Customer, traveller, chat and offer statuses

Every status on customers, travellers, passports, messages, inbox chats, offers, points and credit, with what each one means.

ReferenceUpdated

These are the chips and short status texts you see on Customers, Travellers, Inbox and Offers.

Customers

Status Where Meaning
NEW Customer list Added in the last 7 days.
Owes … (a coral dot) Customer list The customer still owes this amount on confirmed bookings.
Company Customer page A company customer, with tax details for invoices. Otherwise the customer is a person.
Upcoming Customer page, Trips with us A booking whose trip has not left yet.
Overdue Customer page, Trips with us The balance due date has passed and money is still owed.
Balance due Customer page, Trips with us Money is still owed, not yet late.
Cancelled Customer page, Trips with us A cancelled booking. It does not count in the customer's totals.

Customer account (customer app)

Status Meaning
Customer app is off for the agency The agency has not turned on customer accounts (Settings → Customer portal and loyalty).
Blocked from the app You blocked this customer; they cannot sign in. Allow in the app lifts it.
In the app … The customer has signed in; shows when they were last there.
Not signed in yet The customer has never signed in to their account.

Travellers and passports

Status Meaning
Ready to fly The traveller has every document their next trip needs.
Passport on file A valid passport is saved.
No passport saved No passport details yet.
Passport expired The passport's expiry date has passed.
Passport expires too soon / Passport expires soon The passport ends less than six months after the return of the traveller's next trip (or from today when there is no trip).

The passport chip next to a traveller says No passport, Expired, Expires soon or Valid.

Documents uploaded on a traveller's bookings show:

Status Meaning
Received The document is in the system.
Uploaded and sent to the customer It was uploaded and marked as sent to the customer.
Rejected, needs a new copy The copy was not good enough; ask for a new one.

Messages to customers

Messages on the customer page (Messages) show:

Status Meaning
Sent Handed to WhatsApp, the email server or the SMS provider.
Ready in WhatsApp Sent with click to chat: WhatsApp opened with the message ready for the sender to press send.
Failed The provider refused it. Check the customer's mobile or email and the connection in Settings → Connections.

Inbox chats

Status Meaning
Unread (a number) The customer wrote and nobody has opened the chat yet.
Open A chat in progress.
Closed Someone closed the chat. It opens again when the customer writes, or with Reopen.
Online now / In the app now The customer was in their account in the last two minutes.
Last seen … / Not seen in the app yet When the customer was last in their account, or never.
Sent / Seen by the customer Under your last reply: delivered to the chat, then read by the customer.

Offers

Status Meaning
Running Switched on, within its dates and not used up. Customers can see and use it.
Off Switched off with Active.
Used up It reached Uses at most.
Not in its dates Before its start or after its last day.
Code only Not shown in the customer account; it works only for people who type its promo code.

Points and credit history

Entry Meaning
Earned Points earned on a payment or a completed trip.
Used Points or credit used to pay a booking.
Adjusted A change made by staff, with a reason.
Expired Points or credit that passed their expiry date.
Taken back Points removed after a refund, or given back when a points payment is refunded.
Added Credit added by staff.
Refund kept as credit A refund kept as credit instead of being paid back.

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