On the list of Bookings, locate the booking that needs to be edited and click on the product’s name.
Then click on Edit transaction to begin the editing process.
Edit transaction
Step 1: In the pop-up window, click on Edit to make the required changes on the available fields in Schedule (Participants / Quantity, Date & Time).
Once completed click on APPLY.
Step 2: Select the Price from the available pricing option(s).
Once completed click on APPLY.
Edit price
Once Step 2 (Price) has been completed, the option to change the pricing for the entire transaction by using the Edit price function becomes available.
To do so, click on Edit price and in the pop-up window that appears enter the updated price and click on UPDATE PRICE.
Once UPDATE PRICE is clicked, the booking will be updated with the new pricing.
Step 3: On the Checkout stage, if required, make any changes to the customer's’ contact details (First Name, Last Name, etc.) and to the rest fields (payment method, notes, etc.).
Email Notifications
Once the editing of the transaction has been completed an email will be sent automatically to the selected parties involved - Customer or/and Business & Supplier, with all the necessary booking details.
IMPORTANT NOTE:
If the boxes Customer, Business & Supplier have not been checked, then no email notification will be sent to any of the involved parties.
Click on SAVE so that all changes are applied to the transaction.
Other editable data within a transaction
Edit paid amount
The paid amount can be edited from within the transaction by clicking on Edit paid amount.
In the pop-up window that appears enter the paid amount and click on UPDATE PAID AMOUNT.
More information on how to indicate payment for a specific booking can be found here.
Edit net price
The Net price can be edited from within the transaction by clicking on Edit pricing.
Select Edit net price and in the pop-up window that appears enter the updated net price amount and click on UPDATE PRICE.
Example:
A booking has been made where the net price is €100.00 and the tax/fee is 15% of the net price, making the tax/fee amount at €15.00.
The Net price was then edited from €100.00 to €175.00.
The new Net price and tax/fee amounts are displayed accordingly along with the Net price adjustment (€75.00). The total amount of the transaction is also updated.
IMPORTANT NOTE:
As described in the above example, if tax/fee is applied as a percentage and the Net price has been edited, the tax/fee is adjusted according to the newly inserted Net price.
Edit tax/fee
If taxes/fees are applicable to a specific product, they can be edited from within the transaction by clicking on Edit pricing.
Select Edit tax/fee and in the pop-up window that appears enter the updated tax/fee amount and click on UPDATE TAX FEES.
Example:
A booking has been made where the net price is €100.00 and the tax/fee is 15% of the net price, making the tax/fee amount at €15.00.
The tax/fee amount was then edited from €15.00 to €10.00.
The new tax/fee amount is displayed accordingly and the total amount of the transaction is also updated.
IMPORTANT NOTE:
If tax/fee is applied as a percentage and the Net price is edited, then the tax/fees will be adjusted according to the newly inserted Net price.
Notes:
The Edit Transaction functionality can be used in cases where a single or multiple sessions have been booked for a particular product, e.g., a specific spa treatment has been booked on June 15th at 10 a.m. and on June 17th at 9 a.m.
Through this functionality the whole transaction can be edited, meaning that the number of sessions booked can also be modified, depending on the product’s configuration settings (e.g. a session may be added).
Click on the following links to learn more about How to edit a specific session of a booking, How to send alternatives and the Transactions Report.