Copying bookings from booking invoices

Save time and reduce data entry by copying an existing booking directly from its invoice.

This feature helps Staff quickly create new bookings using details from an existing one - perfect for repeat Customers or similar group events.

Learn how to copy a booking from the Booking Invoice. This feature is helpful when you need to duplicate a booking to a new date without creating a new booking from scratch.

New to the Booking Invoice? Read the first article in this series for an introduction to the Booking Invoice.

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

• Click an active Booking ID anywhere in the system. For example, open the Booking Invoice from the Booking Index report (Reports > Booking Index > Booking ID > Booking Invoice > Copy Booking).
• You can also enter the Booking ID in the Search field found in the main menu to bring up the Booking Invoice.

What more do I need to use this feature?

• Admin or restricted permissions for managing bookings.
   

Which Checkfront version supports this feature - classic items, classic products, or both?

• This feature is available in both our classic items version, using classic items (Inventory > Items), and our classic products version, using classic products (Inventory > Products).  → Learn more about products

Copying a booking is a quick way to duplicate a Customer's booking, so you don’t need to recreate it from the beginning. Follow these steps to copy a booking:

1. Click on the Copy Booking option within the left-hand menu of the booking invoice. This option is also available from the Edit tab of the invoice.

2. From the Copy Booking modal, select the Start Date for the new booking from the available dates. Use the back (<) and forward (>) arrows to move monthly through the calendar.

3. Click the Copy Booking button.
4. Double-check the booking information from the Create Booking page and modify the booking details as needed.
5. Click the Continue button to complete the booking.

The system generates a new, duplicate booking invoice with the default status of a new Staff-side booking, e.g., Pending, and it sends the Customer an email notification associated with the booking status.

You can then add a payment or manage the booking invoice as you would for any other booking.

Learn more about invoices For a detailed look at managing your booking invoices, check out the following article: Introduction to the booking invoice

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