Manage bookings

Booking operations start in the Booking List and continue in booking detail. The list is for finding work; detail is for understanding and changing one booking.

Find a booking

The Booking List provides:

Control	Use
Upcoming	Bookings with future service dates
Unpaid	Bookings that still have money due
Recently added	New bookings that need attention
Search	Booking ID, guest name, phone number, or email address
Filter and sort	Narrow the list by booking state or experience date
List view and Calendar view	Switch between record detail and date-based planning

Open View details to inspect one booking.

1. Booking status
2. Guest form progress
3. Booked experience
4. Money and invoice state
5. Booking source

1. Booking status
2. Process request
3. Guest and request details
4. Booked experience
5. Money and notes

Read booking detail

Booking detail separates service, money, and guest information:

• The header shows booking status and actions such as archive or notes.
• Overview shows booked experiences, dates, options, source, prices, and guest form data.
• Payment shows payment and invoice information.
• Tasks shows operational follow-up when tasks exist.

See Reading booking detail for the page anatomy.

1. Booked experience and item details
2. Booking information and source
3. Price information
4. Guest details
5. Guest form

Change service status

Booking status answers whether the overall trip is happening. Item status answers whether each booked line is accepted. Payment and invoice status are separate.

Use the status control in booking detail only for the service lifecycle. Do not infer payment state from a confirmed booking.

See Booking statuses for the full state model.

Create a manual booking

Use New booking when a booking arrives outside the normal guest or partner booking path. Complete the booking and guest information, then verify the resulting source and status in booking detail.

Archive a booking

Archive is a record-management action. It does not mean cancelled, paid, refunded, or completed. Check the relevant status before archiving.

For changes after confirmation, see Modify confirmed bookings. For service cancellation, see Cancel and refund bookings.

Related rules

• Booking statuses
• Availability and capacity
• Prices and fees