# Scheduling Bookings ## Creating Schedule Plan Lines 1. To manually create a plan line within a schedule, select the schedule's **options menu ( [![Option Icon.png](https://kb.it-s.co.za/uploads/images/gallery/2026-01/scaled-1680-/option-icon.png)](https://kb.it-s.co.za/uploads/images/gallery/2026-01/option-icon.png)** **)** and choose **Create Plan Line**. 2. Complete the required fields, such as: - Media Owner - Medium Unit - Spot Kind - Rate Per Unit - Any additional required fields (These will differ according to the medium) 3. Once all details have been entered, select the **Save** **icon (**[![Save Icon.png](https://kb.it-s.co.za/uploads/images/gallery/2025-12/scaled-1680-/save-icon.png)](https://kb.it-s.co.za/uploads/images/gallery/2025-12/save-icon.png)**)** to create the plan line. 4. Bookings can be scheduled in **Day View** by switching the layout to **Day** and entering the required number of bookings or spots directly against the date on the right hand side of the plan line. ### Copying Plan Lines 1. Individual plan lines can be copied by selecting the planline's **options menu (**[![Untitled design (4).png](https://kb.it-s.co.za/uploads/images/gallery/2025-12/scaled-1680-/untitled-design-4.png)](https://kb.it-s.co.za/uploads/images/gallery/2025-12/untitled-design-4.png)**)** on the line and choosing **Copy Plan Line**. 2. Once copied, the line can be edited as required. If the Medium Type is changed, the Vendor and Medium Unit fields will clear and must be reselected. The word *Copy* will be appended to the description and should be updated accordingly. 3. For bulk copying, users may select multiple lines using the checkboxes and choose **Copy Selected** from the schedule's **options menu ( [![Option Icon.png](https://kb.it-s.co.za/uploads/images/gallery/2026-01/scaled-1680-/option-icon.png)](https://kb.it-s.co.za/uploads/images/gallery/2026-01/option-icon.png)** **).** Copied lines will populate in the schedule and billing totals will update automatically. The schedule's Totals display: - Plan Budget - Planned Budget (Digital) - Plan Billing - Schedule Billing - Remaining Planned Budget (Digital) - Remaining Plan Budget ## Calendar Scheduling 1. Bookings can be scheduled directly within the calendar panel which shows both **Add** and **Subtract** options on the pop-up. 2. Select the corresponding cell on the right-hand side of the plan line to open the calendar scheduler. The following scheduling options are available: - Select a specific **day** to enter the number of spots or bookings for that date - Select a **day of the week** to replicate bookings across the same weekday for the entire month - Select a **week number** to apply bookings across the full week ### Copying Bookings In **Calendar Scheduler**, bookings can be copied by week or by month. 1. To copy bookings, select the copy icon located in the top-left corner of the selected area and choose **Copy**. 2. Navigate to the destination month and select **Paste**. Once the bookings have been applied, select **Save All** to confirm the changes. ## Booking Deals Booking Deals define the financial structure of a booking and are accessible in both Month and Day views. Once plan lines have been scheduled: 1. In **Month View**, left-click on a booking value to open the calendar scheduler, or right-click on the booking value and select **Booking Deals**. 2. In **Day View**, right-click on a scheduled date and select **Booking Deals**. The Booking Deal screen displays the financial calculations associated with the booking. These calculations can be reviewed on screen or exported to Excel. Fields marked with a **pencil icon ([![Pencil Icon.png](https://kb.it-s.co.za/uploads/images/gallery/2026-01/scaled-1680-/pencil-icon.png)](https://kb.it-s.co.za/uploads/images/gallery/2026-01/pencil-icon.png))** are editable. Any changes made to booking deals will automatically synchronise back to NAV. ## Booking Status Symbols and Functions > **Note:** More detailed information on booking statuses and rules are outlined in Book named **Booking Statuses and Rules**
**Status Type****Symbol****Additional Information**
Planned (Traditional) Planned (Digital) [![Planned booking.png](https://kb.it-s.co.za/uploads/images/gallery/2026-01/scaled-1680-/uryplanned-booking.png)](https://kb.it-s.co.za/uploads/images/gallery/2026-01/uryplanned-booking.png) [![Pencil Icon.png](https://kb.it-s.co.za/uploads/images/gallery/2026-01/scaled-1680-/pencil-icon.png)](https://kb.it-s.co.za/uploads/images/gallery/2026-01/pencil-icon.png) \- All bookings start with the circular arrow and are in an **uncommitted planned state** \- In **Digital** scheduling, manually planned bookings are shown with a **pencil icon**
Booked[![Booked booking.png](https://kb.it-s.co.za/uploads/images/gallery/2026-01/scaled-1680-/booked-booking.png)](https://kb.it-s.co.za/uploads/images/gallery/2026-01/booked-booking.png) [![Committed Icon.png](https://kb.it-s.co.za/uploads/images/gallery/2026-01/scaled-1680-/committed-icon.png)](https://kb.it-s.co.za/uploads/images/gallery/2026-01/committed-icon.png) \- An **information icon** appears on the booking \- The **Media Order number** is displayed for reference when the icon is hovered over \- **Committed** booked bookings are represented with a **tick**
Customer Invoiced[![Locked Booked.png](https://kb.it-s.co.za/uploads/images/gallery/2026-01/scaled-1680-/locked-booked.png)](https://kb.it-s.co.za/uploads/images/gallery/2026-01/locked-booked.png)-The booking is **locked** in MEplan and cannot be edited
Vendor Invoiced[![Locked Booked.png](https://kb.it-s.co.za/uploads/images/gallery/2026-01/scaled-1680-/locked-booked.png)](https://kb.it-s.co.za/uploads/images/gallery/2026-01/locked-booked.png)-The booking is **locked** in MEplan and cannot be edited
VoidN/A\- **Voiding** is not represented by a symbol but rather the **removal** of the booked symbol \- In **Digital voiding**, the **committed tick symbol remains** and the booking can be autoed in order to revert to an uncommitted planned status
### Voiding To void a booking that has a Media Order linked to it: 1. Change the booking value to 0 when in view type **Rate Card or Goal.** 2. Once voided, the booking value **will no longer exist** on the child line.