Open the booking...

Double Click on the Search Result to open the booking which requires modification. The expanded form of the booking will appear.

Edit the booking...

All bookings can be edited with a couple of exceptions: 1. Cancelled bookings can not be edited (but you can UnCancel a booking and then edit it). 2. Archived bookings (bookings that has been exported to the accounting system) can not be edited at all - this is to ensure that numbers are the same in accounting system and reservation system.

Cancel the booking...

Any booking can be cancelled unless it has been archived. Click on the Cancel button on the bottom of the form. The Cancellation form will appear. Cancellation reason and agent reference are compulsory fields. After clicking OK on the Cancellation form, the whole booking will close. If you refresh the search result Listview now, you will see that the booking has turned red. When opening a cancelled booking, a yellow note will advise you that this booking is cancelled and can not be changed.

Audit Trail and Diaries...

Any changes that a user makes to a booking will be recorded in a audit trail. Clicking on the audit trail button on the bottom of the form will list a full history for this booking. Clicking on any audit trail item will give more details of the change.

Diary notes can be added for a booking, organisation or person. Click on the diary button to view existing diary notes for this booking and to add new diary entries.

Check availability for a tour...

Click on the calculator button at the bottom of the booking form to open a range of availability for the this particular tours. Default date range is 7 days. A message will appear on the right hand column of the availability screen if the availability has been set to zero.

Screen prints and Detailed prints....

The two icons next to the calculator allow you to print the reservation either as a detailed report or as a screen shot. This will print on the default printer for each users PC.

Add comments...

Notes added in the general comments area will appear on tour and pickup manifests. Standard comments can be setup in a quickpicks box and select out of the combo under the comments field. Voucher comments shows on the vouchers. If you do not add voucher comments to the booking, the default voucher comment for the tour will be used.

Add options...

Options are associated with tours in the tour maintenance. They have their own seperate pricing and can be non-commissionable. Option manifests are part of the standard reporting.

Checking Availability