Booking List

The Booking List provides an overview of all bookings (or passengers, depending on your terminology).  

• The booking list displays a list of each booking, per departure.  
• The Tour Code and Description is shown, along with the name of each client who is booked on this tour
• On the Booking record, there is a coloured dot to indicate the status of the booking (learn more about the status from the Quick Access menu), and each Departure's organiser has a multi-person symbol beside their name
• you can view if the Client has a valid email address entered
• if the booking has come through an Agent
• the value of the booking, how much has been paid, and the balance owing
• who is marked as a Payer
• If Show Accommodation is selected, you can view the preferred room type, who the client is sharing with
• If Show Bikes is selected, you can view the client's height and Bike size, the (Waiver) Form field,
• the Trip Code, the client's email address, the Notes field, whether the Departure is Costed or Quoted, and a figure Owing.

Managing the Booking List

The list can be sorted by Trip Code, booking name, and balance owing

• If your booking list is extensive, you may prefer to filter it to make it shorter, so there is a range of filtering options on the right hand side, to allow you to filter by month, Trail, or season.  

• A record count is displayed, to show you how many records are currently showing in the list

• The list can be sorted by Booking name, or Trip Code, in ascending or descending order, by clicking on the small triangles beside the field names

To find a specific record

• Click into the search box, and type a client's name
• Press enter

A list of booking records that matches your search criteria appears.  Click on a booking from the list, to review it.