Follow these steps to make changes to an existing booking:
Accessing the Booking for Editing
On the scheduler: right click on the booking and select "Open Booking."
On the Bookings grid: Double-click on the booking or, select the booking and click the "View" button.
Making Changes to the Booking
Update Vehicle:
Clear the current vehicle and select another or add a new vehicle.
Update Customer:
Clear the current customer and replace them with another customer.
If you update the customer without changing the vehicle, a pop-up will ask if you want to add this customer as the current owner of the vehicle.
Update Slot Type, Bay and Technician:
Change the slot type as needed.
Select a different bay.
Choose a new technician.
Update Mileage:
Enter the updated mileage.
When you click "Save", you will be asked if you would like to update this mileage against the vehicle record.
Change Referrer:
Update the referrer, with the option to select "none".
Adjusting Net Price
Automatic Recalculation:
When making changes to the booking form, the net price will automatically recalculate based on the chosen slot type, customer, and vehicle.
Clearing these fields will not trigger a recalculation; the recalculation only occurs when a new valid value is set.
Manual Price Adjustment:
To override the calculated price, overtype in the net price field.
To reset the price back to the server-calculated price, use the manual Recalculate button.
Notes
Changing Date and Time:
The date and time of the booking cannot be updated. To change the date and time, you need to delete the booking and create a new one with the correct time/date.