How do I move a Reservation?
Reservation can be moved in two ways:
- By opening the Reservation
- By dragging and dropping the Reservation
By opening the Reservation
From the Booking screen, click on the Reservation to open it
Click on the Move button in the Reservation box
It is possible to make changes to the Reservation here, by changing the Employee, selecting an entirely different Service, or adding an additional Service
Click Availability
Select the new date/time
The Confirm Move box will appear
Complete any required fields and click Confirm
If moving a recurring Reservation, you will be prompted to select if you would like to move just this Reservation, or all future Reservations. Future reservations can only be moved to a different time on the same day, the dates cannot be changed. Please note that the system does not check availability or warn of double bookings when moving future reservations.
The Reservation will move on your Bookings screen
By dragging and dropping the Reservation
Locate the Reservation on the Bookings screen
Hold the Reservation down with your mouse and drag it to the new time/date/employee
Please note: it is not possible to make changes to the Service within the Reservation, when using the drag and drop option
The Confirm Move screen will appear
Click Confirm
Please note that if you move a Reservation which has a Sale attached to it, the Sale will remain linked to the Reservation, however the date of the sale will not automatically change