Learn how to copy a booking from the Booking Invoice. This is helpful when you need to duplicate a booking using a new date but want to avoid creating a new booking from the start.
Accessing the features mentioned in this article
Where can I find this feature using the top menu?
-
Reports > Booking Index > Booking Invoice > Copy Booking
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
Back to topCopying 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 available dates. Use the back (<) and forward (>) arrows to move monthly through the calendar.
3. Click Copy Booking.
4. Double-check the booking information from the Create Booking page and modify the booking details as needed.
5. Click Continue to complete the booking.
A new, duplicate booking invoice is generated with the default status of a new Staff-side booking, e.g. Pending, and the Customer is sent the 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 managing your booking invoices: |
< Attributing Partners to bookings from bookings invoices |