---
title: "TRIPS Web - How to Update a Client’s Funding Type & Future Bookings"
description: "Overview"
canonical_url: "https://support.caremaster.com.au/articles/trips-web-how-to-update-a-clients-funding-type-future-bookings-Tl1IdneLv1"
md_url: "https://support.caremaster.com.au/articles/trips-web-how-to-update-a-clients-funding-type-future-bookings-Tl1IdneLv1.md"
---
# TRIPS Web - How to Update a Client’s Funding Type & Future Bookings

## Overview

This guide outlines how to update a client’s funding type and ensure future bookings reflect the change.


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## Update a Client’s Funding Type

**Step 1** - From the Main Menu, select **“Clients.”**
 ![](https://support.caremaster.com.au/api/attachments.redirect?id=905cc8a6-f0e5-4f94-8a65-5561e09ef3be " =683x314")

**Step 2** - Search for the client and click on their name to open the profile.

**Step 3** - Navigate to the Funding Details section and click **“Edit.”**
 ![](https://support.caremaster.com.au/api/attachments.redirect?id=bee305db-b667-4419-a7fe-40e0cddce0a0)

**Step 4** - Update the funding type as required:

* **Remove a funding type:** Click remove. You will be prompted to select a reason from a dropdown menu.
* **Add a funding type:** Select the appropriate funding type from the available options.
   ![](https://support.caremaster.com.au/api/attachments.redirect?id=a9fec92d-ff85-4eb2-81ea-6d31540e5ca5 " =546x255")

⚠️ **Important:** A reason must be selected when removing a funding type.

 ![](https://support.caremaster.com.au/api/attachments.redirect?id=494cdfc0-4607-4233-878c-05c6afc4c520 " =410x428")

**Step 5** - Ensure the correct funding type is marked as Default**.**

⚠️ **Important:** The default funding type will be used for new bookings.

**Step 6** - Click **“Save”** to apply the changes.


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## Update Future Bookings

Updating the client’s funding type does **not automatically update existing bookings**. These must be updated manually.


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**Step 1** - From the client’s profile, go to the Bookings tab.
 ![](https://support.caremaster.com.au/api/attachments.redirect?id=ced54fd5-11cd-46e2-98b6-2fe338ac4275 " =683x268")

**Step 2** - Select the booking to update and click **“Edit Booking.”**
 ![](https://support.caremaster.com.au/api/attachments.redirect?id=ac38a14a-1fa4-445a-a96a-472f50f0df69 " =683x306")

**Step 3** - Update the Funding Type field to the correct option.
 ![](https://support.caremaster.com.au/api/attachments.redirect?id=29ac280d-dfcb-4ca4-a037-2f5fc7f23860)

**Step 4** - Click **“Update Booking”** to save.

🔁 **Recurring Bookings:**
If the booking is part of a recurrence, select:
**“Save for this day and all future bookings in the recurrence.”**

 ![](https://support.caremaster.com.au/api/attachments.redirect?id=e7a7fd8a-3ebc-4e5e-89eb-1f6e49bb4d7e " =410x256")


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## Key Notes

* Funding type updates only apply to **new bookings** unless existing bookings are manually updated.
* Each booking or recurrence series must be updated individually.
* Always confirm the correct **default funding type** is selected to avoid future booking errors.