Open a Booking and choose to edit it, or use Edit Booking in the Bookings list row menu. What you can change depends on the Booking’s status.
What can change
- Pending and Confirmed: the Customer, the time, the Resource, the Offerings and the notes.
- In progress: only the end, the Offerings and the notes. A new end cannot be in the past.
- Completed and Cancelled: nothing; the Booking is read-only.
Change the time or Resource
- Change the dates, times or filters under Time and resource.
- Choose Check availability and pick a free Resource. Saving stays off until you do.
- Choose Save changes, or Discard changes to leave everything as it was.
Change the charges
Add Offerings under Charges and offerings, change quantities, or remove a line with ×. Lines already on the Booking keep their saved price and tax; a line you remove and add again takes the current price.
Good to know
- Once an order has been sent, the Booking can no longer be edited here. Change its charges through orders instead.
- A paid line cannot be changed or removed. Un-mark its payment first.
- When you move a Booking to another Location, remove Offerings that are not available there.
- Every change is recorded in the Booking’s activity.
- Owners, Managers and Staff edit Bookings, Managers and Staff at their own Locations.