When you do a quick add booking, you can add the basic information relating to the contact as per the image below.
If you want to add the address information, you should click on the contact once the booking is created. You will then be able to edit all the contact information - as per the video below.
This guide explains how to manage and update contact addresses within a booking. You will learn how to pull existing addresses from the CRM or manually enter specific location details.
How do I access the contact address settings in a booking?
To get started, you need to navigate to the specific booking where you want to update the details. Once you are inside the booking record, look for the contact information section. This is where you can see the primary contact person associated with the reservation and their current linked address information.
💡 Action Steps
Navigate to the Bookings module
Open a specific booking record
Locate the contact information section
How do I add a new contact address to the booking?
If you need to add an address, you can click on the address field or the edit icon next to the contact. This will open up the address management window. From here, you can see if there are any existing addresses saved to this contact's profile in the CRM that you might want to use for this specific booking.
💡 Action Steps
Click the address field
Select the edit icon next to the contact name
Open the address management window
How do I select an existing address from the CRM?
When the address window is open, you will see a list of any addresses already associated with this contact. To use one of these, you simply select the radio button or the checkbox next to the correct address. Once selected, this address will be pulled through and applied directly to the booking details.
💡 Action Steps
Review the list of saved addresses
Select the desired address from the list
Confirm the selection to apply it to the booking
How do I manually enter a custom address for a booking?
If the address you need isn't already in the system, you can choose to enter a manual address. Click on the option to 'Add New Address' or simply type into the address fields provided. You'll want to fill out the street address, city, state or province, and the postal code to ensure the booking record is complete.
💡 Action Steps
Click the 'Add New Address' button
Enter the Street Address
Fill in the City, State, and Postal Code fields
How do I update the primary billing address?
In some cases, the contact address might be different from the billing address. You can specify which address should be used for correspondence and which should be used for invoicing. Make sure you toggle the 'Set as Billing' option if this specific address is where the financial documents need to be sent.
💡 Action Steps
Identify the billing requirements
Toggle the 'Set as Billing' option
Verify the address purpose
How do I save the changes to the booking contact?
After you have selected the correct address or finished typing in the new details, you must save your changes. Click the 'Save' or 'Update' button at the bottom of the window. You will then see the updated address reflected on the main booking screen, ensuring all automated documents will now use this information.
💡 Action Steps
Click the 'Save' or 'Update' button
Verify the updated address on the booking dashboard
Confirm that the information is reflected correctly in the contact summary