Bookings

This article will give you a walkthrough of the Bookings section and how to understand its structure.

The bookings section will display all the bookings you have added as well as allow you to add new
bookings you receive from your customers. This will help you keep a record of all bookings that you
have received.

A booking can be of multiple types,

1 - Local/Airport Transfer
2 - Outstation
3 - Long duration (Monthly)
4 - Flatrate

You can create your own custom duty types from Masters - Duty Types. To learn more about the different duty types click here Duty type

A single booking of multiple days should be considered as one booking with multiple duties within it.
In this case, each day would be one duty. This type of booking would have the same duty type, vehicle
group and city for all days.



In the scenario where either city, vehicle group or duty type is different for any of the days in the booking, you can still create multiple bookings and connect them together for clarity. To learn how to create parent-child bookings click here.



After a booking is added it would be visible in the Bookings section. To view your bookings, go to
Operations - Bookings. To quickly find a booking of a specific customer you can type in the customer
name in the filter.

Let’s get acquainted with the Bookings section.

1 - Filters

You can filter the bookings by entering a name, number, duty type, city or booking. You can also filter the bookings by a custom date range.

2 - Add Booking

To add a new booking click on 'Add booking'. To learn how to add a new booking click here.
How to add a booking

3 - Total

By clicking on view, you will get to know the total number of upcoming bookings you currently have.
Select filters to view specific bookings.

4 - Large Gear Icon

The large gear icon lets you export your bookings, import bookings, and import duties. Learn more about Exporting and Imported here.

5 - Small Gear Icon

In the bookings tab, the small gear icon gives you the following options:
Add advance payment
Edit booking
Delete booking
Send confirmation

To view a booking click on it.

When you click on the booking you will see the ‘View booking’ page of that booking. The details below will help you understand the structure.

1 - Booking ID

The Booking ID is an auto-generated unique 8 digit code. Each booking created would have a unique
number.

2 - Edit

The edit button lets you edit bookings that do not have invoices generated. Once an invoice is
generated, the button will change to view invoice.

3 - Large gear icon

The large gear icon lets you take Booking level actions. The following are the options available here:
Send confirmation
Print confirmation
Allot all duties
Mark as unconfirmed
Export duties
Attach file
Add advance payment
Create briefing sheet
Split booking
Generate invoice
Delete

4 - Small Gear Icon

The small gear icon lets you take duty level actions. It has the following options:
Details
Unconfirm duty
add/remove labels
Edit duty
Allot vehicle/driver
Allot duty supporters
Print duty slip
Cancel duty

5 - Add another booking

You can add additional identical bookings as child bookings using the ‘Add another booking’ button.

6- Extend booking:

You can add an additional duty to booking through the ‘extend booking’ button.

Learn more about How to add and manage a booking here: Booking and Allotment

Next: Billing

Updated on: 15/09/2020