Add and Remove Bookings and Booking Orders on Contracts

Add Bookings to Contracts

You can add bookings and their booking orders to an existing contract from the contract. When you add a booking to a contract, the booking order is automatically added to the contract. To add a booking to an existing contract:

1. Click the Events link from the Main Menu. The Events screen opens.
2. Select the event with the booking(s) and contract.
3. Right-click and select Edit. The Edit Event screen opens.
4. Select the Contracts tab.
5. Select the contract to add the booking(s).
6. Right-click and select Edit. The Edit Contract screen opens.
7. Select the Bookings tab.
8. Click the Add Existing Bookings button. The Advanced Search Bookings screen opens.
9. Select the booking(s) to add to the contract. Use Ctrl+Click or Shift+Click to select multiple bookings.  
10. Click the Select button. The booking(s) is added to the contract. A prompt appears to revise the contract. Click Yes to revise the contract and update the status. Click No to revise at a later date. See Contract Revisions for more information. Depending on the contract status, you may receive a prompt to create a payment plan or add to a payment plan if one exists on the contract. Select Yes or No as needed.

Remove a Booking

Removing a booking also removes any associated booking orders from the contract. If multiple contracted bookings with charges exist on one order, removing a single booking creates a new order for that booking. The remaining contracted bookings remain on the original order.

To exclude space rental charges from a contract, remove the booking and booking order from the contract. You could also create two separate contracts: one for space rental charges and another for other charges.

The steps to remove a booking(s) is the same whether there is a booking order or not. To remove a booking and/or booking order from a contract:

1. Click the Events link from the Main Menu. The Events screen opens.
2. Select the event with the booking(s) to remove.
3. Right-click and select Edit. The Edit Event screen opens.
4. Select the Contracts tab.
5. Select the contract with the booking(s) to remove.
6. Right-click and select Edit. The Edit Contract screen opens.
7. Select the Bookings tab.
8. Select the booking(s) to remove from the contract. Use Ctrl+Click or Shift+Click to select multiple bookings.  
9. Right-click and select Mark for Delete.
10. Click OK. You may receive also receive a prompt about revising the contract and/or generating contract documents. Select Yes or No depending on your organization's processes.