Understanding the Bookings section

The bookings section will display all the bookings you have added and allow you to add new bookings that 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 - Flat rate

A single booking of multiple days will be considered as one booking with multiple daily duties under it. In such a case, each day will be considered to be a single duty.

In a scenario where either city, vehicle group or duty type is different for any of the days in a booking, you can create multiple bookings and connect them by making use of the parent-child booking feature.

After a booking is added it will be visible in the Bookings section. To view your bookings, go to Operations - Bookings

Let’s get acquainted with the Bookings section.

1 - Filters

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

2 - Date range

Enter the date range for which you want to search bookings

3- Add Booking

To add a new booking click on Add booking.

4 - Large Gear Icon

The large gear icon lets you export your bookings, import bookings and import duties.

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 open and view a booking simply click on it.

When you click on a booking you will see all the day wise duties created under 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 will have a unique Booking ID number.

2 - Edit / View Invoice

The edit button lets you edit bookings that do not have invoices generated. If you click on View Invoice you will be able to open the invoice for the duty.

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. This booking will have its own unique booking id but will be connected as a child booking to the parent booking

6- Extend booking:

This works as a copy duty button. It will simply create a duplicate duty for the following day.