You may need to change the client that is making the booking. This might be needed if the wrong client was captures when the booking made, or the booking is being allocated to someone else.
Open the booking
Click on the change client button
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 Made-By.
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 company. Also add any other available information such as contact details.
Save the details
Once you have entered all the available client details, click on 'Save'.
Review the change and save your changes.
- Confirm that the 'Made by' client details have updated.
- Click 'Save'.
