Loopit Documentation
Changelog
  • Getting Started
    • What is Loopit?
    • Key Concepts
    • Setting up Loopit
      • Logging into Loopit
      • Multiple vs Single Workspaces
      • Configure Your Workspace
        • Workspace Details
    • Quick Start Guide
    • Welcome to Loopit 2.0
      • Understanding Loopit's Pricing Structure
  • Assets
    • Overview
    • Categories
      • Managing Categories and Subcategories in Loopit
      • Understanding Categories and Subcategories
      • Managing Pricing Overrides in Loopit
    • Adding Your Fleet
      • Uploading Photos
    • Tracking
      • Meter Readings
      • Tracking devices
    • Fleet Management
      • Issues
      • Service reminders
      • Inspections
    • Price Overrides
      • Customizing Charge Pricing Across Packages, Categories, and Fleet
      • Package-level Prices
      • Category-level Override
      • Asset-level Override
      • Bulk Asset-level Override
      • Asset-level Ultimate Override
  • Bookings
    • Overview
    • Lifecycle of a Booking
      • Lead Management
      • Creating a Booking
      • Confirming a Booking
      • Activating a Booking
        • Before Activation
      • Editing a booking
        • Adjust the price
        • Schedule Booking Changes
      • Pausing a Booking
      • Ending a booking
      • Cancel a booking
    • Deposits
      • Collecting deposits
      • Refunding/Claiming deposits
    • Referral source tracking
    • Tracking booking owner/manager
    • Contracts
      • How to Append Terms & Conditions (T&Cs)
      • How to send signed copy of contract/agreement to customer?
      • Inserting Dynamic Variables in Contract Templates
  • Billing
    • Invoices
      • Overview
      • One-Time Charges & Invoicing
      • Tax Types & Rules
      • Downloading Invoices
      • Overdue Invoices
      • Statement of account
      • Emailing invoices
      • Ad Hoc Billing & Invoices
    • Payments
      • Overview
      • Stripe integration
        • AU Becs Direct debit
      • Payment retry - Dunning
      • Auto pay
      • Deleting payment methods
    • Credit Notes
      • Overview
      • Create a credit note
      • Applying credit notes
      • Auto-apply credit notes
      • Refunding credit notes
    • Setting up your packages
      • Program Types
      • Packages
        • What are packages?
        • Creating a package
        • Charge types and models
        • Configuring delivery on packages
        • Charges per location
    • Add Ons
      • Mileage Billing
      • Claim Excess & Excess Reduction
    • Billing Items
  • Settings
    • Users
      • Roles & Permissions
      • Inviting & Assigning Users
      • Enabling & Disabling Users
    • Locations
      • Managing Locations
      • Invoice Customisation
      • Assigning Fleet Locations
      • Booking pickup date rules
    • Workflows
      • Overdue Invoice Reminder
    • Email templates
      • Merge Tags
      • Entity Types
      • Creating a Template
    • Contract templates
      • Creating a template
      • Assigning a Contract Template
    • Integrations
      • Xero
      • FrankieOne
      • Geotab
      • Telemax
      • Rentalmatics
      • Sumsub
      • Tessera MVR Search
      • Experian AU
      • Bonzah Insurance
    • Webhooks
    • Website
      • Facebook Meta Pixel
    • Booking Rules
  • Security
    • Security information
  • People/Companies
    • Creating a Person or Company
      • Creating a person
      • Creating a company
    • Emergency contacts and references
    • Document expiry notifications
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On this page
  • Why Edit a Booking?
  • Key Features of Editing a Booking
  • What Can Be Edited in a Booking?
  1. Bookings
  2. Lifecycle of a Booking

Editing a booking

Editing a booking in Loopit allows you to make changes to an existing reservation, ensuring flexibility and accommodating customer needs. Whether it’s adjusting dates, swapping vehicles, or updating payment details, Loopit’s intuitive interface makes it simple to modify bookings while maintaining accurate records.

Why Edit a Booking?

Changes to bookings are a common part of fleet operations. Some typical reasons for editing a booking include:

  • Extending or shortening the booking period.

  • Changing the assigned vehicle.

  • Updating customer details or contact information.

  • Applying discounts or updating charges.

Key Features of Editing a Booking

1. Flexibility

Edit bookings at any stage of the booking lifecycle—before activation, during an active booking, or when preparing to close.

2. Real-Time Updates

Changes are reflected immediately, keeping all stakeholders informed and ensuring operational accuracy.

3. Integrated Tools

Make edits while leveraging integrated features like contract updates, deposit adjustments, and payment recalculations.

4. Audit Trail

Loopit logs all changes, providing an audit trail to track updates and ensure accountability.

What Can Be Edited in a Booking?

  1. Booking Dates

    • Extend or reduce the duration of a booking.

    • Adjust start and end dates to fit customer needs.

  2. Assigned Vehicle

    • Swap the current vehicle for another one in your fleet.

    • Ensure the replacement vehicle matches the same category or customer requirements.

  3. Customer Information

    • Update personal details such as phone number or email address.

    • Add additional drivers or update licence details.

  4. Pricing and Deposits

    • Apply discounts, promotions, or fee adjustments.

    • Modify deposit amounts or process partial refunds if necessary.

  5. Add-Ons and Services

    • Add or remove optional services like insurance, excess reduction, or baby seats.

Last updated 5 months ago