Draft bookings stay editable and are not on your calendar. A draft shows a Send invoice and confirm button in the Invoice Summary that a confirmed booking does not, so these steps apply only to bookings in the Draft.
When the details are settled, you have three ways to confirm a draft — send an invoice, confirm without invoicing, or take payment directly.
Step 1: Find Your Draft Booking
Go to Bookings.
Click the Draft tab and select the booking you want to confirm.
Step 2: Go to the Invoice Summary
Scroll to Invoice Summary > Payments Due. On a draft booking, the bottom right shows:
Collect payment — the main button
(downward arrow) — attached to Collect payment; opens Confirm booking
Send invoice and confirm — the dark button with a paper-plane icon on the right
Step 3: Choose How to Confirm
Option 1: Send invoice and confirm
Use this when you want the client to receive a payment request and the booking confirmed in one step.
Click Send invoice and confirm. A window opens where you can review everything before it goes out:
The invoice sends by email and SMS, with a preview tab for each.
Sent to shows where the message is going. Open the To dropdown to send it to another address saved on the client's record, or to an address that isn't saved at all.
Subject and Message are both editable, pre-filled from your templates.
Copy invoice link grabs the payment link without sending anything.
Don't send, save draft backs out and leaves the booking as a draft.
Click Confirm and send invoice to send. The booking is confirmed and appears on your calendar.
To send the invoice to a different address for this send only, see How to Send an Invoice to an Alternate Email Address. For guidance on rewriting the subject and message, see How to Send a Quick Booking Update to a Client.
Option 2: Confirm booking
Use this to confirm the trip without sending an invoice.
Click the downward arrow next to Collect payment.
Select Confirm booking.
The trip is confirmed on your calendar and the client receives their confirmation.
To confirm without notifying the client, check "Do not send confirmation via email or SMS" before confirming.
Option 3: Collect payment
Use this when the client has a saved payment method, or you're recording an offline payment.
Click Collect payment.
Choose Deposit, Pay in Full, or enter a Custom Amount.
Complete the charge or log the offline payment.
Once payment is captured, the booking is confirmed and the client receives their confirmation.
Which Option to Use?
Situation | Best Option |
Client needs to pay and you want the booking confirmed | Send invoice and confirm |
You want to confirm without sending an invoice | Confirm booking |
Client has a saved card or is paying offline | Collect payment |
The booking is already confirmed and you just need to resend the invoice | View invoice > Resend invoice reminder |
Why This Matters
Draft bookings keep you flexible. Confirming them the right way ensures clean calendars and timely client communication without extra steps.