As bookings rarely stay the same, we've made it really easy to edit a booking in BookingsPlus.
There are a number of ways to do this - firstly, if you are only looking to edit one occurrence, you can do so via the Calendar or Bookings tab. On the Calendar you can click on the occurrence, Click Edit, and 'This occurrence'. On the bookings tab you only need to click the edit button. For both you will see this popup:
From here you will be able to amend the field needed, and click Save.
If you need to amend many occurrences of the same booking, there are 3 ways to get to the Edit Booking page:
- Through the Calendar tab, Select one of the occurrences, Edit, Edit the whole booking
- Clients tab, Search the Client, Click View, scroll to the bottom of the page & click on the relevant booking. Click the Edit button at the bottom of the page.
- Bookings tab, Click on a Booking Reference ID hyperlink and click the Edit button at the bottom of the page.
You will then see this screen.
At the top right of the green table is a link to Toggle Options, this will return to the original booking information (date/time/spaces). If this information is updated & refreshed, it will refresh the green table. This is not recommended - it will mean that any changes which had been done from within the green table would be reset.
Any changes can easily be done from within the green table.
To amend a single line, click on the pencil icon 
and the line will convert allowing you to amend any of the variables. Once done, click on the 
to confirm.
If you need to amend a number of lines, simply click on the tick box on the left for each session you wish to amend, click on 
and amend the drop down boxes as needed. Once you've finished click and it will update all the selected lines. Please note that all lines you have selected will be updated with all information in the Edit Selected area so you need to make sure that you have chosen bookings with the same room, and that you are happy that all other information should be replaced.
Note - if any spaces are unavailable at this stage (either closure or already booked), they will show in red.
Once done, scroll to the bottom & click 
.
TIP - for a full audit trail, it's best to record the changes you've made to the booking. This can easily be done on the Other Notes section within the booking (this does not appear on the hirers view).
