Booking List

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

Main Menu | Booking | List
  • The booking list displays a list of each booking, per departure.  
  • The Trip Code is shown, along with the number of bookings, the total max number of bookings available on this Departure, the preferred room type, who the client is sharing with, 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.
  • 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

Managing the Booking List

  • 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.  

  • The sort button allows you to sort your list by Trail, by Month

  • 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.

  • The search can be further refined by clicking the More Actions button 


and choosing to look for records that only have a balance "Owing" figure 

To Add a booking

  • Click the + Booking button at the bottom of the list, 

Add a Booking from the Booking list




  • You will be prompted through the process of adding a booking to a particular Departure,  by first selecting the Trail from the drop down list, followed by a Master, a Season, then the Departure.
  • Click Continue

  • In the Client tab that appears next, type a name in the search box, to search for an exisiting client.  
  • Press Enter
  • If the client is not an existing client, click the "Not a previous Client?" button to add them now.  Add their details.
  • Click Continue
  • or
  • Alternatively, if this is a returning client, tick their name in the list, and click the Continue button
  • The client has now been added to this departure.  Finish setting up the Booking, as usual, on its intended departure

Alternatively, to add a booking directly onto a Departure that is listed

Click the orange + button at the top of the Departure header

You will be stepped straight through to adding the client

  • In the Client tab that appears next, type a name in the search box, to search for an exisiting client.  
  • Press Enter
  • If the client is not an existing client, click the "Not a previous Client?" button to add them now.  Add their details.
  • Click Continue
  • or
  • Alternatively, if this is a returning client, tick their name in the list, and click the Continue button
  • The client has now been added to this departure. Finish setting up the Booking, as usual, on its intended departure