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EMS Software, LLC

Editing Booking Detail Items for Individual Bookings

After you have added booking details and items to bookings for a reservation, you can edit any non-invoiced item on an individual basis.

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To edit the pricing information for multiple non-invoiced items in a single booking, or for multiple non-invoiced items in multiple bookings, see Editing Booking Detail Item Charges for Multiple Items”.

To edit booking detail items for individual bookings

1. Open the reservation in the Navigator. See:

Opening a reservation directly in the Navigator”.

Opening a reservation through the Reservation Book”.

Opening a reservation through a group”.

Search Tools”.

2. In the left pane of the Navigator, expand the folder structure for the reservation until the appropriate booking detail items folder is visible, and then do the following:

• Select the booking detail folder that contains the items that you are editing.

• In the Items pane, select the item that you are editing.

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The item cannot be invoiced. If the item is invoiced, the Edit button is not available. To edit an invoiced item, you must first void the invoice. See To void an invoice”.

3. Continue to one of the following:

To edit a booking detail item from a non-resource category”.

To edit a booking detail item from a resource, service order, or catering category”.

To edit a booking detail item from a non-resource category

1. Click Edit. The <Booking Detail> dialog box opens.

2. Edit the item as necessary, and then click OK to close the <Booking Detail> dialog box and return to the Navigator.

For detailed information about editing a booking detail item from a non-resource category, see:

To add setup notes”.

To add attendees”.

To add an agenda (activities)”.

To add a room charge”.

To edit a booking detail item from a resource, service order, or catering category

1. Click Edit. The <Resource> dialog box opens. The Resource tab is the active tab. If selections are available for the resource, then the dialog box also has a Selections tab.

<Resource> dialog box, Resource tab

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2. On the Resource tab, edit the information as necessary.

• If applicable, select a completely different item for the resource.

• The sequence number determines the order in which the items (for example, juice, muffins, and so on) are displayed in the list in the Items pane in the Navigator when the booking detail (for example, Catering) is selected for a booking. If needed, edit the sequence number.

• The Time in Use indicates the time that the resource is to be available for the booking. If needed, edit the Time in Use.

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For a definition of Event Time or Reserved Time, see Event Timeline. You can edit the Time In Use only if the item is not from a resource from a service order or catering category. (The Time in Use is applied at the category level for these types of resources).

• If the notes are to be printed on internal reports only (the notes would be excluded from external reports like a confirmation), then select Internal.

• If you edit the pricing method, then make sure to enter any other additional information as needed.

Pricing Method

Additional Fields

Unit

• Unit Price

Half Day/Full Day (Event Time)

• Half Day Price

• Full Day Price

• Hours

Half Day/Full Day (Reserved Time)

• Half Day Price

• Full Day Price

• Hours

Half Day/Full Day (Service Time)

Note: Available only for a resource with a service order.

• Half Day Price

• Full Day Price

• Hours

Hourly (Event Time)

• Hourly Price

• Minimum Charge

• Maximum Charge

• Initial Flat Charge

Hourly (Reserved Time)

• Hourly Price

• Minimum Charge

• Maximum Charge

• Initial Flat Charge

Hourly (Service Time)

Note: Available only for a resource with a service order.

• Hourly Price

• Minimum Charge

• Maximum Charge

• Initial Flat Charge

Hourly (Specific)

• Hourly Price

• Minimum Charge

• Maximum Charge

• If applicable, open the Selection tab, and edit the resource selections as needed.

3. Click OK. The <Resource> dialog box closes, and you return to the Navigator with the edited item still selected in the Items pane.

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If you need to edit counts and/or times for individual items in a resource, service order, or catering, category, see Editing Count Information for a Booking”.