Skip to content 
Bookings change: a Customer arrives later, needs extra work or swaps Vehicles. This article shows you how to open a Booking in the diary and change its Date, Time, Mechanic, Vehicle or notes.
You can edit a Booking in Workshop Software as long as it has not been started / converted into a job card.
Accessing your Booking
- Navigate to the Booking Diary and locate the Booking by selecting the specific day in the Booking Calendar.
- Click on an Event Time associated with the Booking, ensure you select the correct Customer and verify which Mechanic the Booking is assigned to.
Make Changes to the Booking
When editing a Booking you may update the Time, Date and Mechanic assignments, and modify your records like Invoice and Job Card Notes and Booking records.
Update Bookings Times
- To open the Booking's Event Times associated with a Labour Product, click the Green Cog icon in the Products List entry.
- In the pop up that appears click to select one of the Event Times and then the Update button to change the details.
- Once you have made your changes click the Update button to save the changes.
| Field | What it does |
|---|---|
| A. Estimated Hours | Adjust the estimated time span for the Booking. |
| B. Mechanic | A Mechanic can be added or changed if one was included in the original Booking. |
| C. Date | This will update the Date for this Booking |
| D. Time | This will update the planned time for this Booking |
Please Note: A confirmation message will appear indicating that the Event Time has been successfully saved. If an error message appears in a red banner stating “Mechanic Not Scheduled To Work During That Time Period”, review the mechanic’s schedule for the specified day and make the necessary adjustments.
Split Booking over Multiple Days
If you need to extend a Booking over multiple days you may create additional Event Times for each subsequent day.
- Click the Cog icon to re-open the Labour Product's Event Times.
- In the Pop Up that appears please click the Create button to add a second or subsequent event.
- You may assign the same Mechanic or a different Mechanic from your list, make sure to set a future Date (C) with the pop-up calendar before clicking the Update button to save the new Event Time.
Change Booked Vehicle
You may update the Vehicle associated with a Booking, choosing a another Vehicle owned by your Customer or creating a New one.
- In the Vehicle Card click the three bar Vehicle List icon.
- To select an alternative Vehicle click the Vehicle's entry in the list.
- If you would like to create a new Vehicle click the + icon and enter the Vehicle's details, then click save, as a minimum you should enter the Vehicles Registration number and state and select the correct Body Type, then click the Save button.
Update Booking Details
You can add new Products, due dates, order numbers and notes to any Booking.
| Field | What it does |
|---|---|
| 1. Customer Order Number | This field is optional and may be used to store a Customer's order number. |
| 2. Booking Date | Choose the date for the first day of the Booking, extra days can be assigned as Event Times. |
| 3. Due By | This is also optional and records when a Customer would like their work complete. |
| 4. Description | A short description of the work that needs to be done. |
| 5. Products | You can add or delete Products, but at least one labour line must remain on the Booking. |
| 6. Freight | If you will be charging Freight as part of the final Invoice this may be entered now. |
| 7. Discount | A percentage or cash discount may be added to the Booking record that will be created on the new Job. |
| 8. Notes | Event Notes and Job Card Notes may be entered with a Booking and will transfer to the Job as Invoice and Job Card notes respectively. |
Save your Booking
- Once you have made all necessary edits, click the green Save button at the bottom-right of the page to apply the changes.
Good to Know
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
Related Articles
- Delete a booking
- How to Create a Booking in Workshop Software
- How to quickly create a booking in Workshop Software
