Use Transfer to move an entire booking and its existing transactions to another room or property in BookingTrust. Use a funds transfer instead if only an amount needs to move between bookings.
This moves the whole booking
Check the destination property and owner carefully. Existing booking transactions move with it, so the change can affect which property’s records and owner reports contain those amounts.
On this page: Choose the right option · Before you start · Transfer the booking · Check the result
Choose the right option
| You need to… | Use… |
|---|---|
| Move the whole reservation and its transactions to another room or property | Transfer. Follow the steps below. |
| Reallocate some money between two existing bookings | Funds. See Transfer funds between bookings. |
| Split a stay between rooms | Split, where available. This is a separate process; ask support if you are unsure how it should be recorded. |
Before you start
- Confirm the booking reference, current property and correct destination property. Check the destination’s owner and fee setup.
- Review the booking’s Payment Record, Statement and Fees so you know which transactions are moving.
- For a booking imported from a PMS, check the room/property allocation in the PMS first. If the systems disagree, ask support which correction is required before making a separate manual move.
- If funds have already been disbursed, the period is closed or you cannot explain the effect on an owner report, contact support first.
Transfer the booking
- Find the booking and select its + to open the booking options.
- Select Transfer. Check that the transfer screen shows the intended source booking and property.
- Under Transfer Details, choose the destination property in Transfer to.
- Check the destination once more, then select Save. The whole booking and its transactions are moved to that property.
Check the result
- Find the booking again and confirm that it now belongs to the intended property.
- Review its Payment Record, Statement and Fees. Check the existing charges and fee amounts; do not assume the destination property’s rates have been reapplied.
- Review the affected property/owner reports before any further release or disbursement. See View and check an owner statement.
Transfer unavailable? The options shown depend on the booking’s state and your access. A released booking may have different options from an unreleased booking, and a disbursed booking needs a supported correction process. Contact support rather than undoing financial records to make the button appear.
Does this send a bank payment? No. It changes the property allocation in BookingTrust. It does not transfer money at your bank or replace the separate work needed to keep an imported booking correct in its PMS.
If the result is unexpected, give support the booking reference, old and new property references, and the transfer date. Avoid transferring it repeatedly while investigating.