Best practices for copying a reservation
Can you please share with us the best way to copy an existing guest’s name, email, and phone number in a new inquiry without “copying” an existing reservation?
By using the “Copy Reservation” option it auto-populates information not required.
Please share if anyone has a workaround.
Thanks so much!
Is your request to create an inquiry or a new reservation?
I agree that a new feature request for “copy an inquiry” would be helpful. I submitted one at some point, but more interest in that could bump it up the list.
I can tell you what I do, but others may have different ideas.
At the moment, I mostly just cut and paste, unless I feel more than 50% certain that they will book. If I do, then I copy and paste a previous reservation (which only creates a tentative reservation) and that will roll over their “on file” payment information in case it’s needed. If they don’t book, then I switch the email to my own, delete the reservation, and then change the email back (so as not to email the guest about a cancelled reservation).