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EMS Software, LLC

Copying Multiple Bookings in the Navigator

You use the Copy Bookings Wizard to copy one or more bookings to a new date or to a set of dates, either within the same reservation or to a new reservation.

  1. Open the Navigator
  2. In the left pane of the Navigator, select the reservation from which you are copying the bookings.
  3. In the Bookings pane, click Tools, and then click Copy Bookings Wizard. The Copy Bookings Wizard opens with Copy to Reservation No. automatically selected; the number for the reservation from which you are copying the bookings is displayed in the field.
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  4. You can copy the bookings to an existing reservation (click the Search icon emsum_Navigator_image040.png to search for the reservation) or copy the bookings to a new reservation (click Copy to New Reservation).
  5. Enter the information for the reservation to which you are copying the bookings.

Information

Description/Comments

New Start Date

The date of the first booking for the new reservation.

New Status

The status for the new reservation.

Reconfirm Date

Enter if required for the new status that you selected.

Conflict Status

You must enter a conflict status in the event that the new bookings are in conflict with the existing bookings.

Reconfirm Date

Enter if required for the new conflict status that you selected.

• Copy Reminders

• Copy Comments

• Copy User Defined Fields

• Copy Attachments

• Copy Drawings

Leave the appropriate options selected to copy the existing items as is, or clear the option for each item that is not to be copied to the new reservation.

Copy Booking Details

Select the booking details that are being copied (CTRL-click to select multiple details) or to select all the details for copying, click Select All.

Note: By default, only active booking details are displayed. To show inactive booking details for copying, click Show Inactive.

Copy Inactive Resources/Rooms

Selected by default. Copies the inactive resource and/or rooms from the existing bookings to the new bookings. Clear this option if you do not want to copy the inactive resources and rooms.

6. Click Next. The Select Bookings window opens, listing all the bookings for the copied reservation, regardless of the date or status. 
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Tips:  You can use the Hide Cancelled Bookings and Hide Old Bookings options to adjust the data.

The start date you specify becomes the date of the first new booking. In addition, the copied bookings are scheduled according to the same pattern as the existing reservation. For example, if the existing reservation has three bookings and each booking was scheduled every seven days (12/14, 12/21, and 12/28), and the new start date for the first booking is 12/18, then the existing or new reservation has three bookings with dates of 12/15, 12/22, and 12/29.

7. Select the booking(s) that you wish to copy to the existing or new reservation (you can click Select All to select all the displayed bookings in a single step), and then click Finish. A message confirms that the changes were made successfully.

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When you copy multiple bookings, they are are simply copied and pasted "as-is": bookings are not moved to a different location. If you need to move a booking to a different location, see Changing Rooms for Multiple Bookings.

8. Click OK to close the message and return to the Navigator. The reservation from which you copied the bookings and the reservation to which you copied the bookings are displayed in the left pane of the Navigator. If you moved the bookings to a new reservation, then the new reservation that is created is assigned the next available reservation number in the database. If any of the new bookings are in conflict with bookings in the existing reservation, this conflict is indicated in the Navigator.