When working on a Worksheet, you save your ongoing edits by clicking the Update button at the end of the Worksheet.

You also have the option of saving "Revisions" as you go along if you want to archive a particular version of a Worksheet. Also, when clients submit worksheet information through the client portal, they automatically create a "Revision" - so you know exactly what the Worksheet was like before they submitted information.

You can "Restore" any old "Revision" in a click! Watch this video for more information.

Managing Worksheets (Video)

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

When I create or edit a Worksheet template, how does it affect a current booking?

Still have questions?

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