How to Link Event Maps to Customer Bookings/Quotes/Invoices

⚡ Quick Answer

• Solution: Use the Link to Booking button to attach an event map to a customer’s booking, quote, or invoice in the rental system.

• Time: 30 seconds

• Video: 🎥 How to Link Maps to Customer Bookings (0:40)

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When You Need This

Use this when you want to connect an event map directly to a customer’s booking or documentation. This ensures the map appears in their quote, invoice, pick list, or delivery notes for seamless communication and logistics.

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Steps

1. Click the Link to Booking button – Located in the top-left corner of the interface.

2. Search for the booking – Enter either the customer’s name or the quote name into the search box.

3. Click Link – The event map is now attached to that booking.

✅ Success Indicator: The map is linked and appears on customer-facing documents like quotes, invoices, and pick lists.

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🎥 Video Guide

How to Link Maps to Customer Bookings – 0:40
https://www.loom.com/share/bf248719a05c4d0eab5d71ba5507dc9b?sid=db4fe26d-923d-43db-bba9-d940d6d5bfa0

What the video shows:

• Using the Link to Booking button

• Searching by customer name or quote name

• Linking the event map to a booking for use in quotes, invoices, and delivery notes

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❌ If It's Not Working

• Problem: Customer/quote not found → Fix: Confirm the booking exists in your rental software system.

• Problem: Map not showing on documents → Fix: Re-link the map to the booking and refresh the document.

• Still stuck? Contact support and specify whether you were linking to a booking, quote, or invoice.

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Related

• How to Share a Map with Team Members

• How to Share Maps with Event Suppliers

• How to Share Maps via Public Link

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Problem Context

This solves: Attaching event maps directly to customer bookings and documents in the rental system.
You'll know you need this when: You want customers to see maps on their quotes, invoices, or pick lists.
Common mistake: Forgetting to search by the correct booking or quote name, which prevents linking.

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🤖 For AI Support

• Intent: User wants to link an event map to a customer booking, quote, or invoice.

• Keywords: "link to booking," "customer’s quote," "invoice," "pick list," "rental software"

• Confidence: Use this when user mentions connecting maps with bookings or customer documents.