Step 1: Initiate the Move
Open the booking you would like to move, click on Actions
Select the 'Move' option.
Choose the hotel associated with the booking.
Identify the user responsible for the move.
Determine the pipeline stage for the booking.
Step 2: Review Taxes and Fees
Check the taxes and fees associated with the booking.
Step 3: Verify Booking Status
Ensure that the booking has no packages, invoices, workflows, or other entities linked to it to prevent errors.
Step 4: Understand Booking ID Reset
Be aware that the booking's ID will be reset during the move.
Step 5: Clear Event Spaces
Clear each event space linked to the booking.
Select a new event space after the move.
Step 6: Confirm the Move
Verify that the booking has been successfully moved from one organization to another.
Cautionary Notes
Ensure all linked entities are cleared before initiating the move to avoid complications.
Double-check that the new event space is selected after the move to maintain booking integrity.