Bookings

This section explains how to work with your bookings overview and how to manage an individual booking in detail.

Bookings Overview Page

The Bookings page sits at the center of your daily operations. It’s where you manage current and upcoming bookings, log new ones, and keep track of everything happening across any given day or date-range.

What this page is used for

Use the overview page to:

Review all bookings in one list
Create new bookings
Search for a booking by booking reference
Filter bookings by date or status
Open a booking and continue working on its details

How to work from the dashboard

Start by narrowing down the list to the bookings you want to review. This is especially useful when your team is preparing for a specific date range, checking recent self-bookings, or following up on pending actions.

The page functions as a control panel for managing your bookings efficiently:

Quick-filter buttons: Select pre-set days or date ranges instantly at the top of the screen.
Search bar: Find a specific booking immediately when you already know what you’re looking for.
Custom date fields: Filter for custom periods or future dates outside the standard quick-filters.
Status filters: Focus strictly on bookings that still require your attention.

Opening a booking

Once you find the correct entry, open it to access the full booking record. From there, you can manage participants, activities, billing, payments, and sharing options in more detail.

Typical use cases

Teams usually use the dashboard to:

Find a booking quickly when a customer contacts the shop
Review new or recently changed bookings
Prepare upcoming trips by checking who is booked and what still needs to be completed
Jump into a booking to make changes, take payment, or send booking details