There are a number of changes that can be made to a booking:
Firstly though, you must initiate the edit booking process:
There are a number of ways to initiate an edit as follows:
From the ".gif){kind=small}
Diary"
screen, locate the diamond icon for the Product you require and double-click
or right-click and select View Bookings.
From the list of bookings in the Current Bookings screen, right-click on the name of the Customer required.
Select Edit Booking from the menu displayed.
OR
From the ".gif){kind=small}
Account"
screen, locate the Customer whose booking you wish to edit, right
click on the booking.
Select Edit Booking from the options displayed.
Initiate Edit Booking as per the instructions above.
Enter the new number of Adults/Child/Concession required, then click on the "Check Availability" button.
Check or change the selected Product.
Click on the "Update" button.
Click on the "Confirm" button.
The Account will now reflect these changes, including any change in price. All Payment and Expense information will be retained as before.
Initiate Edit Booking as per the instructions above.
Enter the new Commencing and/or Concluding dates and click on the "Check Availability" button to check availability. Details of new price and availability will be displayed.
Select a the Product/Inventory item for this booking from the Products drop-down list if the original Product/Inventory item is not available over the new dates. Check the price is accurate.
Click on the "Update" button.
If the Customer has booked more than one Product, and both bookings need to be edited, right click on the second booking from the Booking window at the bottom of the screen and select "Edit Booking". Continue from Step 2 above.
Click on the "Confirm" button.
The Account will now reflect these changes, including any change in price. All Payment and Expense information will be retained as before.
Initiate Edit Booking as per the instructions above.
From the Products drop down list, select the new Product (eg Tour) for the booking. Check that the price and number of Adult/Child/Concession is accurate.
Click on the "Update Booking" button.
Click on the "Confirm" button.
Initiate Edit Booking
via the Customer Folio: Type
the Customer's name into the Search field and click on the ".gif){kind=small}
Search" button.
Click on "CF" beside the Customer's Name to open the Customer Folio.
In the Customer Folio screen, click to highlight the relevant account. Click on the "Edit Booking" button in the left hand menu.
An Edit Booking screen will be displayed.
In the Edit Booking screen, click on the Products tab (default view).
Select the Product required and click on the “Add” button.
Click on the “Confirm” button.
From the " Status"
screen, locate the diamond icon for the Product you require and double-click
or right-click and select View Bookings.
From the list of bookings in the Current Bookings screen, right-click on the name of the Customer required.
Select Transfer Booking from the menu displayed.
In the pop-up window, enter the details of the new customer (or Search for an existing customer).
The Payments Made on this Booking table will detail any payments made into the account belonging to the original Customer. To transfer some or all amounts paid to the new account, enter amount required in Payment to Transfer.
Click on the "Transfer" button.
A new Account will be created containing the booking you have transferred and any payments transferred. The original Account remains open.
If you wish to transfer any Expenses/Discounts from the original Account, you must go to the original Account and delete them, then re-enter them onto the new Account. SEE ALSO Expenses and Discounts.
A booking cannot be edited to change the Agent/Individual option or the Paid by Customer/Agent option.
To change an existing booking from 'Booking by Individual' to 'Booking by Agent' OR vice versa, it is necessary to first Cancel the Booking.
Then make a new booking with all the same details, selecting the new Individual/Agent option as required.