Creating a New Booking by Copying From a Previous Booking

Trip Booking allows you to duplicate booking details from a previous booking for a new booking.

Before you begin

Trip Booking must be open.

Procedure

  1. Click the Add New button:
    Piece of paper with a folded top right corner and a star on the left-hand corner.
  2. Search for and select the Client.
  3. Click the Get Information button:
    Question mark.
    The Client/Booking Info dialog box appears.
  4. Click the Trip Confirmation tab.
  5. In the View field, select Previous Trips.
  6. Specify the From Date and To Date.
    The trip to be copied should fall within these dates.
  7. Optional: Select the Show Unique check box.
    Selecting this option omits bookings that contain the same trip information as other bookings.
  8. Optional: In the Trips field, type the maximum number of trips to be shown in the grid.
  9. Click Display.
    Bookings that meet the defined criteria appear in the grid.
    The Client / Booking Info dialog box open to the Trip Confirmation tab. Previous Trips are being viewed.
  10. Highlight the booking to be copied and click the Copy selected booking data into current booking button:
    Two pieces of paper with the top right corner folded over.
    The Client/Booking Info dialog box disappears and a duplicate booking appears in Trip Booking.
  11. Make changes to the booking as needed.
  12. Click the Save button:
    Diskette.