Help / Bookings / June 3, 2026

Use Work Groups

Learn how to keep related Flex Bookings together, reserve diary capacity, and use fixed locations for flexible work.

Bookings Core and Professional Work Groups

Use Work Groups to keep related Flex Bookings together before every job has an exact appointment time.

Work Groups are useful when the work is real, but the final schedule is not locked in yet.

Real-world ways to use Work Groups

Workshop afternoons

A mobile mechanic might do booked mobile jobs in the morning, then keep afternoons for longer workshop jobs.

Those workshop jobs are still real bookings, but they may not need exact start times. The mechanic mainly needs the afternoon protected so online customers do not book that time for mobile appointments.

Use a Workshop Work Group to reserve afternoon capacity and keep those Flex Bookings together.

Area runs

A mobile operator might have several jobs in the same part of town, but not know the final order yet.

Use a group like North-East Run to keep those Flex Bookings together while the run is still being planned.

When the day is clearer, reserve capacity for the group and decide which bookings belong in that block.

Fleet or dealer work

An operator might have several jobs for the same fleet customer, dealer, depot, or site.

Use a group like Fleet Work or Dealer Jobs to keep the related bookings together. If the work usually happens at the same place, set a fixed location for the group.

This helps manage the work as a block without giving every booking its own exact start time.

Who can use Work Groups

Work Groups are available in Core and Professional workspaces.

Before you start

  • To assign work to a group, create or open a Flex Booking.
  • To reserve diary space, choose a day with available calendar slots.
  • To use a fixed location, add the location first under Settings > Places.

Basic workflow

  1. Create or choose a Work Group.
  2. Create Flex Bookings for the jobs.
  3. Assign the Flex Bookings to the Work Group.
  4. Reserve diary space if the group needs capacity held.
  5. Plan bookings into the reserved block when you know what belongs there.
  6. Complete or update each booking as normal.

Step-by-step reference

Create a Work Group

You can create a Work Group while reserving diary space from the calendar.

  1. Open Calendar.
  2. Select + Add on the day you want to reserve.
  3. Choose Reserve for work group.
  4. Select + Create work group.
  5. Enter a group name, such as Workshop, North-East Run, or Fleet Work.
  6. Choose the slots you want to reserve.
  7. Select Reserve slots.

The reserved time appears on the calendar as a Work Group reservation.

Assign a Flex Booking to a Work Group

  1. Create a Flex Booking or open an existing Flex Booking.
  2. Use the Work group selector in the schedule area.
  3. Choose the Work Group.
  4. Save your changes.

Assigning a booking to a Work Group does not give it an exact start time.

Reserve diary space for a Work Group

Use this when you need to hold capacity for an existing group.

  1. Open Calendar.
  2. Select + Add on the day you want to reserve.
  3. Choose Reserve for work group.
  4. Select the Work Group.
  5. Choose the slots you want to reserve.
  6. Select Reserve slots.

Reserved slots count as allocated capacity. Availability should not treat that time as free.

Plan a booking into reserved space

Use this when a Flex Booking belongs in a specific Work Group reservation.

  1. Open Calendar.
  2. Select the Work Group reservation on the day.
  3. Review the Flex Bookings available for that group.
  4. Select Plan for this block on the booking.

Planning it into reserved space does not give it an exact start time. It links the booking to that held capacity.

Remove a booking from reserved space

  1. Open the Work Group reservation.
  2. Find the booking under the planned bookings for that block.
  3. Select Remove from block.

This removes the booking from that reserved block. It does not delete the booking.

Release reserved slots

  1. Open the Work Group reservation.
  2. Find the slot you want to release.
  3. Select Release slot.

Releasing a slot removes that held capacity for the date. It does not delete the Work Group or the bookings assigned to it.

Set a fixed location

Use a fixed location when a Work Group usually happens at the same place, such as a workshop, depot, dealer site, or fleet yard.

  1. Open Settings.
  2. Choose Work Groups.
  3. Select the Work Group.
  4. Turn on Use a fixed location for this Work Group.
  5. Choose a saved Place.
  6. Save your changes.

When a Flex Booking is assigned or planned into a Work Group with a fixed location, MobiFlex can use that saved Place for the booking’s on-site location.

Later edits to the saved Place do not rewrite old booking locations automatically.

Good to know

  • Work Groups are for Flex Bookings, not timed bookings.
  • Timed bookings already have fixed calendar time.
  • A Flex Booking can belong to one Work Group at a time.
  • A Flex Booking can be planned into one Work Group reservation at a time.
  • Planning a booking into reserved space requires the booking to belong to that Work Group first.
  • Clearing a Work Group from a booking does not clear the booking’s saved on-site location.
  • If Google Calendar sync is enabled, Work Group reservations can sync to Google Calendar.

Troubleshooting

I cannot see a slot when reserving capacity

That slot may already be taken by another booking, blocked out, closed for the day, or reserved for other work.

Choose another available slot or adjust the calendar first.

A booking is not listed for the reserved block

Check that the booking is a Flex Booking, belongs to the same Work Group, and is not already planned into another Work Group reservation.

I cannot assign a timed booking to a Work Group

Work Groups only apply to Flex Bookings. Timed bookings already have fixed calendar time.

The fixed location did not appear as an option

Check Settings > Places. The saved Place must be active and have coordinates before it can be used as a Work Group fixed location.

The booking kept its old location

If MobiFlex asks whether to use the Work Group fixed location, choosing to keep the current location leaves the booking’s existing on-site location in place.

  • Flex Bookings
  • Calendar availability
  • Saved Places
  • Google Calendar sync