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How Do I Delete a Document From a Booking?

How do I delete a BEO that I no longer want in a booking?

Updated over a month ago

⚠️ Before proceeding, please note Deleting is a permanent action & cannot be undone.

  1. Go to the Booking

    • Navigate to Bookings in the left menu.

    • Open the specific booking that contains the document.

  2. Open the Documents tab

    • Click on the Documents tab within that booking (as shown on your current screen).

  3. Locate the document

    • Find the document you want to delete in the list (e.g., “Banquet Event Order,” “Contract,” etc.).

  4. Delete the document

    • Click the three-dot menu (⋮) or trash/bin icon beside the document.

    • Select Delete.

    • Confirm the deletion when prompted.

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