At the top of the booking page, click on the more dropdown and then on duplicate button.
Choose the date for the duplicate booking. All of the notes in the description field will also be duplicated if you want to carry over notes to each duplicated event.
Choose if you want to copy over the products/services using the Yes/No slider. (Invoices/payments will not be copied over as they are unique to each booking/event). Watch the video below as an example.
This guide explains how to quickly create a copy of an existing booking in the system. You will learn how to duplicate reservation details while adjusting the dates for the new entry.
How do I duplicate an existing booking?
π₯οΈ Go to this section in the video
To copy a booking, first locate and open the reservation you wish to duplicate. Within the booking details screen, look for the 'Duplicate' button, which is typically found in the top toolbar or within the actions menu. Clicking this will initiate the process of creating an identical copy of the booking's parameters.
π‘ Action Steps
Open the original booking
Click the 'Duplicate' button
How do I set the dates for the new booking?
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Once you have selected to duplicate the booking, the system will prompt you to select the new dates. You need to choose the start date for this new entry. The system will generally maintain the same duration as the original booking unless you manually adjust the end date. Select your required dates from the calendar view to proceed.
π‘ Action Steps
Select the new start date
Adjust the end date if required
Which details are carried over to the duplicate?
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When you duplicate a booking, the system carries over specific information such as the customer details, the resource or room type, and any specific notes or preferences attached to the original record. This saves you from having to re-enter the same information for recurring customers or identical event setups.
π‘ Action Steps
Verify customer details are correct
Check that original notes have carried over
How do I handle pricing adjustments on a duplicated booking?
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After the duplicate booking is generated, you should review the pricing tab. Because the new booking is on a different date, seasonal rates or updated pricing rules may apply. You can either keep the original price or click the button to recalculate based on the current system rates for the new time period.
π‘ Action Steps
Navigate to the pricing or financial tab
Click 'Recalculate' if updated rates apply
How do I finalise the new booking?
π₯οΈ Go to this section in the video
Once you are happy with the duplicated details and the new dates, click the 'Save' or 'Confirm' button. This will generate a new unique booking reference number. You can then choose to send a new confirmation email to the guest or simply close the window to return to your main dashboard or calendar view.
π‘ Action Steps
Click the Save button
Note the new booking reference number
Send confirmation email if required
