Operations · Booking management
Every booking, organised around what to do next
One list for website, staff and partner bookings, with views for upcoming trips, balances to collect and payments to check, and a booking page with everything in one place.
Overview
Booking management at a glance
Every booking lands in one list, wherever it came from. Views across the top match your day: upcoming trips, balances to collect, checkouts awaiting payment, past trips and cancellations.
Open a booking to see the money, the trip, every payment and refund, traveller details and a full activity timeline, with internal notes only your team can read. Send payment links, reminders and confirmations from the same screen.
Capabilities
What's included
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Task-based views
Upcoming trips, balance to collect, awaiting payment, past trips and cancelled.
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Search and filters
By reference, name or email, tour, status, channel and trip dates.
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Clear statuses
Pending payment, deposit paid, confirmed, completed, cancelled and expired.
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Everything on one page
Money, trip, payments, traveller details, customer and an activity timeline with notes.
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Quick actions
Record payment, email a payment link, resend confirmations, download PDFs, refund or cancel.
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Bulk and export
Send payment links in bulk and export any list to CSV.
How it works
Booking management, step by step
- 1
Pick a view
For example, balance to collect.
- 2
Open a booking
See money, trip and history together.
- 3
Act
Send a link, record a payment or add a note.
Integrations
Extend booking management
Switch these on in one click from your console.
Payments
Deposits & balance payments
Take a deposit at booking and collect the balance later: automatic card charges, reminders, retries and personal payment links.
Operations
Traveller details forms
Collect passport, date of birth, dietary needs and emergency contacts after booking, per traveller. Checkout stays short; you get everything before the trip.
Operations
Waivers & consent
Each traveller signs your waiver or terms online before the trip, or on site. We keep the exact text they signed, with time, IP and a tamper-evident seal.
What if a traveller pays just after checkout expired?
The booking is reinstated automatically when seats are still free; otherwise it's flagged for a refund.
Who can manage bookings?
Owners, admins and sales agents; guides can view bookings and check travellers in.
Can I export bookings?
Yes. Export the current list to CSV at any time.
Related features
Works well with
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