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How do I stop a Worksheet being automatically generated in a booking?
How do I stop a Worksheet being automatically generated in a booking?

In this article, learn how to control when worksheets are automatically generated - or not - in a booking.

Edward Cooper avatar
Written by Edward Cooper
Updated over a week ago

Worksheets are a super powerful way to manage your bookings. When you change the stage of a Worksheet from Tentative to Confirmed - Worksheets are automatically generated in a booking.

When you create a Worksheet, you decide which Booking Types you want the Worksheet to appear in when a booking is changed to Confirmed. You just tick one or multiple boxes as per the image below. You may want to use the same Worksheet in several booking types.

Old Worksheets

If you no longer want to use an old Worksheet, but you do not want to delete it because you may use it again, you should click on --- None ---

The Worksheet will not be generated in any Confirmed Bookings when you choose None.

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