BridgeIT Tutorials

How to move a booking to a new account for the same client

You may need to move a specific booking from one account to another, existing account for the same client. For example, if a client (e.g. a travel agent) wants a particular booking to be moved to the same account as another of their bookings so that the two bookings can be settled on the same invoice. Another example is if a booking is linked to the wrong account and you need to move it to the correct account.

Open the booking you need to move

Click on the booking in your calendar.

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Click View Account.

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Move the booking

Click on the booking under Items on this account that you would like to move. In this example, we want to move booking ID 167 which is in account 191.

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Click to Move to different account for same client.

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Choose the account you want to move this booking to from the list of possible accounts. We want to move the booking to be in account 93 with Booking ID 87 in account 93.

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View the moved booking

The booking will now appear in the account it was moved to. In this example, both Booking ID 87 and 167 are in the same account.

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