Copy a Reservation in the Navigator

You can create a new reservation by copying an existing reservation and then making any necessary changes. When you copy a reservation, you specify a new start date and status. You can also copy reminders, comments, user-defined fields, attachments, drawings, and booking details.

  1. Open the reservation in the Navigator.
  2. In the left pane, select the reservation that you want to copy.
    1. In the right pane, select Tools > Wizards.
  3. Select Copy reservation.
  4. Enter the information for the new reservation.
Field Description
New start date The date of the first booking in the new reservation.
New status The status assigned to the new reservation.
Reconfirm date Enter a date if the selected status requires reconfirmation.
Conflict status The status to apply if the copied bookings create scheduling conflicts.
Reconfirm date Enter a date if the selected conflict status requires reconfirmation.
Copy reminders Copies existing reminders to the new reservation.
Copy comments Copies existing comments to the new reservation.
Copy user defined fields Copies user-defined field values.
Copy attachments Copies attachments.
Copy drawings Copies drawings.
Copy booking details Select the booking details to copy. To copy all displayed booking details, select Select all.
Show inactive Displays inactive booking details for selection.
Copy inactive resources/rooms Copies inactive rooms and resources. This option is selected by default.
  1. Select Next.
  2. In the Select bookings window, select the bookings to copy.
  3. Optional:
    • Use Hide canceled bookings to hide canceled bookings.
    • Clear Hide old bookings to display all bookings regardless of date.
  4. To select all displayed bookings, select Select all.
  5. Select Finish.

The copied bookings follow the same scheduling pattern as the original reservation. For example, if the original bookings occur every seven days, the copied bookings use the same interval beginning with the new start date.

The wizard copies bookings as they currently exist. It does not move bookings to different rooms or locations.

The original reservation and the new reservation appear in the Navigator. EMS assigns the new reservation the next available reservation number.

If any copied bookings conflict with existing bookings, the conflict is indicated in the Navigator.