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Save changes when you leave a screen

Use Save & exit when you have unsaved edits in bookings, settings, or slideouts so your work is kept before you navigate away.

Written by Emma

When you edit a booking, settings detail, or other panel and try to close it or navigate away, you'll see an Unsaved changes dialog.

Your options:

  • Save & exit — saves your changes, then closes or navigates as you intended.

  • Discard changes — leaves without saving.

  • Keep editing — returns to the screen so you can keep working.

Save & exit only appears when every part of the screen you're editing can be saved. If a tab blocks navigation but doesn't have a save action yet, use Discard changes or Keep editing until you've saved that section manually.

Where this appears

  • Booking slideouts (offer, documents, reminders, and related tabs)

  • Settings detail views (integrations, document templates, and similar)

  • In-app navigation when you follow a link while edits are still open

Tips

  • Save individual sections with their Save buttons when you're staying on the page.

  • Use Save & exit when you're done and want to leave in one step.

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