The Bookings section serves as a centralized hub for managing all aspects of customer reservations.
This section offers a comprehensive view of all bookings, complete with essential information, allowing businesses to manage them efficiently.
Business users can easily access essential details, track transaction statuses, and make necessary updates, ensuring a seamless booking experience for both the business and its customers.
The Bookings section displays by default all bookings in chronological order based on the Created Date.
All bookings can be viewed for any available product type under the All Products tab. Additionally, bookings for each product type (Experiences, Restaurants, Transfers, Rentals, Services) can be accessed by clicking on the corresponding tab.
Table configuration
The Bookings table displays by default the booking ID, the booked Product and the booking's Status (click here to learn more on the booking statuses).
The Bookings table is configurable, hence any additional columns that need to be displayed on the table may be added.
To customize the table, click on the Cog icon Configure table columns on the right-hand side and add the required columns such as Type, Resource, Operator etc. The order of the columns can also be adjusted. Additionally, specific columns can be removed and hence won't be displayed on the table.
Once the preferred columns are selected, click OK to save the settings.
Search functionality / Filters
In order to search for a specific booking, complete the booking Id, Product Name or Customer Name in the available Search field or proceed with an Advanced Search by clicking on the Filters.
Export functionality
Once the required filters have been applied and the preferred columns have been selected, the respective table can be exported in an excel file by clicking on the Export button. Bookings can be exported in a single sheet or in different sheets per product.
Important note: The exported excel file is limited to ~1,000 rows.
Status change
The Status of a booking can be changed by clicking on its current status.
Click here to learn more on the booking statuses.
Editing a booking
A booking can be edited from within the booking by clicking on the booked Product in the Bookings table or by using the Actions button located next to each specific booking.
Click on the following links to learn more on How to edit a single booking, How to edit a transaction.
Actions Button
Through the Actions button within the table the following options are available for a specific booking.
Edit: Modify the booking details as needed. (Click here to learn how to edit a booking.)
Attachments & Notes: Add or view additional documents and notes related to the booking for better context.
Send Alternatives: Provide alternative options to the customer for their booking. (Click on the following link to learn How to send alternatives.)
Archive: Store the booking in the archive for future reference without cluttering the main list. (Click on the following link to find out How to archive bookings.)
View Transaction: Review the transaction details associated with the booking, including execution date, status, duration, price and customer information such as name, email and phone number.
Product Info: Access detailed information about the product or service included in the booking such as brief description, advertised price and duration.
Resend Confirmation Emails: Send a new confirmation email to the customer or/and 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. (Click on the following link to learn more about How to indicate payment for a specific booking.)
Click on the following links to find out How to make a booking using the BOOK NOW button, How to make a refund and How to indicate payment for a specific booking.