There are rarely group trips, meetings or conferences without changes in attendees' preferences and details. Project managers and bookers can easily update information to ensure correct lists, allotment, payment balances and so on.
Often, bookers may need to update their information or register other participants (depending on the type of booking). Bookers may want to add or remove products, for example, a workshop, add or remove accommodation and so on.
Another scenario is that Project managers may expand forms later on, adding necessary form steps and products meaning the booker may need to go back into the form to complete this.
How to edit bookings - Bookers and Project managers
ALLOW BOOKERS TO MAKE CHANGES
Project managers must enable 'allow changes by booker' in Form builder to allow bookers to amend their registration themselves. There is an option to set a deadline for changes too.
📌Project managers may decide not to enable this setting to stay in control. Project managers are able to edit and access bookings on behalf of the booker.
✉️ Head to Confirmation email in Form Builder and insert the Booking login link merge tag in the registration confirmation email so that bookers can view and/or edit their booking.
HOW TO EDIT BOOKINGS
Bookers edit themselves
When the booker confirms their registration, they will automatically receive a confirmation email which also includes a login link:
2. The booker can click on this link to re-enter their booking to view or make any necessary changes. They will be directed to the summary page.
📌 If the Project manager has not allowed for changes by the booker then the booker will only be able to view the booking summary.
3. To edit the booking, click Edit Booking. The booker will be directed to the Personal Details step and they can move through the form as they wish. They may for instance, want to edit their telephone number or add a hotel room (if more options are available in the form).
4. Once the booker is done, they must follow through to the booking summary page, accept the terms and conditions (if added) and confirm the booking again. This is to ensure the changes are saved. The booker will receive an updated email confirmation.
5. If at any point the booker changes their mind, they can click the blue text to cancel changes.
Project managers edit bookings
Project managers can edit from the following places:
Lists ('Reference' must be checked in List options).
Click 'edit booking' to enter the booking
choose which step in the form you would like to be directed to by clicking on the dropdown. (If you have more than one step in the form.)
Make the necessary changes.
You can go straight to the booking summary to confirm and save changes by clicking 'go to summary' or continue through the form (clicking 'previous/next'). ⬇️
To cancel changes click the blue text 'click here to cancel edit'.⬇️
As an admin, you can choose whether or not to send the updated confirmation to the booker.
EDIT MULTI BOOKINGS
A multi booking can be edited in the same way as above. This type of booking also has other participants connected to one booking.