How to Track Your Bookings in the CRM

Track all your client bookings in the Triply CRM to stay on top of upcoming, in-progress, and completed trips.

Steps:

Go to CRM > Bookings.
Use the search bar to find a booking by client name, booking reference, or trip ID.
Apply filters (date range, status, trip type) to refine results.
Click on any booking to see its details, history, and related documents.
Update statuses or notes as the trip progresses.

🔔 Tip: Keep booking notes updated for better internal communication.

Q: Can I see who created or last updated a booking?

A: Yes – this appears in the booking’s activity log.