To edit a reservation:
On the Front Desk Home > Facility Management - NEW > Reservations page, select the required reservation.
On the Reservation Detail page:
For a Tentative, On Hold or Wait Decision reservation, staff users with the required permissions to modify permits can click the calendar icon next to Expiration date and select the required expiration date.
To add an event to this reservation, click Add event and enter any required event information. Refer to Searching for and reserving a resource.
Staff users with the Permit Update - Change General Details permission can:
click the edit icon in the Company Agent field and select another agent associated with the company.
click the edit icon in the Customer or Company field and select another customer or company account.
click the edit icon in the System User field and select another system user.
To edit an event in this reservation, click the Edit icon for the required event and refer to the Reservation Information section to make the required changes.
To delete an event in this reservation, click the Delete icon for the required event.
To view details for an event, click the triangle icon for the required event to expand the event. You can also add an additional charge, or edit and delete charges.
To edit answers to customer questions, in the Custom Question section, select the required answers.
To edit waivers, in the Waivers and Information section, click the Add waivers and information link to add unassigned waivers or information and have the customer sign required waivers or information. To remove the unwanted waiver or information, click the delete icon and then click Confirm Changes.
To edit staff notes or customer notes, in the Notes section, make the required changes.
To add attachments to the reservation, click the Add Attachment link (supported formats: pdf, docx, doc, png, jpg, jpeg). To download or edit the attachment, click the V button next to the attachment and then select Download or Delete.
Click the Confirm Changes button and enter an amendment reason, if required
After modifying reservations,
If the transaction total remains the same, you are directed to the Reservation Detail page.
If the transaction total increases, you are directed to make a payment.
If the transaction total decreases, you are directed to refund the difference. If more than one customer paid for this reservation, then select a customer to receive the refund.
After editing a permit with a custom payment plan:
If the payment plan total is increased, then the system creates an additional payment due on the current date for the difference.
If the payment plan total is deceased, then the system deducts the difference from the final payment (if the final payment amount is less than the difference, then the system deducts the additional amount from the penultimate payment and so on).