I couldn't find this but suspect there's already a solution. I have many guests who want to reserve their same week for the following year - is there an easy way to create a new booking for a repeat guest without having to re-enter all their personal info? Thanks!
Not yet, but that's high on the list. We're looking at things like a copy booking that works like the copy quote or a lookup button on create booking to find previous guests.
Do you usually look up the previous info when creating a quote or a booking directly?
I would prefer a "copy booking" option so I can easily create a new booking and only have to update dates and rates without re-entering addresses, phone numbers, etc. The lazy option!
Yes, I do usually look up the previous info when creating a quote or new booking.
I also like the idea of a "lookup button" to find previous guests but only if it also brings the guest's info with it if I'm trying to use it to create a new booking.
Ahh, yes. I was able to get a copy booking to booking or quote feature into this morning's hotfix -- basically the same thing as we've had for copy quote to quote.
Keep in mind that this will only populate the fields you see on the create screen, so if you have a guest with 5 addresses, it'll only grab the first one.
To do a full copy will take a good deal more time for us to develop, with that more in depth lookup button etc. but hopefully this helps out for now.