Copy Booking

A Booking may be copied to a new name/travel date. First find and recall the Booking to be copied, then replace the existing Booking fields with new values. As the Booking details are copied, the new Booking will be re-costed based on the new Travel Date and Agent chosen.

Copy a Booking

  1. If you haven't already done so, search for and retrieve a Booking to work with (see Retrieve an Existing Group Booking).
  2. The default view for a Booking is the .

    From the Groups menu, select click Copy Booking.

  3. On the screen, give this new booking a name by over-typing the existing name in the New Name field. Also update any other details in their respective New ... fields.

  4. Click to keep the changes and save or update the entry.

  5. Click to discard any changes.

About the Copy Booking Fields

New Name

Enter the name for the new (i.e. copied) Booking.

New Name Alias

If the Name Alias field is used for an alternative Booking name, enter the alias name for the new (i.e. copied) Booking.

Copy Booking Notes

All booking notes will be copied to the new booking if the checkbox is selected.

New Travel Date

Enter a new travel date if applicable.

New Agent

An alternative agent can be selected if required.

New Consultant

Select the Consultant Code as required.

New Status

Select the new PCM status as required.

New Branch

An alternative branch can be selected if required.

New Department

An alternative department can be selected if required.

Service Line Price Codes

NOTE: This field should only be changed if the Price Code that is attached to the Agent needs to be overridden.

  • Do Not Change - Checking this radio button keeps the price codes in the service line in the new Booking, the same as they were in the host Booking. This means that any service line price codes which may have been overridden in the host Booking will be retained in the copy.
  • Set Using New Agent Price Codes – This setting uses the price code hierarchy attached to the agent in the copied Booking.