Moving and editing on the board

For the office

Plans change all morning: a family switches tours, a departure moves to Thursday, two vans run to the same coast. Everything already placed on the board can be dragged, moved or edited in place, and every change keeps the rules: capacity, crew conflicts and pickup times are checked for you.

How do I drag a booking to another tour?

On a desktop, take the grip at the left edge of the row, the handle named Move this booking, and drop the row on another tour block of the same day. The seats are checked on the drop: if the target cannot take the party, the row simply returns where it was.

Dragging is for the quick same-day shuffle. To see why a move is refused, or to reach another day, use the row's Move menu instead; it shows the reason in words, for example This tour is full (8/8).

How do I move a booking to another day?

  1. Open the row's menu, the Actions button at the end of the row, and choose Move.
  2. Under This day, tap another of the day's tours to move the booking there directly.
  3. Under Another day, pick a date. The list shows the tours actually scheduled that day; tap one and the booking moves to it.

Moving never invents a departure: a day with nothing scheduled says No tours scheduled that day. Place the tour on that day first, then move the booking into it.

What happens to the pickup time when a booking moves?

A pickup time that is already set travels with the booking, untouched: a time the guest has been told never changes behind your back. Only an empty time is filled in, from the new tour's own grid. The price, on the other hand, is always recalculated at the new tour's rates.

After a cross-tour move, glance at the pickup column: the kept time was right for the old tour, and the new one may collect that zone at a different hour.

How do I edit or cancel a booking?

Click anywhere on the row and it turns into the same form the add row uses, with every field editable in place. Enter saves, Esc leaves the booking as it was. On a phone, tapping the booking opens the full-screen form instead, which also carries the two note fields.

Cancel, at the foot of the row's Actions menu, takes the booking off the board after a confirmation and frees its seats immediately. A cancelled booking disappears from the manifest but keeps its history.

How do I change or move a whole departure?

  • Change the tour: the block's own Tour control re-points the departure at a different tour and saves the moment you pick it. The manifest and the van stay; only the destination changes.
  • Move the whole day's work: the block menu, Tour actions, has Move to another day. The block travels with its entire manifest; bookings never stay behind.
  • Remove an empty departure: Remove tour at the foot of the same menu, after a confirmation. It only works once the manifest is empty; with bookings still on it the button says Remove the bookings first.

When a block moves to another day, its GUIA, CHOFER and FURGO come along, and each is checked against the target day: a guide already out on an overlapping tour, or a van already running, refuses the move and tells you who is holding it.

How do I reorder the departures on a day?

Drag a block by the grip in its header, the handle named Reorder departure, and drop it where it belongs. The order you set is the day's order everywhere: on the board, on the printed program and in the exports.

What is a convoy?

A convoy links tours that drive out together on the same day to the same destination, two vans running the north route as one operation. Linked blocks sit inside one bracket labelled Convoy, with the combined load beside it, for example 2 tours · 11/16 pax, and reordering moves the whole convoy as one.

  1. Open Tour actions on a block and choose Link convoy, or Add to convoy when the block is already in one.
  2. Pick the partner under Link with tour; only that day's unlinked tours to the same destination are offered.
  3. Unlink convoy in the same menu takes a block out again; when only one member would remain, the convoy dissolves.
A convoy groups the picture, not the books: each departure keeps its own manifest, its own crew and its own capacity. It also lives on one day; moving a block to another day quietly takes it out of its convoy first.
Moving and editing on the board · TourCockpit Help