Edit an Existing Reservation

Prev Next

  1. Click Facilities:
    Menu displaying various options with the 'Facilities' highlighted for selection.

  2. Click Calendar:
    Menu displaying various facility options with 'Calendar' highlighted for selection.

  3. Apply filters:
    Dashboard view showing the calendar with filter options highlighted.

  4. Select a reservation:
    January 2021 calendar displaying scheduled events and appointments for various days, with a selected reservation highlighted.

  5. Select Edit Reservation in the pop-up window

    Facility reservation details, including date and time, with the option to edit highlighted.

    Note:

    If you edit a reservation that’s part of a recurring series, that instance will detach from the group. It will become a separate, standalone reservation.

  6. Make necessary edits
    Editing reservation details for a conference room booking.

    • Facility/Rate Type: Select which facilities are to be reserved and the corresponding Rate Type

    • For Activity: Associate the reservation with an activity

    • Assigned User: Select and assign a user account for the reservation

    • Date & Times: Select the dates and times of the reservation(s)

    • Notes: Enter any additional comments

    • Status: Select a Reservation Status Type

      Note:

      You can only add the Reservation Status Type in the Calendar view. You do not have the option to add a Reservation Status Type when creating a facility reservation from the Catalog view. Also, this cannot be automatically applied or set as a default to a certain type of reservation status or to public reservations.

    • Conflicting Reservations: Select an option for handling conflicting reservations on the calendar

      • Don't allow: Choose this option if you want to block reservations that conflict with existing ones. If selected, users won’t be able to book over a conflict.

      • Skip conflicting reservations: Dates with conflicts will not be booked. Only the dates without conflicts will be reserved.

      • Override conflicting reservations: Select this option to reserve the dates, even if there are conflicts with other reservations.

  7. Select Save:

    The Save button for the Edit Reservation modal.