Booking Move/Change Status Wizard

The Booking Move/Change Status Wizard allows you to change critical information (date and/or status) for multiple bookings across multiple reservations in a single step.

Users have access to the Change Booking Date/Time Wizard and the Change Booking Status Wizard in the Navigator. They can use these wizards to change critical booking information for multiple bookings in a single reservation.

ClosedUse the Booking Move/Change Status Wizard

  1. On the EMS main menu, click System Administration > Tools > Booking Move/Change Status Wizard

    The Booking Move/Change Status Wizard opens.

  2. In Start Date, enter the starting date for the bookings for which you are changing the date and/or status, and in End Date, enter the ending date.

  3. Leave the default values set to (all) for the other search criteria (Building, Status, and Event Type), or optionally, select different values as needed.

    For Building, you can select (all) buildings, a specific building, a specific area, or a specific view.

  4. Click Get Data.

    The Select Bookings window opens. This window displays all the bookings that meet your search criteria.

  5. Continue to one of the following:

    • To move multiple bookings to a different date below.

    • To change the status for multiple bookings.

ClosedMove Multiple Bookings to a Different Date

  1. Select the booking, or CTRL-click to select the multiple bookings for which you are changing the date.

  2. On the Select Bookings window, click Move

    The Move Bookings dialog opens.

  3. Select a different value for the date, and then click OK.

    The Results window opens. This window displays a list of all the selected bookings, whether the date change was successful.

    Value

    Description

    Reschedule Booking Earlier

    The default value. Reschedule the bookings to an earlier date that is based on the number of days that you specify.

    Reschedule Booking Later

    Reschedule the bookings to a later date based on the number of days that you specify.

    Reschedule Booking to Specific Date

    Reschedule the bookings to a new date that you specify.

    Optionally, to view only the bookings for the selected reservation that were NOT successfully changed, select Show Unchanged Only. To view the details for a specific booking that was changed, select the booking, and then click Go To.

  4. Click Close.

  5. Repeat Step 1 through Step 4 until you have moved all the bookings as needed.

  6. Do one of the following:

    • If you are done moving bookings to a different date, click Close to close the Select Bookings window.

    • If you also want to change the status for any of the bookings, continue to the next section.

ClosedChange the Status for Multiple Bookings

  1. Select the booking, or CTRL-click to select the multiple bookings for which you are changing the status.

  2. On the Select Bookings window, click Change Status

    The Change Status dialog opens.

  3. In Status, select the new status for the bookings.

    If you select any type of Canceled status, then three additional fields—Reason, Who Canceled and Notes—display on the Change Booking Status window. Enter data in all three of these fields before you can continue in the Wizard.

  4. Enter a Reconfirm Date if required for the new status.

  5. Optionally, select Update Reservation Status to have the reservation-level status changed.

  6. Click Finish

    The Results window opens. This window displays a list of all the selected bookings, whether the status change was successful or not.

    Optionally, to view only the bookings for the selected reservation that were NOT successfully changed, select Show Unchanged Only. To view the details for a specific booking that was changed, select the booking, and then click Go To.

  7. Click Close.

  8. Repeat Step 1 through Step 7 until you have changed the status for all the bookings as needed.

  9. Do one of the following:

    • If you are done changing the status for the bookings, click Close to close the Select Bookings window.

    • If you also want to move any of the bookings to a new date, see section above, “To change the status for multiple bookings”.