Bookings help you keep track of every reservation in one place. Whether you create them manually or from an invoice, Bookings let you monitor payments, outstanding balances, and reservation details as your trips progress.

In this article, you'll learn how to:

You can create a Booking manually or directly from an invoice.

Select the Business Hub in the navigation bar, then choose Bookings under the CRM header.

This opens a new Booking record.

Add the information for the reservation you'd like to track. The more details you include, the easier it is to manage payments, commissions, and trip information later. Add in information like:

Your Booking will now appear in your Bookings list.

Creating a Booking from an invoice connects the reservation to that invoice for easier tracking.

Navigate to the trip invoice you'd like to use.

Note: Bookings created from an invoice won't appear in your Bookings list until the invoice has been sent to the traveler.

Next to the invoice line item, select the + icon, then choose Add New Booking.

Select a Booking that is not linked to a trip or select + Add new booking to create a new entry. Then complete the Booking information.

Once saved, the Booking will be linked to the invoice. It will also populate in the Bookings tab under the trip menu for easier access and overall tracking.

Creating a Booking directly from a trip keeps your workflow in one place, so you can stay focused without switching between different areas of Travefy.

Navigate to the trip you'd like to add a Booking to.

Select Bookings under the Trip Menu.

Select + Add a booking at the top right corner. Select whether you are linking to an already created booking not yet linked to a trip, or creating a new entry.

Then add in or adjust the Booking details.

Once saved, the Booking will now appear in your trip as well as the Booking overview.

Import your booking within the trip builder using either an ALG Vacations brand or Expedia TAAP. Learn more about this integration.

Once you've imported your booking, return to the Trip Overview and select Bookings from the Trip menu. Your imported Booking will appear automatically with details like pricing and travel components.

Travel components are currently available for ALG Vacations bookings. Expedia TAAP bookings will import as a single component.

When you receive a payment from a supplier or traveler, you can update the Booking to reflect it.

Locate the Booking you'd like to update.

If needed, scroll to the right to access the menu.

Your Booking will update with the recorded payment.

Find the Booking you'd like to remove.

The Booking will be permanently removed.

To change the default currency used for new Bookings:

2. Navigate to Settings.

3. Update the Default Commission Currency.

If you created a Booking from a trip invoice, it won't appear in your Bookings list until that invoice has been sent to the traveler. Once the invoice is sent, the Booking will automatically appear.

Bookings give you a centralized place to manage reservations, monitor payments, and stay organized as trips move from booking to commission. You can return to the Bookings page anytime to review outstanding balances, record payments, or update reservation details.