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Copying or transferring services to another file

Learn how to copy or move a service between dossiers.

Updated over 3 months 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 (⋯) 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).


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.

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

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