Bookings & Trip Management
Create, manage, and update bookings, clients, calendars, and trip details from start to finish.
144 articles
- Understanding Group Details When Booking a Fixed-Day Experience
- How to Change the Booking Client on a Booking
- Understanding the Booking Audit Trail
- How to Set the Contact Email on a Booking
- Understanding Per-Unit Details When Creating or Editing a Booking
- How to Create and Confirm a New Booking
- How to Confirm a Draft Booking
- How to Manage an Existing Booking - Edit, View & Resend
- How to Edit a Booking
- How To Choose a Start Time when Creating a Booking
- How to override the start time while creating a booking
- How to Add Add-Ons to a Booking
- How to Apply a Promo Code to a Booking
- How to remove a promo code on a booking
- How to Revert or Remove a Discount from a Booking
- How to Override Fees on a Booking
- How to Override Prices on a Booking
- How to Override a Deposit on a Booking
- Add multiple experiences to one booking
- How to Create a Booking with a Requested Guide
- Managing Large Group Bookings (10–20+ Guests) in Brindlechute
- How to View a Client's Tasks and Documents on a Trip
- How to Add Multiple Email Addresses to a Client
- How to Send an Invoice or Confirmation via SMS Instead of Email
- How to Allow Minors as Trip Participants
- How Clients Manage Guests and Participants
- Understand What Manually Added Clients See on a Trip
- Adding and Editing Clients in Brindlechute
- How to Handle Clients Who Share One Email Address
- Search past client documents and files
- How to add a client without an email address
- How to Add Payment Methods to a Client Profile
- How to Add Minors to a Booking
- How to Archive Clients
- How to Swap In the Attending Client When the Booking Client Isn't Going
- How AI Settings Work in Brindlechute
- Remind the Booking Client to Invite Their Party
- Adding a Client's Fishing License from the Desktop as an Outfitter
- Know Your Clients at a Glance with Client Tags
- Get to know your clients through Brindlechute
- Understanding the Confirm Cancellation Window
- What Happens When You Cancel a Booking
- How To Cancel a Booking
- Booking status: the lifecycle of a reservation
- How is trip status different from booking payment status?
- Refund a booking after cancelling without a refund
- What does the 'unpaid' payment status mean?
- What does 'payment scheduled' mean?
- What does 'balance paid' mean?
- What does 'needs payment' mean?
- What does 'failed payment' mean?
- What does 'overdue' mean?
- What does 'needs refund' mean?
- Where to View Client Transaction Statuses in Brindlechute
- What does 'scheduled' mean for a client payment?
- What does 'expected' mean for a payment in progress?
- How the Client Portal Helps Clients View Trips, Invoices, and Itinerary Details
- Can International Customers Pay via ACH?
- Adding Notes to a Canceled Booking
- How Request to Book Works for You and Your Clients
- Send your booking link to clients
- How to copy your online booking link
- How to handle gifted bookings
- How to Manage 3rd Party Bookings
- How Manage Online Booking Controls Instant Booking and Request to Book
- How Availability Settings and Additional Slots Work in Manage Online Booking
- How the Booking Agent Flow Works for Concierge or Hotel Bookings
- How the Locations Availability Setting Works
- Manage your bookings effectively in the Bookings Tab
- How to filter your bookings tab by trip start date
- How to sort bookings by date in the bookings tab
- Understanding the three notes sections when creating a booking
- Client notes: booking-specific vs. profile-wide
- Private Notes: Outfitter-Only Trip Details
- How to Full Understand a Booking Detail
- How to Cancel a Class
- How to Schedule Classes
- Client View, Guide View, Locations, and Classes
- Online Availability Settings
- Track Location (Section) Usage in Your Trip Calendar
- Use the assignment calendar to organize guides and trips (Minesweeper View)
- How to Block Off Days or Hours on Your Online Booking Calendar
- How to track sections in the assignment calendar
- How to Track and Sort Guides in the Assignment Calendar
- Understand How Multi-Day Trips with Non-Activity Days Display on Your Calendar
- Calendar Views: monthly, schedule, and daily
- How to Use Calendar Filters
- Clicking into trips or bookings from the calendar
- Manage Trips and Bookings from the Calendar
- How Experience Time Configuration Appears on the Trip calendar and Assignment
- How trip times appear to clients during online booking
- Guide Availability in the Assignment Timeline Depends on Trip Time Slots
- Use Experience Colors for Faster Calendar Scheduling
- How to View Trips by Experience Color in the Assignment Calendar
- Configuring Seasonal Settings for an Experience
- How Seasonal Settings Work
- Sharing the Team Calendar with Guides
- Rebooking the Client After Canceling
- How to Add Clients to a Trip as an Outfitter
- How to use checklists for trips
- Understand the Trips Tab: Itineraries, Assignments, and Classes
- How to remove or swap a client on an existing Trip
- How to override guide assignments
- How to Delete or Edit a Submitted Guide Report
- How To Reassign a Guide from the Trip Detail
- How to Save Notes per Trip Unit (Assignment)
- How to Generate Assignment (Trip Unit) Reports
- Understand what clients see for assigned sections
- How to Handle a Full Cancellation
- How to Handle a Partial Cancellation (Dropping a Day or Service)
- How to Check Guide Availability While Setting Dates on a New or Draft Booking
- Recording & paying a guide (from invoice summary in booking)
- How to add guide gratuity after the trip
- Cancel a Booking Without Refunding
- How to handle a partial cancellation with partial refund (retaining a cancellation fee)
- How to use batch assignment for multi-day trips
- Trip management tools and tips
- How to Add a Client Without Adding Another Guide
- Understanding Roster Groups
- How to Create a Roster Group
- How to Add a Booking to a Roster Group
- How to Edit a Roster Group
- How to Dismiss a Roster Group
- How to use trip states
- How to use checklists to stay on top of trip progress
- Checklist tips & tricks: experience-level vs. trip-level
- What are smart tasks?
- How to use the Trips tab to spot what needs attention using trip status and checklist state
- What is a trip status in Brindlechute?