Opening a Booking in Booking Wizard

For convenience, you can open the Booking Wizard page directly from a booking in the Bookings page or directly from client profile's saved bookings.

Procedure

You can open a booking into Booking Wizard with the following methods:
  • With a client profile open, click Bookings from the side pane to display the client's previously saved bookings, then right-click a booking and select Schedule from the pop-up window.
    A booking selected in a client profile to be scheduled
    Note:
    If a client has no booking history, you must schedule it in Booking Wizard by creating a new booking first.
  • In the Bookings page, find a booking you want to schedule, and then right-click the booking and select Schedule from the pop-up window.
    In the Bookings page, right-clicking a booking to open the pop-up menu, and then selecting Schedule.
The booking opens in Booking Wizard.