This is the last of eight tasks described in this user manual for modifying a booking itinerary.

NOTE: There is no particular order in which tasks need to be completed - the numbering is simply for reference.

The full list is:

1. Pickup / Dropoff
2. Voucher Text
3. Service Notes
4. Product Notes
5. PCM Management Groups
6. Change Travel Date
7. Manage Days
8. Insert Booking (this task)

Insert Booking enables another booking to be inserted inside the current booking. This can be used in a number of ways:

• It can be used as an alternative method of copying a booking, and
• It can be used to add all services from another booking into the current booking.

Insert a Booking

1. Search for and retrieve a booking to work with. If you haven't done this already, see Retrieve an Existing Group Booking.
2. Switch to the Itinerary View of the booking via menu Groups > Itinerary.

   1. The default view for a Booking is the Dashboard view.

      

   2. A single service can be opened from the Dashboard by clicking on the service. Alternatively, switch to Itinerary view by selecting, from the Groups menu, Groups > Itinerary.

      1. Click the Groups hamburger menu to open it:

         

      2. Click the Itinerary menu option to show the itinerary for this booking:

         

   3. Examine the Itinerary on this screen.
      

      

      NOTE: The service lines shown in the example Itinerary above cover all services for all itineraries. To see which services apply to which itineraries, select an itinerary from the drop-down menu at the top left of the list (currently showing All Itineraries).

3. Select menu Groups > Itinerary > Insert Booking.

   1. Click the Groups hamburger menu to open it:

      

   2. Click the Itinerary menu option to expand it:

      

   3. Click Insert Booking to open the Insert Booking screen:

      

4. On the Insert Booking screen, enter details for the new booking and click Save.

   

5. If the Recalculate Booking screen appears, select the relevant option and click Yes.

6. Click Save to keep the changes.

   

7. Click Exit to discard any changes.

   

Name and Reference

Used for looking-up existing bookings. Enter a few characters of the required booking and click the Search icon to display a list of matching bookings.

Insert Type

The new booking can be inserted into an existing booking or merged with existing booking services.

Selection	Description
INSERT	Re-numbers the existing booking service day and sequence numbers if necessary when inserting the new booking. This means that if a 3-day Booking is inserted at say Day 2, Sequence 10, then Day 2 of the host booking will become Day 5.
MERGE	Does not renumber the existing booking services; instead, the inserted booking services are renumbered to “fit around” the existing booking services.

Insert at Day/Seq

The Day and Sequence Number at which the Booking will be inserted can be specified (or, if the Booking is to be inserted into a list of existing services, highlight a service in the list of existing services and the day/sequence number in these two fields will change to the day/sequence of the highlighted line).

NOTE: The insert will take place at the day/sequence specified. This means that if (e.g.) a Booking was to be inserted at 2/10, then the first service from the copied-in Booking would become Day 2/Sequence 10. On an Insert, this would push the service that was 2/10 down the list to be the first service after the newly inserted Booking Services.

Insert into Itinerary

The Itineraries in the booking display here. Clicking the appropriate itinerary will display the services attached to that itinerary. The services being copied from the booking will be attached to the highlighted itinerary.

A recalculate booking screen may open if the system detects that services may need to be re-calculated when inserting the booking. More information on recalculation of bookings is available Recalculate Booking