Learn different tips to easily edit multiple sessions/functions in a Quote/ Booking.
Navigating your Sessions
Once you have created your first session / function, you will find yourself “in” the session / function. You know you are in a session / function by the visible tabs across the screen:
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Session / Function Name
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Food & Beverage
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Resources
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Products
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Notes
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Setup Requirements
You can navigate back “OUT” of a session by clicking the Breadcrumb hyperlink that will be the name of your quote / booking.
Inside a quote or booking you will be select one or more sessions / functions and edit multiple. You will be able to update the following:
- Space and layout
- Contact
- Start and end time
- Number of attendees
- Signage
- Event template
- Session/Function Type
- Session/Function Status
To edit multiple:
- Navigate to your quote (Sales > Quote > Edit quote) or booking (Bookings > Bookings > Edit booking)
- Click on the 'Sessions / Functions' tab
- Select sessions / functions you wish to update
- Click 'Edit Multiple'
- Follow the prompts on what you wish to update
- Click 'Save'
Alternatively you can edit multiple using the Bulk Editor. Please click here to learn more.