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Copying or transferring services to another file

Learn how to copy or move a service between dossiers.

Updated over a week ago

This feature is useful when travelers share similar bookings or when you accidentally added a service to the wrong file.


How to copy or move a service

  1. Open the file containing the service.

  2. In the Services section, locate the line you want to move.

  3. Click More (β‹―) at the end of the line.

  4. Choose one of the options:

    • Copy – duplicates the service in the same file.

    • Copy to another file – duplicates it into another dossier (keeps the original).

    • Move to another file – transfers it completely (removes from the current dossier).

πŸ“Œ Screenshot: [Service copy/move menu placeholder]


When to use each option

  • Copy: When you want to duplicate a service and slightly adjust it (e.g., change passenger or price).

  • Copy to another file: When multiple travelers have identical trips but need separate agreements or invoices.

  • Move to another file: When a service was added to the wrong dossier by mistake.

πŸ’‘ Tip: After copying or moving, always review traveler names, booking references, and prices to ensure accuracy.

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