You are viewing the documentation for an old version of Ovatu (Classic)
Switch to new docs
Ovatu

How do I edit or change the Customer on a Reservation?

To edit or change the Customer on a Reservation, go to the Bookingsscreen, and click on the Reservation to open it:

how-do-i-edit-or-change-the-customer-on-a-reservation

TO EDIT:

Click the Edit button how-do-i-edit-or-change-the-customer-on-a-reservation

Complete the required changes and click Save

TO CHANGE:

Click the Change button how-do-i-edit-or-change-the-customer-on-a-reservation

Change the Customer by using the drop down arrow to select another exisiting Customer, or by using the '+' to create a new Customer:

how-do-i-edit-or-change-the-customer-on-a-reservation

Click Save

To edit or change the Customer on a Reservation, go to the Bookingsscreen, and tap on the Reservation to open it

TO EDIT:

Tap the Customer name in the CUSTOMER section

how-do-i-edit-or-change-the-customer-on-a-reservation Complete the required changes and tap Save

TO CHANGE:

Tap the i icon in the CUSTOMER section > Change Customer

how-do-i-edit-or-change-the-customer-on-a-reservation

Change the Customer by searching for an existing Customer or creating a new Customer

TapSave

To edit the Customer on a Reservation, go to the Bookingsscreen, and tap on the Reservation to open it

Tap on the Customer's name

how-do-i-edit-or-change-the-customer-on-a-reservation

Tap on EDIT, make the required changes and tap SAVE

The Customer linked to a Reservation can only be changed in the web and iOS apps


Copyright © 2023