Bookings

Using the Booking Calendar

How to use the monthly booking calendar on your dashboard to visualize upcoming trips.

Using the Booking Detail Page

A walkthrough of every section and action available on the booking detail page.

Cancelling a Booking

When to cancel a booking, what happens to payments, and how cancellation policies apply.

Creating a Booking

Step-by-step guide to creating a new booking from the dashboard.

Filtering and Searching Bookings

How to find specific bookings using status filters, search, and date ranges.

Managing Booking Status

Understanding the 7-status booking lifecycle and how to move bookings through each stage.

Recording Payments on a Booking

How to record deposits, balance payments, and track payment history on a booking.

Understanding Trip Days

What trip days are and how they connect bookings to guide assignments.