Moving and Editing Bookings

Overview

Once a booking is on your calendar, you can easily change it:

• Move to a different time (drag up/down)
• Assign to different staff (drag left/right)
• Make it longer or shorter (resize)
• Change details (double-click to edit)

No need to delete and recreate - just drag and drop!

Moving Bookings to Different Times

Drag to Move

Moving a booking is simple - click and hold on it, drag up or down to a new time slot, and release. The booking moves immediately. When you do this, the start and end times update while the duration stays the same (the booking keeps its length), and the staff assignment doesn't change.

[IMAGE PLACEHOLDER: Booking being dragged with motion arrow showing up/down movement]

If there's a conflict at the new time, you'll see a warning. As you drag, the calendar shows a ghost preview so you can see exactly where the booking will land before you release it.

Conflict Warnings

If you move a booking to a time when that staff member is already booked:

You'll see a modal:

• Shows the conflicting booking (job, customer, time)
• Gives you two choices: Reschedule or Override

To reschedule:

• Click "Cancel"
• Drag the booking to a different time
• Or assign different staff

To override:

• Click "Create Anyway" or "Override"
• Booking moves despite the conflict
• Use for emergencies only

[IMAGE PLACEHOLDER: Conflict warning modal with options highlighted]

Moving Across Days

In Day/Week views:

• Drag left or right to move to different days
• Works the same as moving up/down
• Drag to the day you want, drop it

In Month view:

• Click the booking first
• Edit modal opens
• Change the date manually
• Click Save

Reassigning Bookings to Different Staff

Drag Between Columns (Grid View)

How to do it:

1. Click and hold the booking
2. Drag left or right across staff columns
3. Drop on the new staff member's column
4. Staff assignment updates

[IMAGE PLACEHOLDER: Booking being dragged horizontally across staff columns]

What changes:

• Staff assignment (new person assigned)
• Booking appears on their calendar
• Removed from old staff member's calendar
• Times stay the same

Drag Between Rows (Timeline View)

Same concept, different direction:

1. Click and hold the booking
2. Drag up or down across staff rows
3. Drop on the new staff member's row

[IMAGE PLACEHOLDER: Booking being dragged vertically across staff rows in Timeline view]

Multi-Staff Bookings

If a booking has multiple staff assigned, dragging changes ALL staff:

• Drag to new time = All staff move to that time
• Drag to new staff = Replaces entire crew with new person

To change one staff member:

• Double-click the booking
• Edit staff assignments in the modal
• Add or remove specific people

Resizing Bookings (Changing Duration)

Make Bookings Longer or Shorter

How to do it:

1. Hover over the top or bottom edge of a booking
2. Cursor changes to a resize handle (double arrow ↕)
3. Click and drag up (to shorten) or down (to extend)
4. Release when you reach the desired duration

[IMAGE PLACEHOLDER: Booking with resize handles at top and bottom edges highlighted]

What changes:

• End time adjusts (start time stays the same if dragging bottom edge)
• Start time adjusts (end time stays the same if dragging top edge)
• Duration updates
• Staff assignment unchanged

Common uses:

• Job running over - drag bottom edge down to add time
• Job finished early - drag bottom edge up to shorten
• Need earlier start - drag top edge up

Editing Booking Details

Quick Edit (Single Click)

Click once on a booking:

• Popup shows basic details
• Job number, customer, time, staff
• Click outside to close
• Good for quick reference

[IMAGE PLACEHOLDER: Booking popup showing quick details]

Full Edit (Double Click)

Double-click on a booking:

• Full booking details modal opens
• Shows job information
• Shows all assigned staff
• Can navigate to full job page

In the modal you can:

• View booking status
• See complete job details
• Click through to the job page
• Close to return to calendar

[IMAGE PLACEHOLDER: Booking details modal]

Editing from Job Page

For more control:

1. Double-click booking on calendar
2. Click "View Job" in the modal
3. Go to Bookings tab
4. Click the booking you want to edit
5. Change times, staff, notes, or status

This method lets you:

• Change booking notes
• Update booking status (Scheduled → In Progress → Done)
• See all bookings for the job together
• Add or remove multiple staff members

[IMAGE PLACEHOLDER: Job detail page > Bookings tab with booking cards]

Deleting Bookings

From the calendar:

• Right-click on booking (context menu)
• Select "Delete Booking"
• Confirm deletion

From the job page:

• Go to Bookings tab
• Click the booking
• Click "Delete"
• Confirm

Warning: Deleting a booking can't be undone! If you just need to reschedule, move it instead.

When to delete:

• Job cancelled
• Booking created by mistake
• Work no longer needed

When NOT to delete:

• Just need different time (move it instead)
• Need different staff (reassign instead)
• Work is postponed (move to future date)

Batch Operations

Moving Multiple Bookings at Once

Currently not supported - you need to move bookings one at a time.

Workaround for moving many bookings:

1. Use Day or Week view (easier to see multiple)
2. Start with earliest booking
3. Move it, then move the next one
4. System remembers your drag pattern

Tip: If you need to reschedule a whole week due to weather, do it chronologically (Monday first, then Tuesday, etc).

Common Scenarios

Reschedule to Tomorrow

Fast method:

1. Drag booking to the right (next day)
2. Adjust time if needed (up/down)
3. Done!

Careful method:

1. Double-click booking
2. Click "View Job"
3. Bookings tab
4. Edit booking
5. Change date and save

Staff Called In Sick

To reassign their bookings:

1. Look at their column/row on calendar
2. For each booking, drag to available staff member
3. System warns about conflicts
4. Override if urgent, or reschedule

Tip: Do this early in the morning so everyone knows their updated schedule.

Job Taking Longer Than Expected

To extend booking:

1. Hover over bottom edge of booking
2. Drag down to add more time
3. Check next booking (might create conflict)
4. Adjust as needed

Or:

• Leave original booking as-is (shows when you expected to finish)
• Create second booking for the extra time
• Better for tracking how long jobs really take

Emergency Requires Immediate Scheduling

Fast schedule:

1. Find next available time slot on calendar
2. Drag to create booking
3. Choose the job
4. Override any conflicts if necessary
5. Notify staff immediately

The drag method is fastest - don't use the + button for emergencies.

Tips for Efficient Editing

Use drag and drop when possible:

• Faster than opening modals
• Visual - you see where it's going
• Great for simple changes (time/staff)

Use modals for complex changes:

• Changing multiple details at once
• Updating notes or status
• Need to think about it

Check for conflicts before moving:

• Glance at destination time slot
• Empty = safe to move
• Already has booking = you'll get a warning

Resize instead of recreate:

• Job running over? Resize it
• Don't delete and create new one
• Preserves booking history and status

Keep staff informed:

• Moving bookings affects their schedule
• Send a message if making big changes
• They see updates on mobile app immediately

Common Questions

Can I move bookings from past dates? Yes, but it's usually better to leave them where they were for accurate record-keeping. Only move them if it was genuinely scheduled wrong.

What if I drag to the wrong place? Just drag it again! You can move bookings as many times as needed.

Can I copy a booking instead of moving it? Not directly. To duplicate a booking, note the details and create a new one manually with the same information.

Does moving a booking notify the staff member? No, there are no automatic notifications. If you reassign a booking, tell the staff member directly.

Can managers move bookings created by other people? Yes - as long as you have manager/admin permissions. Restricted users might not be able to edit bookings.

What if I move a booking and then the customer cancels? Just delete the booking or change the job status to "Cancelled" (turns the booking red).

What's Next?

• Creating Bookings - How to add new bookings
• Booking Conflicts - Understanding overlap warnings
• Using the Calendar - Master calendar navigation
• Multi-Staff Bookings - Working with team assignments

---

Need more help? Use the help cart (? icon in the header) or email support@cooledge.com.au