Editing Bookings

You can edit on-demand bookings from the Bookings page.

Procedure

  1. In the Global Search Box, do one of following to open a booking:
    Global search box highlighted by a red rectangle
    • If you know the booking ID, select BookingId in the dropdown list.
      1. Type a booking ID in the Booking Search text box.
      2. The booking details display in the Booking Search textbox.
        A booking id is entered into the Global Search Bar and booking details pop-up. A red rectangle highlights the View Booking button.
      3. Click View Booking to open the booking.
    • Select Client in the dropdown list, and then type a client name, or client ID number in the Client Search textbox.
      Remember:
      If you are searching by client ID number, type / before the number. For example, /145.
      1. The client's details display in the Client Search box, click Bookings to open the client's Bookings page.
        Client details pop-up in the textbox

      2. On the client's Bookings page, use the fields to find a booking.

        Tip:
        You can click Three horizontal lines with the number 1 inside a circle above it.Show All Filters to expand advanced search fields to narrow down your results.
      3. Right-click a booking, and select Edit from the pop-up menu to open the booking.
        The footer appears surrounded by a red rectangle.
  2. In the booking, make all the necessary changes.
    A client booking that is open.
  3. Click Save.