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The Navigator

The Navigator is the window in EMS that you use to view and manage all aspects of a reservation including bookings and booking details.

This section includes the following: 

  • Overview of the Navigator
  • Get Familiar with the Navigator
  • Edit a Reservation in the Navigator
  • Add Bookings to a Reservation in the Navigator
  • Copy a Reservation in the Navigator
  • Change the Status of a Reservation in the Navigator
  • Apply or Update Pricing Plans
  • Apply a Reservation Discount
  • Edit a Booking in the Navigator
  • Edit Multiple Bookings in the Navigator
  • Move Bookings to a Different Reservation in the Navigator
  • Copy Multiple Bookings in the Navigator
  • Booking Details and Items Overview
    • Add Booking Details and Items to Individual Bookings
    • Add Booking Details and Items to Multiple Bookings
    • Edit Booking Detail Items for Individual Bookings
    • Copy Booking Details Between Bookings
    • Delete Booking Detail Items from Multiple Bookings
    • Edit Charges for Multiple Billable Item
    • Edit Count Information for a Booking in the Navigator
    • Add Booking Details Wizard
    • Copy Booking Details Wizard
    • Delete Booking Details Wizard
    • Delete Item Wizard
    • Add Item Wizard
  • Comments and Reminders in the Navigator
    • Add Multiple Comments and Reminders to a Reservation
  • User-Defined Fields in the Navigator
  • Attachments in the Navigator
  • Drawings in the Navigator
  • Resource Utility Conflicts Tool
  • Approve or Deny Reservation Requests

 


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