Bookings
Create bookings, add travellers and rooms, take payments and send confirmations.
Screens
- The Bookings screenFind any booking, see who has paid and who owes money, send payment reminders to many customers at once and export the list to Excel.
- The booking pageEverything about one booking in one place: what to do next, travellers, rooms, documents, payments, invoices, messages and its history.
How to
- Create a bookingBook a customer on a published trip in three steps, take the deposit and send the confirmation, in about a minute.
- Choose the travellers on a bookingName who travels on a booking by picking them from the customer's saved travellers, so rooms, tickets and vouchers carry the right names.
- Give a discount on a bookingTake an amount off a new booking's price, within the discount limit of your role, before you confirm it.
- Cancel a booking or restore itCancel a booking so its seats and rooms go back on sale, refund the customer at the same time if needed, and restore it if they travel after all.
- Send messages and print the confirmation or voucherSend the booking confirmation, a payment reminder, a documents-ready note or your own message, and print the confirmation or the travel voucher.
- Share the customer's trip pageCopy, open or replace the private link where the customer sees their trip, pays the balance and gets their documents.
- Give hotel rooms to a bookingSee which hotel rooms a booking has, give rooms when it has none, give them again, and set the room type and hotel the customer prefers.
- Change the balance due dateGive the customer more time to pay, or bring the payment forward, by moving the date the booking's balance is due.
Understand
- How a booking works, from booked to homeWhat happens to a booking from the moment you confirm it until the travellers are home, and what you can still change on the way.
- Deposits, balances and due datesHow the deposit is suggested, how the balance and its due date are set, and how a booking moves between Unpaid, Deposit paid, Partly paid, Fully paid and Overdue.
- Discounts and each role's discount limitWho can give a discount on a booking, how the limit of each role works, and where the owner changes it.
Questions and problems
- Bookings: common questionsShort answers about changing, deleting, cancelling and restoring bookings, discounts, deposits, seats and who can see which bookings.
- Booking problems and fixesWhat to do when a trip cannot be booked, seats run out, a message does not reach the customer, a booking has no room or cannot be cancelled or restored.
Your next season deserves a better system
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