Creating a 'catch all' booking form and contract system service based company.

[pumacat]

Hello there,

I've been tasked with creating an updated booking system for a company which offers projects / services to the educational sector (UK Primary Schools.) I've done an alright job at augmenting their current Excel based system, but I would like to take it further so that the system is more all encompassing.

Currently, the booking form is filled in when a booking is made and the data from that is populated into their copy of the contract and our copy of the contract using simple "=" and to a certain extent, the text on the contracts is manipulated based on the booking form data using "IF" functions.

There is a basic macro which removes excess lines from the contracts if they aren't used, but that's about it. The difficulty we're having with the current system is that a lot of our projects are bespoke, happen over more than one date, and require a lot of manual manipulation in order to get them ready, which sort of defeats the object of having a 'clever' booking system.

I don't know very much about VB, but the sort of thing I would be looking to integrate is having drop down lists to select a 'project' which would load project-specific text into the contracts area. Also, instead of having to remove lines manually, I would like the data to be 'dropped in' creating rows as appropriate.

If I'm being naive and this is not possible with this software package, then please let me know. However, if you feel you can help I would really appreciate you input. Here's a link to the file. I can't attach as I'm new here. http://altru.co.uk/bookingform.xlsm

Thanks everyone

[p24leclerc]

Would it possible for you to supply us with a list projets and projects's specific text in a sheet? It would also be helpfull to know where those texts should go.

[pumacat]

Thanks for your reply. I've toyed with the idea of putting that on a sheet within the excel file, and then using dropdowns to select projects. However, I would then need a macro of some sorts that would only print the booking form and two copies of the contract, leaving the other sheet alone. The system I'm trying to build needs to be as user friendly as possible as it wont just be me using it.

For example, if they selected *the romans* as a project, it would then ask is it a one day project, or two day project. once it has that answer, the contract will change it's terms to say something along the lines of "thank you for booking a two day project on the romans. this project is suitable for students in year 4 only."

another example would be if they selected *theatre play for year 6* the contract text would change to 'this performance is only suitable for students in year six.'

Am I asking too much from one worksheet? Should I be grouping them into 'one day project booking' 'theatre show booking' and that sort of stuff?

Thanks for your help!