Completing the Booking

Before a booking is completed, our cemetery customers will have steps to follow to ensure everything has been covered.

Potential things they may check before completing a booking are:

Ensure the Crematorium tab is completed,
Ensure the Concierge tab is completed,
Ensure payment has been received in full
Ensure the deceased record is marked as deceased
Ensure the Task Manager status is in its final stage
Ensure a Cremated Remains Record has been created

As tabs such as the Crematorium, Concierge, Cremated Remains, and Receipts tab are editable after the booking is completed, our cemetery customers may choose to close the Sales & Booking before they are completed.

However, the deceased record must be marked as deceased and tabs such as the Bookings tab cannot be edited after marking as complete.

Once all checks have been completed, choose Change Status on the right-hand side of the Summary tab of the Sales & Booking and change the status to Completed, as outlined in the Completing the Booking section of this guide.