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Managing Existing Bookings

Managing Bookings​

  1. In most cases existing bookings are most easily managed from with the planner page.
    The Planner page updates dynamically, displaying changes made by any user in real time without requiring a page refresh.

Planner interface showing dynamic booking management with real-time updates

  1. You can "Click & Drag" Bookings to assign them to different resources, or change the booked time and date.

Click and drag functionality to move bookings between resources and time slots

  1. Use "CNT+Click&Drag" to duplicate a booking to a new time, or resource.

Control click and drag to duplicate bookings to new time slots or resources

  1. "Shift+Click&Drag" can be used to draw a box and select multiple bookings.

Shift click and drag to select multiple bookings with box selection

  1. You can also hold "Shift" while clicking to select multiple indevidual bookings.

Shift click to select multiple individual bookings for batch operations

  1. Once selected you can "Click and drag" to change the date and time of multiple bookings.

Drag multiple selected bookings to change their date and time simultaneously

  1. Single click on a booking will open up the full details.
    A double click will open the editing dialog to make changes.

Single click for booking details and double click for editing dialog

  1. A number of tools can be accesses directly through a right click on the booking.

Right-click context menu showing booking management tools and options

  1. Remove days can be used to cut out days that shouldn't be included in the booking.

Remove days feature to exclude specific days from booking duration

  1. The "Status" of the booking can be changed

Booking status change options for updating project phase or completion

  1. "Split booking here" separates the booking into two parts that can be edited separately.

Split booking feature to divide booking into two separate editable parts

  1. "Detach day" will separate one day of the booking.

Detach day option to separate single day from multi-day booking

  1. "Split into days" will split the entire booking into individual days.

Split into days feature to convert booking into individual daily bookings

  1. With multiple bookings selected "Right-Click" and select "Edit..." to make bulk updates.

Bulk edit option for making changes to multiple selected bookings

  1. Change to bookings, and bulk updates can also be carried out through the "Bookings" tab in the project pane.

Project tab bookings view for managing and updating booking information

  1. To make bulk updates, select the checkboxes next to the bookings you wish to modify, then select the edit symbol.

Checkboxes for selecting bookings and edit symbol for bulk updates

Linked Bookings​

  1. When a new booking is created with weekdays removed, these bookings will display a chain symbol to show that they are linked together.

Chain symbol indicating linked bookings with weekdays removed

  1. When splitting an existing booking you can choose whether the separate parts should remain linked or not. Click "Split & link"

Split and link option to maintain connection between separated booking parts

  1. When editing a linked booking, you can choose to edit just the single booking, or all of the linked bookings.

Edit options for single booking or all linked bookings in the chain

  1. If the "Edit all bookings" option is selected, any changes made will effect all of the bookings in the chain.

  2. Tasks added to a booking in a chain will be applied across the chain.
    If the task is checked off on one booking, it will be checked off for the entire chain.

Chain task management showing tasks applied across linked bookings

  1. Click this icon.

Icon reference for booking management interface navigation

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