Choose the travellers on a booking
Name who travels on a booking by picking them from the customer's saved travellers, so rooms, tickets and vouchers carry the right names.
Choose the travellers when a booking still shows "2 travellers still to name", or when the family changes who goes. The names are used for the hotel rooms, the tickets, the voucher and the documents check.
Before you start
- Your role needs permission to edit bookings.
- The travellers must be saved on the customer's record first (open Customers, then the customer). The booking only picks from that list.
- The number of travellers on the booking (adults, children, infants) is fixed when the booking is made. This task changes who they are, not how many.
Steps
- Open the booking and go to the Travellers tab. You can also press Choose travellers on the Next step card.
- Press Choose travellers. The window Who is travelling lists the customer's saved travellers.
- Tick the travellers in order: the adults first, then the children, then the infants. Each ticked person shows the type they will travel as and their position number.
- Check the counter at the bottom, for example 3/4. When it is full, the other boxes cannot be ticked; untick someone to swap them.
- Press Save. The message Travellers updated appears.
Tip
The type follows the order you tick. On a booking for 2 adults and 1 child, the first two ticks travel as adults and the third as a child. If a child shows as an adult, untick everyone and tick again in the right order.
After you save
- The Travellers tab lists the people with their type, passport ending and expiry, and Missing documents or Documents complete.
- The names appear on the hotel rooms in Overview, on the printed voucher and confirmation, and on the customer's trip page.
- Saving replaces the whole list: anyone you unticked is no longer on the booking. They stay on the customer's record.
If something goes wrong
- No saved travellers: the customer has no travellers yet. Press Open customer, add them, and come back.
- Choose travellers is missing: your role cannot edit bookings. Ask the agency owner.
- This booking has 3 travellers: you chose more people than the booking holds. Untick some.
- Traveller not found: a traveller was removed from the customer's record meanwhile. Close the window and open it again.
Related articles
- The booking pageEverything about one booking in one place: what to do next, travellers, rooms, documents, payments, invoices, messages and its history.
- Create a bookingBook a customer on a published trip in three steps, take the deposit and send the confirmation, in about a minute.
- 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.
- Bookings: common questionsShort answers about changing, deleting, cancelling and restoring bookings, discounts, deposits, seats and who can see which bookings.