Editing Multiple Sessions/Functions in a Quote / Booking

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:

  • Session / Function Name

  • Food & Beverage

  • Resources

  • Products

  • Notes

  • 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: 

  1. Navigate to your quote (Sales > Quote > Edit quote) or booking (Bookings > Bookings > Edit booking
  2. Click on the 'Sessions / Functions' tab
  3. Select sessions / functions you wish to update 
  4. Click 'Edit Multiple
  5. Follow the prompts on what you wish to update
  6. Click 'Save'

Edit Multiple Sessions

 

Alternatively you can edit multiple using the Bulk Editor. Please click here to learn more.