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Bookings FAQ
63 articles
How Do I Change A Booking's Status?
How do I make a Booking Contact a Primary Contact?
Can I edit the Primary Contact on an Event?
Will My Cloned Booking Be Connected to the Original One?
How Can I Make a Booking Recurring?
How Do I Add or Change The Deal Value of a Booking?
Can I Connect My Booking To Multiple Groups?
How Do I Add a Menu Item To a Booking or Event?
What Happens When I Delete a Booking?
Can I Delete Multiple Bookings At Once?
How Do I Make Bundled Menu Items Appear Individually In The Booking Menu Tab?
What are the Event ID and Booking ID Necessary for?
What Does "Start Date Can't Be Blank and End Date Can't Be Blank" Error Mean?
How Many Contacts Can I Add Under One Booking?
Is it Possible to Automatically Change the Booking Status from Tentative to Definite When a Customer Signs a Document?
How do I Unarchive a Booking?
How Do I Record What Stage a Booking Was in When It Was Lost?
What Does Merging Bookings do?
Do I Need to Have a Booking to Create a Document?
How should I handle canceled Bookings?
What triggers the Updated field to update on a Document?
What's the Difference Between a Booking & Event?
How can I stop "Job class is not included in the list" error from showing?
What triggers the Updated Date on a Booking to Change?
Where Do I Put The Lost Reason When I Move a Booking's Pipeline Stage?
Can I Add a Link into a Booking?
How Do I Change Which User is Assigned to a Booking?
How Do I Clone a Booking?
How do I Change a Booking's Pipeline?
What Do the Different Colored Arrows Next To Bookings mean?
How do I sort my Pipeline by Booking Date?
What Is the Pipeline and How Do I Find It?
How Do I Add Projected Income to my Pipeline?
What Happens When I Change the Owner of a Booking?
How do I Arrange my Pipeline by Booking Date?
How Do I Save my Pipeline View?
How Does the Booking Search Work?
How do I Automate Tasks & Emails on Bookings?
Is There a Way to Export the Booking Origin?
Is There Any Way to See or Set the Booking External ID in the Booking Entry?
Can I Mass Update the Number of Guests?
Can I add a Secondary Contact to my Bookings?
Why isn't an Account showing when adding a Booking?
Why does the Text Box close when I am highlighting or editing?
How Can I Change my Booking to a Different Pipeline?
How do I change a Booking Time?
What does a "Email Transferred to new Booking" notification mean?
Why doesn't the number at the top of my Pipeline add up to my total number of Bookings?
How can I track Referral Sources?
Can I change the Columns of the Events on my Booking Summary?
How can I change a Booking to an unspecified date?
How can I see all my Archived Bookings?
Can I assign multiple Users to a Booking?
What Copies Over When I Clone a Booking?
Why Does Event Temple say That my Booking Status is Different Than my Event/Group Status?
Where do I Select the Market Segment when Creating a Booking?
How do I change a Booking Date?
How do I add an attachment to a Booking, Contact or Account?
How do I add a Waitlist Booking?
Why Won't the Booking or Event Time Update?
Why Does "Attendance cannot change because one or more line items have been posted and locked" Mean?
What are the Customization Options for the Booking Colors in Event Temple?
How Do I Manage Multiple Bookings & Contacts Under One Account?