The Bookings screen

Bookings lists every booking of your agency with its customer, trip and payment state. Sales staff use it to find a booking fast; finance uses it to see who still owes money and to send reminders. If your account is limited to some branches, you see only the bookings of those branches.

What you see

The top of the screen

• Export: downloads the bookings shown into an Excel file. When you have ticked rows, it reads Export 3 and downloads only those rows.
• New booking: opens the booking panel (see Create a booking). You see it only if your role can create bookings.

The filters

• The payment filter, each with its number of bookings: All (every booking that is not cancelled), Unpaid, Partly paid (this one also includes bookings with Deposit paid), Fully paid, Overdue and Cancelled.
• Trip: show the bookings of one trip only, or Every trip. It appears when your role can see trips.
• Search a name or booking number: type part of a booking number, a customer name in English or Arabic, a mobile number, or a trip name or code.

The system remembers your payment filter, trip and sort in this browser, and brings them back on your next visit. When you open a booking and come back, you return to the same view.

The table

• Bookings made today are highlighted. Cancelled bookings are shown faded.
• Click Booking, Trip, Total or Payment at the top of a column to sort by it; click again to reverse the order. Without a sort, the newest bookings come first.
• A tick box starts each row when your role can edit bookings or record payments. The tick box in the header ticks every row on the page.

The bottom of the table

• The number of bookings and travellers in the current view.
• Previous and Next, with "1–50 of 230": the list shows 50 bookings per page.
• Total and owed for the whole view, converted to your agency's main currency.

When the list is empty

• No bookings yet: your agency has no bookings. Press New booking.
• No bookings match: nothing fits your search or filters. Press Clear filters.
• Could not load bookings: the list did not load, for example because the connection dropped. Press Try again.

What you can do here

• Open a booking: click its row, or move to it with Tab and press Enter. See The booking page.
• Create a booking: press New booking or the N key. See Create a booking.
• Find a booking: press / to jump to the search box and type. Esc clears the search.
• Export to Excel: press Export for the whole view, or tick rows and press Export to Excel. The message Downloading 25 bookings for Excel appears. The file has the booking, customer, phone, email, trip, dates, travellers, currency, total, paid, balance, due date, payment state and source, in your language.
• Send payment reminders to many customers: tick the bookings, then press Send payment reminder (see below).
• Clear the ticks: press Clear. Changing a filter or the search also clears them.

Send payment reminders to several customers

1. Tick the bookings. The bar Selected bookings shows "3 selected".
2. Press Send payment reminder (2). The number counts only the ticked bookings that are confirmed and still owe money.
3. In Send payment reminders, choose the channel: Their usual channel (WhatsApp for customers with a mobile, email for the rest), WhatsApp, Email or SMS. With a fixed channel, customers who cannot be reached on it are skipped and listed.
4. Press Send 2.

Each customer receives the payment reminder in their own language with a payment link: the booking's open link, or, when it has none and your role can record payments, a new link for the whole balance that works for 3 days. The message 2 of 2 reminders done appears, then one line per booking:

Press Done to close. You can send up to 100 reminders at once. To send one reminder, use the booking page: Send a payment link or a reminder.

Statuses

The state changes by itself when a payment or refund is recorded, when the due date passes, or when the due date is changed. See Deposits, balances and due dates.