Documentation · Booking

How To Duplicate A Booking

What this does

This guide explains how to use the Duplicate Booking flow in Booking.

Use this when a new booking should start from the same structure, customer context, or service setup as an existing one.

Before you start

The source booking should already exist.
The user must already have access to edit the booking they want to duplicate.

Why this matters in the suite

Duplicating a booking is often safer than rebuilding the same structure by hand.

That matters when the booking will later connect into jobs, customer communication, timecards, or invoicing and you want the same operational context to carry forward.

Steps

Open Booking.
Open the existing booking you want to reuse.
Use the Duplicate Booking action when it is available.
Review the duplicated draft after it is created.
Confirm the copied values still make sense for:

customer
service setup
scheduling details
pricing or payment expectations

Save any changes needed for the new booking.

Common mistakes

duplicating a booking without checking dates or schedule details
assuming copied pricing, taxes, or payment expectations are still correct for the new work
using duplication when the form or workflow should really be rebuilt cleanly instead

What to do next

If the duplicate belongs to a wider project, continue into the matching job workflow next.