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Aug 04, 2022
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How-to Link Reservations and Replicate Changes

Linking Reservations in Limo Anywhere allows you to group multiple reservations together to show on forms and/or replicate changes throughout the linked reservations. This feature/functionality is really helpful if you need to make batch updates over multiple reservations.

How-to View Linked Reservations

You can view Linked Reservations in the ‘Linked Reservations’ on a reservation. To open the ‘Linked Reservations’ screen on a reservation:

  1. Open a Reservation
  2. In the top right of the reservation, click ‘Link‘
    Note: ‘Link’ will be in red if there are reservations already linked. ‘Link’ will be in black if there aren’t any linked reservations.
  3. The ‘Linked Reservations‘ screen will pop-up and show you a list of reservations that are linked to this reservation

How-to Remove Link Between Reservations

You can remove the link(s) between Reservations in the ‘Linked Reservations’ screen. To remove the link(s) between reservations:

  1. Open a Reservation
  2. In the top right of the reservation, click ‘Link‘
  3. Select the the reservation(s) you want to remove the link between by checking the box to the right of each reservation
  4. Click ‘Remove Link Between Selected‘ to remove the link between the reservation(s)

 

How-to Link Reservations

You can link reservation in the ‘Linked Reservations’ screen. To link reservations:

  1. Open a Reservation
  2. In the top right of the reservation, click ‘Link‘
  3. Click on the ‘Link Reservations‘ tab
  4. You will see a list of the unsettled reservations in your system
  5. Select the the reservation(s) you want to link by checking the box to the right of each reservation
  6. Click ‘Link Selected‘

You can also link reservations when Copying a reservation or creating a Round Trip.

Note: All linked reservations will only be linked to the reservation you originally linked from. This means any subsequent linked reservations will not be linked to each other. You will need to go into those reservations and link to other reservations if needed.

How-to Replicate Changes on Linked Reservations

You can replicate the changes made on reservation across all or select linked reservations. This allows you to batch update multiple reservations easily.

The data from a reservation you can update to other linked reservations is:

  • Bill To, Booked By & Passenger
  • PU Date
  • PU Time & All Other Times
  • Routing Information
  • Number of Passengers and Luggage
  • Trip Notes & Notes Settings
  • Customer Rate Information
  • Service Type
  • Vehicle Type
  • Affiliate Assigned & Affiliate Rate
  • Driver & Car Assigned
  • Group Name
  • Occasion
  • Primary & Secondary Agent Info
  • Child Seat Options
  • Referral Source
  • Payment Method, Type and related Credit Card
  • Rental Agreement

NOTE: Once the data is copied, you will not be able to undo the changes.

To replicate changes on reservations:

  1. Open a Reservation
  2. Make sure you make the changes on the reservation that you want to update on the other reservations
  3. In the top right of the reservation, click ‘Link‘
  4. Click on the ‘Replicate Changes‘ tab
  5. Under ‘Replicate information to:‘ select ‘All Linked Reservations‘ to replicate to all or ‘Only Selected Linked Reservations‘ to replicate to only select reservationsIf selecting linked reservations, you will need to check the box to the right of each reservation
  6. Under ‘Select Data To Replicate:‘, check the box to right of each data point you want to replicate to the other linked reservation(s)
  7. Click the ‘Replicate Information’ button to make the updates to the other reservations

How-to Search Reservations on the ‘Linked Reservations’ Screen

You can search for other reservations on each tab in the ‘Linked Reservations‘ screen. To search for reservations:

  1. Open a Reservation
  2. In the top right of the reservation, click ‘Link‘
  3. Select the tab you want to search on based on what action you are trying to take for this reservation
  4. You can search for specific information and/or a date range
  5. If you’re searching for specific information, enter your details in the ‘Search For‘ field and select which field on a reservation that you are searching for in the ‘Search In‘ drop down
  6. If you’re searching for reservations in specific date range, select the ‘Date From‘ to ‘Date to‘
  7. Once you’ve entered in the information and/or date range you want to search for, click ‘Go‘

Note: Only Unsettled Reservations will appear in the ‘Linked Reservations‘ screen

 

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