Transfer Booking

This gives you the ability to transfer a booking to another client in your base.

Requirements

• Booking can't have an invoice connected to an Accounting Software. In other words, the booking must be reopened if closed and the old invoice will need to be deleted in the Accounting Software. Do not delete the payment in the Accounting Software. After the transfer is done in Zr Ware® and synced to the Accounting Software, move the payment over to the correct invoice in the Accounting Software.
• If you are transferring the booking to a new client, create the client in the system before initiating the transfer.
• You must have the Franchise Admin > Booking Transfer permission.

How do I use this?
This can be found in the Client Screen > Client History > Actions drop down.

Clicking on 'Transfer Booking to Another Client' will open the transfer window.

Make sure a Service Contact and Service Address/Billing Address is selected.
Click Transfer Booking.