Create a Booking
Navigate to: Bookings → + Create new booking/quote
The create booking process has three steps: Tour Basics → Passenger Details → Payments
Booking Type
- With tour — linked to a specific tour in the system (default)
- Without tour — custom booking not tied to a specific tour (e.g. tailor-made packages)
Tour Basics Fields
| Field | Description |
|---|---|
| Tour | Select the tour for this booking |
| Currency | Select the currency for this booking |
| Preferred language | The client's preferred language for all communications. Pre-selects the system default language configured in System Administration. Change it on a per-booking basis if the passenger prefers a different language. |
| Available seats | Auto-populated from the selected tour |
| Total price | Auto-populated from the selected tour |
| Number of passengers | Total number of people in the booking |
| Transport | Select transport type if required. If not required, the transport cost is deducted from the total price |
| Set deposit type | Percentage or fixed amount |
| Minimum deposit | Minimum deposit required |
| Second deposit | Second installment amount (optional) |
| Cancellation fee | Fee charged if booking is cancelled |
| User type | Individual or Company |
| Supplements | Additional services — auto-loaded from the tour, can be added or removed |
Without Tour — Additional Fields
| Field | Description |
|---|---|
| Departure date | Start date of the booking |
| Return date | End date of the booking |
| Territory | Territory for the booking |
| Country | Country for the booking |
| Departure from | Point of origin |
| Destination to | Final destination |
Click Save Booking to confirm, or Save as Quote to save without confirming.
note
Clicking Save in the Basics section also saves the client details — including the Is travelling setting — without needing a separate save in the Client section. This applies to both Tour and FIT bookings.