Creating a new booking
1. Go to Bookings (1) section
2. Click to New booking (2) button
Initial booking details
To start creating a booking, fill in the basic information:
Tour | Select the tour |
Departure date | Choose the departure. |
Booker | Select an existing customer or create a new one. |
Name, email, phone | Booker's contact details. These fields are only shown when creating a new customer |
You can also enable Send account invitation to traveler to invite the customer to set up their account.
Once completed, click Add to proceed to the full booking page.
Booking page
⚠️ Important
The booking page opens in Draft status.
Order
To proceed with the booking, you need to create an order.
Click Add room to add at least one room to the booking.
Extras can be added optionally.
Once a room is added:
The total booking amount is calculated
The payment plan is automatically created
You cannot confirm the booking until at least one room is added.
Travelers
You can add more travelers if needed using the Add traveler button.
When adding a traveler, the admin only needs to fill in 3 required fields:
First name
Last name
Email
The remaining checkout form fields can be completed later by the booker in the customer portal.
Payments
You can add a payment method in the Payment method section.
Once the booking is confirmed:
The deposit or full amount (depending on your settings) is charged automatically when you click Confirm, if a payment method is available
If no payment method is saved, the booker can complete the payment via the customer portal