Edit or delete a bed booking from the client’s contact record

This article explains how to access, edit and delete accommodation bookings from a client's contact record.

The preferred method for making changes to accommodation bookings is through the Beds Calendar. However, you can also edit or delete a bed booking from a client's record. You may choose to use this option if you are making several modifications to the details of an individual client.

To view accommodation on a client's contact record:

1. Click on the Contacts tab
2. Click on the name of your client. You may need to use the Recently Viewed drop down list to filter your options.
3. Navigate to the Accommodation tab. You may need to click on the More drop-down arrow.

4. Scroll down to the Bed Allocations section. From here, you should be able to see all of the client's past and present bookings, and their status.
5. You can delete a booking by clicking on the drop-down arrow at the end of the row and selecting Delete.
6. You can edit a booking by either clicking on the Bed Allocation ID text link or by selecting Edit from the drop-down list at the end of the row.

7. You can edit several of the fields on the Bed Allocation record, such as the Bed, Client and Status. To change the Start and Expected End Date/Time, you'll need to use the Beds Calendar.