Often we dont get all the booking details when the booking is made. Because of this, information may need to be added or changed after the fact.
Lets have a look at how to change the 'Booking Made By' client to another.
Open the booking
Click on the booking to open the Booking Details.
Click on the change client button
Click on the 'Change Client' button within the Booking Notes panel of the Booking Details.
Changing to an existing client
If you are choosing an existing client:
- Type in any of the search criteria - the client records for the information added will appear below.
- Click on the client to change the Booking Made By information.
Adding a new client
Should you want to add a new client - one with no existing client record, click on 'Add Client'.
Add the new client's details
- Add the client name, surname and any other available information.
- Click 'Save'.
Review the change and save the Booking Details.
Note that the 'Booking Made By' details have updated.
