Moving a Booking to Another Organization

Open the booking you would like to move, click the 3 dots in the top right corner

From the range of actions in the dropdown select the 'Move' option.

Choose the organization where the Booking should be associated with the booking.

Select the User for the Booking (Sales assignee)

Select the pipeline stage for the booking.

Check the taxes and fees associated with the booking.

Ensure that the booking has no packages, invoices, workflows, or other entities linked to it to prevent errors.

Be aware that the booking's ID will be reset during the move.

Clear each event space linked to the booking.

Select a new event space after the move.

Verify that the booking has been successfully moved from one organization to another.

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.