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.”

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.”

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.

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

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.

Step 2 - Select the booking to update and click “Edit Booking.”

Step 3 - Update the Funding Type field to the correct option.

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.”

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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.