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How to Set Instant Book or Request to Book

Choose whether clients book instantly or send a request, set available slots, and block off-season dates—all on your terms.

You can control whether trips are available for Instant Booking or require a Request to Book, how many slots are open, and how far in advance instant booking is allowed—either system-wide or per experience.


Open your booking settings

  1. Go to your Trip Calendar.

  2. Click Online Availability Settings in the top right.

  3. Select Manage online booking.

From here you can set a System default that applies to all experiences, or use Manage by experience to customize individual trip types.


System default (applies to all experiences)

Availability settings — Choose how open slots are calculated for each experience and time slot:

  • All guides — Base availability on every guide on your team.

  • Eligible guides — Base availability only on guides qualified for that experience.

  • Slots — Set a fixed number of slots.

  • Request to book — Always require clients to send a booking request.

  • Fully blocked — Close the experience to online booking.

Use Additional slots to open capacity beyond what your selected setting allows.

Allow instant online booking — Enter an Instant booking cutoff time (in days). Bookings whose start date falls inside this window become Request to Book; dates further out stay Instant Book.

Example: With a 3-day cutoff, a trip starting within 3 days shows as Request to Book, while later dates remain Instant Book.

Set off-season range — Click Add off-season range to define date ranges with different availability. Dates not covered by a range stay available for instant booking.

Yearly Preview — A month-by-month summary showing which dates are Fully blocked, Request to book, or Instant booking.


Manage by experience (customize per trip type)

Open the Manage by experience tab to give individual experiences their own rules:

  1. Turn on the Override toggle for an experience to set it apart from the system default.

  2. Set its Availability settings, Additional slots, Instant booking cutoff time, and Off-season range.

  3. Use the pencil icon on the row to fine-tune details.


When you're done, click Save in the top right. Your booking site updates automatically—keeping your calendar organized and bookings on your terms.

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