When two bookings are merged, all associated information — such as contacts, events, documents, and invoices — will be consolidated under the primary booking you select.
When to Use Booking Merge
Use the Merge Bookings feature when:
Two or more bookings were created for the same client or event.
You want to combine details from a duplicate inquiry with an active confirmed booking.
You need to consolidate records to avoid confusion in reporting or calendar views.
How to Merge Bookings
Go to the Bookings page
Enter a Booking you would like to merge
Click the Actions button at the top right, next to the status
Choose Merge Bookings from the dropdown menu
Select which Fields to go into your merged Booking
Differences between the two Bookings are highlighted with yellow
Review the merge details carefully, then click Confirm Merge
What Happens After a Merge
After completing the merge:
All Fields that you specified will be transferred to the Merged Booking
The secondary booking is deleted no longer exist in your organization
The booking pipeline stage and status follow the Merged Booking primary booking’s current stage.
Important Notes
Merges cannot be undone, so confirm your selection carefully before proceeding.
Only users with appropriate permissions (typically Admin or Manager roles) can perform merges.
The merged booking will retain the primary booking ID for reference and reporting.