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How do I update existing documents within a booking?

Adding additional charges, rentals, or details to a booking that already has its master documents created

Step 1:

Navigate to the booking that you need to update.

Step 2: 

Navigate to the Master Docs tab. Click the gear icon and select "Edit". This will pull up a window that will allow you to edit events.

Bookings - Studio Gather - Tishman Speyer - Tripleseat (3)

For a review on how to create Master Docs, please review this Knowledge Base article.

Step 3:

In this new editing window, you will click into each particular event to update the event. Click "Save and Continue" before navigating to a new tab/event. Do not hit "Save" until all updates have been made.

Studio Gather - Tishman Speyer - Tripleseat (2)

Step 4:

When all changes have been made, hit "Save". This will take you back to the booking. Your updates have now been applied to the booking.

Step 5:

If you need to update the details of this booking, you must edit the existing documents you've already made. Do not create a second set of documents.

For a review on how to edit existing documents, please refer to this Knowledge Base article.

Step 6:

Was this article outdated or incorrect? Suggest a revision! Still need help? Submit a ticket!