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How to Edit/Reschedule a Booked Party

Solution

Here is a quick overview of how to utilize the party product features of LilYPad. Scroll down to view a more detailed guide of the selected topic.





NOTE: If you want to keep the Same Party and just change the Date, follow these same steps; just add the same Party in the sale with the new date.
 

  1. In order to switch party packages, you must first find the sale. Go to the Search button and enter the Sale ID, Customer's Last Name or Date to search for the matching sale in the system (Run a blank search to see the last 50 sales).

     Change-Party-Package-1.jpg

NOTE: You can also Edit the Party by finding it in the Calendar.


  1. Once the sale has been found, select the Edit button located on the far right of the desired sale.

     Change-Party-Package-2.jpg

  2. This will bring you back to the Sales Screen with the selected transaction showing up in the transaction box. Select the item itself(shown in blue/purple) which will bring you to the details screen of the party.

     Change-Party-Package-3.jpg

  3. Scroll to the bottom of the page and select the package in the provided drop down list and select Update Party and Save Waivers.

     Change-Party-Package-7.jpg
  1. Click Save & Close to complete the update.

     Change-Party-Package-6.jpg

NOTE: If done correctly, any credit already put towards the original Party (i.e. deposits) should be accounted for with the new Party.


 
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Article details
Article ID: 22
Category: Products: Parties
Date added: 2014-07-14 17:10:20
Views: 617
Rating (Votes): Article rated 3.7/5.0 (3)

 
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