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How to book media spots and insertions

Booking confirms planned spots or insertions in a Media Schedule. Once booked, placements move from planning into active commitments and can be invoiced to clients or suppliers.

Steps to Book Media

From a Media Schedule

  1. Go to NAVIGATION BAR > MEDIA > Media Schedules.

  2. Open the schedule you want to book.

  3. Check the box next to the Medium(s) you want to book.

  4. Click Book.

  5. Add any notes if required.

  6. Click OK.

  7. If prompted, select Print the Bookings to generate confirmations.

From the Medium Summary Page

  1. Open the Media Schedule.

  2. Click the Medium hyperlink to view spots/insertions.

  3. Check the box next to the spots/insertions to be booked.

  4. Click Book.

  5. Add notes if required, then confirm.

Key Concepts

  • Booking Source: You can book entire schedules or individual spots.

  • Booking Number: Each booking generates a unique booking ID.

  • Notes and Confirmations: Notes appear on confirmations, which can be printed if needed.

  • Booking Status: Only booked items can be invoiced to clients and suppliers.

Why It Matters

Booking validates planned placements and creates binding commitments with suppliers. It also ensures media activity is ready for invoicing, reporting, and reconciliation.