Cvent Passkey™ Planner Portal: Bulk Edits Guide

Julie Reilly

Created Oct 21, 2024

Cvent Passkey™ Planner Portal: Bulk Edits Guide

This guide will show you have to make edits in bulk. These would be edits that apply to more than one reservation.

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Cvent Passkey™ Planner Portal

19 Steps
1

Check the boxes nest to the reservations that you need to edit.

Check the boxes nest to the reservations that you need to edit.
2

Click on the Check-in calendar.

This guide shows edits to check-in / check-out dates and the address. our edits could be different information.

Click on the Check-in calendar.
3

Click on the new check-in date.

Click on the new check-in date.
4

Click on the Check-out calendar.

Click on the Check-out calendar.
5

Click on the new check-out date.

Click on the new check-out date.
6

Click on Apply

Click on Apply
7

The system will show if your were applied or not. Click on Ok

The system will show if your were applied or not. Click on Ok
8

If you are making an edit that applies to all reservations, click on the top box to select all boxes.

If you are making an edit that applies to all reservations, click on the top box to select all boxes.
9

Click on More Info.

This drop down gives you access to 4 categories: Contact Information, Additional Guests, Requests (these would be things like away from elevator), and Billing Information.

Click on More Info.
10

Click on Contact information.

Click on Contact information.
11

Type new address.

Type new address.
12

Tab through or place your cursor on the secitons you need to edit.

Tab through or place your cursor on the secitons you need to edit.
13

Click on -Select State/Province-

Click on -Select State/Province-
14

Type new postal code.

Type new postal code.
15

Type city.

Type city.
16

Type phone number.

Type phone number.
17

Click on Done when your edits are compelted.

Click on Done when your edits are compelted.
18

Click on Apply so the system makes the edits to the reservations you slected.

Click on Apply so the system makes the edits to the reservations you slected.
19

Click on Ok to close the box.

Click on Ok to close the box.
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