BridgeIT TutorialsUsing BridgeITManaging Client Details Managing Client preferencesHow do I link STO / preferred rates to existing clients on BridgeIT

How do I link STO / preferred rates to existing clients on BridgeIT

This tutorial will show you how to link a STO to a specific client. In order to get this done, you will need to make sure that you have an STO setup so that you can link it. If you are unsure as to how to set it up please click here

Open the booking

Click on edit client

In order for you to link a STO to a client you would need to have a STO in place. You will need to make sure that you have an STO already setup.

Click on additional

Select the rate sheet

Once you have clicked on the drop down all you will need to do is select the rate sheet and then click on save.

Click save to save changes

As soon as you have clicked on save all manual future bookings for that particular client will pull through on the STO rate sheet as shown below