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Editing a Booking

Plans change, and EquipDash makes it easy to update a booking after it has been created. You can change dates, swap items, adjust quantities, and update customer details.

Who Can Edit Bookings?​

Editing a booking requires the Bookings: Edit permission. If you do not see the edit options described below, ask your account admin to check your role and permissions.

How to Start Editing​

  1. Open the booking you want to edit by clicking it in the bookings table.
  2. Click the Action dropdown in the top-right corner of the booking detail page.
  3. Select Edit.

This puts the booking into edit mode where you can make changes.

The booking detail page in edit mode, showing editable date pickers and item controls.

Changing Dates​

  1. In edit mode, update the Pick up date & time, Return date & time, or both using the date and time pickers.
  2. EquipDash will automatically check availability for the new dates. If any items are unavailable, you will see a warning.
  3. Click Save to apply the changes.
tip

When you change dates, EquipDash recalculates the pricing based on the new rental period. Check the updated total before saving.

Changing Items and Quantities​

Adding an Item​

  1. In edit mode, click Add Item.
  2. Search or browse for the product you want to add.
  3. Select the quantity and any variation (e.g. size).
  4. Click Add to include it in the booking.

Removing an Item​

  1. Find the item in the booking's item list.
  2. Click the Remove button (trash icon) next to the item.
  3. Confirm the removal.

Adjusting Quantity​

  1. Find the item in the booking's item list.
  2. Click the quantity to edit it, or use the Edit button.
  3. Enter the new quantity.
  4. Click Save.

Changing the Customer​

  1. In edit mode, click Edit next to the customer name.
  2. Search for a different customer by name or email.
  3. Select the correct customer from the results.
  4. Click Save to update the booking.
note

Changing the customer does not affect the booking's payment history. Any payments already recorded remain linked to the booking.

Editing Participants (Experience Bookings)​

For experience bookings, you can also manage participants:

  1. On the booking detail page, scroll to the Booking participants section.
  2. Click Add/ edit participants to add a new participant or edit existing ones.
  3. You can assign participants to specific rate categories (e.g. Adult, Child, Senior).
  4. Click Save when done.

How Edits Affect Pricing​

When you make changes to a booking, the pricing is automatically recalculated:

  • Date changes may change the rental duration and therefore the total price.
  • Adding or removing items updates the subtotal.
  • Quantity changes adjust the line item total.
  • Promo codes and discounts are reapplied to the updated subtotal.

If a payment has already been made, the updated Amount due reflects the difference. You can then add an additional payment or process a refund as needed.

Edit History​

All edits are logged in the booking's History tab. You can see who made each change and when, giving you a full audit trail.