However, for agent bookings, only the details of the lead guest of a booking are shown in the vendor account, therefore the item association and agent guest details need to be copied into the vendor account.
Fields that will be copied to the vendor are marked with a ⱽ .
The copying can be done using the Copy Guests function:
If you require guests to be associated with lessons it is recommended to check that all lessons are properly associated with guests on a rolling basis. You can check associations using the Check Bookings function:
Suggested Workflow for Copy Guests
On a rolling basis, check bookings x days in the future and follow up as necessary.
Each morning, use the Copy Guests function to copy guests and associations. Then use Check Bookings throughout the day to locate bookings that are not associated with guests and follow up as a priority.