Customers sometimes need to change their bookings. This article explains how to modify existing reservations.
When to Modify Bookings
Common modification scenarios:
- Customer wants different time
- Party size changed
- Switching to different date
- Changing staff member (services)
- Updating customer contact info
Accessing the Edit Function
To modify a booking:
- Find the booking in your calendar
- Click to open details
- Click Edit or Modify
- The edit form opens
What You Can Modify
Time Changes
- New date
- New time
- Duration adjustment
Resource Changes
For Restaurants:
Different table
Updated party size For Services:
Different staff member
Different service type
Customer Information
- Updated phone number
- Changed email
- Modified name
Notes and Requests
- Add or change special requests
- Update internal notes
Modification Process
- Open the booking for editing
- Make necessary changes
- Check availability for new time/resource
- Save the changes
- Notifications are sent
Availability Check
When changing time or resources:
- System checks if new slot is available
- Conflicts are flagged
- May need to choose alternative
How Modifications Are Tracked
When you modify a booking:
- Original booking is marked "modified"
- New booking version is created
- History is preserved
- Both customer and team are notified This creates an audit trail.
Customer-Initiated Modifications
Customers can also modify:
- Via link in their confirmation email
- Opens modification interface
- Same changes available
- You receive notification
Modification Notifications
When a booking is modified:
- Customer receives update email
- Team receives change notification
- Calendar updates in real-time
Restrictions
Some modifications may be restricted:
- Past bookings can't be modified
- Very close bookings may have limits
- Cancelled bookings can't be modified (rebook instead)
Best Practices
- Check availability first — Ensure new time works
- Confirm with customer — Especially for big changes
- Update notes — Document why changes were made
- Verify details — Double-check before saving