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Add a New Booking

  1. To Add a New Booking, go to the Main Menu and select the Bookings Tab > +New Booking Button or simply select the +New Booking Button on the left side panel.

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Add General Comments specific to the tour (optional). If the Operator has frequently used comments that are added by Staff users to many bookings daily, then create a custom list of quick-to-use default comments, see Default Comments Lookup.

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Once a custom comment has been created, click on Choose a Default Comment Search for the Default Comment using type-ahead or from the dropdown list. Select a Default Comment and it is appended to the General Comments.

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Search for the Default Comment using type-ahead or from the dropdown list.
Select a Default Comment and it is appended to the General Comment

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Staff user can have a mix of manually entered comments and multiple selected Default Comments. 
Each one is automatically separated by a space, however the user can adjust and enter new lines also. Choose a Default Comment is always available to re-use.

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Choose a Promo code from the type-ahead/dropdown to apply a discount.

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To learn how to create a Promo code click here.

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If the Promo code matches the criteria, then the rule is applied and:

  • The Code of the Promo is displayed in the Promocode field

  • The Name of the Promo code is displayed in the Smart Rule field

  • On mouse-over the description is shown as a tooltip.

  • The value of the adjustment is displayed in the Other Sell field.

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Note: If there are components associated with the tour a ‘Component’ Tab will display. Click on the drop-down arrow on the Components section to expand components

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