelled Bookings** checkbox. ### Reopening Cancelled Bookings #### Main > Enquiries > Business Planner > Task List / Resource Planner If cancelled bookings are visible in the Business Planner, then they can be ro-opened by **right-clicking** on them in the Task LIst or Resource Planner and selecting the **Reopen Booking** Option. If cancelled bookings are not visible in the Business Planner, then they can still be reopened by searching for them using [the Business Planner's **Search** tab](https://help.megabus.com.au/gtx/docs/planner-search). Once the desired booking has been located, it can be reopened as usual by **right-clicking** on it in the search results and selecting the **Reopen Booking** option. Tip The planner [Month View](https://help.megabus.com.au/gtx/docs/business-planner-1#planner-month-view) can be useful for monitoring cancelled bookings over a longer period. ****Options**** button **![](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Glossary/image-1706581103435.png)**