The Bookings section serves as a centralized hub for managing customer reservations. It provides an overview of all bookings with their key details, allowing users to track statuses, access information and make updates efficiently for a smooth booking experience.
The Bookings section displays all bookings in chronological order based on the Created Date by default.
All bookings can be viewed under the All Products tab. Additionally, bookings for each product type can be accessed by clicking on the relevant tab:
Experiences
Restaurants
Transfers
Rentals
Services
Table configuration
The Bookings table displays the following information by default:
Booking ID
Product
The Bookings table is configurable, allowing additional columns to be displayed as needed.
To customize the table, click Configure table columns (cog icon) on the right-hand side and select the required columns, such as Type, Resource, Operator.
The order of the columns can also be adjusted. Unnecessary columns can be removed so they no longer appear in the table.
Once the preferred columns have been selected, click OK to save the settings.
Search functionality and Filters
To search for a specific booking, enter any of the following in the Search field:
Booking ID
Product Name
Customer Name
For more advanced searches, click Filters and apply the required criteria.
Export functionality
Once the required filters have been applied and the preferred columns have been selected, the table can be exported by clicking Export.
Bookings can be exported:
In a single sheet
In seperate sheets per product
Important:
Exports are limited to ~1,000 records in Excel.
Larger datasets (over 1,000 records) are delivered via email.
More details about the export functionality are available here.
Status changes
The Status of an individual booking can be updated by clicking its current status.
More information about booking statuses is available here.
Bulk status updates
Multiple bookings can be updated simultaneously by selecting them using the checkboxes on the left-hand side and clicking Update status.
In the pop-up window:
Select the new status
Choose whether to notify the customer and/or the business and supplier
Click Update Status to apply the changes.
Booking editing
A booking can be opened and edited by clicking on the booked Product in the Bookings table or by selecting Edit from the Actions menu located next to each specific booking.
Learn more here: How to edit a single booking, How to edit a transaction
Actions menu
The following actions are available for each booking through the Actions menu.
Edit: Modify the booking details as needed. Learn more here: How to edit a booking
Attachments & Notes: Add or view documents and notes related to the booking for better context.
Send Alternatives: Provide alternative options to the customer for their booking. Learn more here: How to send alternatives
Archive: Move the booking to the archive for future reference without cluttering the main list. Learn more here: How to archive bookings
View Transaction: View transaction details associated with the booking, including execution date, status, duration, price and customer information such as name, email and phone number.
Product Info: View information about the booked product, such as brief description, advertised price and duration.
Resend Confirmation Emails: Resend confirmation emails to the customer and/or the business & supplier to ensure they have the latest booking details.
Send Payment Link: Generate and send a payment link to the customer for processing payment for the specific booking.
Download PDF: Obtain a downloadable PDF version of the booking details for easy sharing or printing.
Edit Paid Amount: Adjust the recorded payment amount for the booking as necessary. Learn more here: How to indicate payment for a specific booking
View and manage booking details
While many booking management actions can be performed directly from the Bookings table, selecting a booking opens the booking details page, where additional information and booking-specific actions are available.
From the booking details page, you can:
View customer, booking, participant, payment and audit information
Update customer and booking information
Manage payments and refunds
Resend confirmation emails
Send payment links
Download booking details as a PDF
For detailed information about booking-level information and actions, see View and Manage Booking Details.