Articles on: Booking, Attendance & Session reports

Editing a child's booking

Editing a child's booking


This article will assist you with editing a booking for a child.


Overview


Editing a booking is only for a Temporary change not an ongoing permanent change to their bookings, for example:


  • You would like to change the fee the child/ren are being charged under for selected day/s only. This could be for eg. Excursions in an OSHC or an early Finish Fee for CBC Services.
  • If you are applying a discount or gap fee discount to selected day/s only.
  • Transitioning a child to a different room for selected day/s only -


If the booking information - Room, Days, Sessions, Discounts are changing permanently, this would require you to follow the process of managing a change to a permanent booking.

To assist you with this process see: Managing changes to a permanent booking.


Editing a booking


  1. Select the Bookings & Attendances screen
  2. Select the Bookings Tab
  3. Search on the name of the child
Note: This could also be filtered to all children on a day/room or all children for a family etc.
  1. Set the bookings *From Date
  2. Set the bookings *To Date
  3. Select Search
  4. Select the 3dot menu next to the child for the required date to edit
  5. Select Edit from the drop-down



In this example the child is moving into the Preschool room for the day, however we would like to still charge the Kindy Room session/fee price.


When the new room is selected only the Sessions linked to that room will display.

To assign a different session to a child than the standard linked to the room, select Show all sessions



Complete your editing selections for the day.

Note: You only need to select what is actually changing.
  1. Select Room if this is changing for the selected day/s
  2. Select Session if this is changing for the selected day/s
  3. Add a Discount if that is being applied or removed for the selected day/s
  4. Apply additional fields eg. Preschool session, Gap Fee Discount
  5. Select *Save to save the changes for the selected day/s



The change will only apply to the selected day/s, this is not a permanent change.


Updated on: 27/08/2024

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