Want to find one or more bookings or trips in Sion? There are two ways to quickly find what you need, we’ll go over them both in this article.
Note: Depending on if you are a host agency, independent contractor, or in-house agent, you may see different filter options. Not every user has access to every filter.
Global Search
The global search function allows you to look for any data from any place in Sion that matches your search terms. For more information on how to use it, see the article here.
Quick Search
In the Filters bar, there is a Quick Search field. Click inside the field and enter your search criteria. You can use the following search criteria:
Supplier or Client Name - All or part of the client name can be used to search for a booking.
Tags - Search by tags assigned to bookings. For more information see the article here.
Chain Codes - Use chain codes to find Brands & Chain members. See the article here to learn more about them.
Preferred Programs - Search by a Preferred Program title to find all related bookings. Preferred Programs are part of Verified Suppliers.
PNR (Passenger Name Record) - Bookings made through GDS will have a PNR associated with them. PNRs are 6-character codes. For more information about PNRs, see the content here.
Trip Name - Bookings associated with a trip can be searched for by the trip name.
Import Name - If you imported bookings from a CSV file, you can use the file name to search for it.
Filter Bar
In the filter bar you have several options for finding bookings or trips. First, click Bookings in the top menu.
Next, select the Bookings or Trips tab based on the results that you want to see.
Now you can use the filters bar to change what’s visible in the queue. The filter bar is located on the left of the bookings page.
Note that at the top of each filter category, there is a gear icon. If you want to make an advanced filter, click the icon to select further filter options.
The ellipses icon will also show more options for selecting multiple filters at once.
Some filters will also have a magnifying glass icon that lets you search that section. For example, if you know the name of an agent you want to search by, you can click the icon and then enter the agent name instead of scrolling through the list of agent names.
Here’s a breakdown of the different filter options:
Dates - Use the gear icon, mentioned above, to change what dates you filter by. The filter selected will change this section name. For example, if you select Created, this section will be called Created and will filter bookings based on the date they were made in the system.
Status - Filter by the booking or trip status as related to the checkout date and payment status. You can see more detailed options on searching by a payment status by clicking the gear icon. For more information on statuses, see the article here.
Location - Search by a town, city, state, or nearby attraction related to a booking. This is only available for bookings made with Verified Suppliers.
Destination Search - Enter keywords to find bookings or trips based on their destination.
IATA or Agency Identifier - Use the checkbox to filter bookings or trips based on the booking IATA or other identifier.
Agencies- Use the checkbox to filter bookings or trips based on the booking agency or contractor.
Agents - Use the checkbox to filter bookings or trips based on the booking agent.
Agent Split - Select to view bookings that do or don’t have an agent split.
Commission Chasing - Click the gear icon at the top of the filter to see more detailed filtering options for commissions. You’ll be able to filter based on the following:
Delivery Status - The first set of filters lets you choose to view invoices sent, not sent, or responded to. With the detailed filtering options, you can also filter by what happened when the invoice was sent and what the response to an invoice was.
Dunning Status - This filter is based on whether an invoice has been paid or was disputed. With the detailed filtering options, you can also fitler by the reason an invoice was disputed.
Changes from Supplier - This filter shows any bookings with changes that require your attention to approve or edit.
Invoice Type - Filter bookings based on the invoice type of the event.
Back Office - Filter bookings based on their sync status with your back office software.
Category - Use the checkboxes to filter bookings by the category event they are.
Source - Filter bookings based on if they were manually added to Sion or automatically added by an integration.
Note: As you filter bookings and trips, you’ll notice that the top two summary sections will also change. The revenue section and bookings section is based on what is displayed in the queue. You can also use Reporting to update these summaries based on specific criteria. See our article here on reporting.