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How to sort a bookings?

Categories: Bookings

Step 1

Go to “Bookings > Booking view”.

Step 2

Filter out bookings by tour name using “All tours”:

  • in the “Bookings> Booking view” section only those tours are shown that have ever been booked for the current company. Bookings will be stored for 2 years. After this period, the booking is deleted and the tour disappears from the there;
  • if Agent Premium is review this section, then are shown those tours that were added to “My tours” (if they have a bookings) for him;
  • for other types of Agent accounts, show only those tours for which there are bookings;
  • if Supplier is review this section, then are shown those tours which exists in “Bookings > Manifest view” and which there are bookings.

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Step 3

Filter out bookings using “Sort by”:

  • “Booking Date” - booking creation date which is checked by default;
  • “Participation Date” - date when tour starts.

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Step 4

Filter out bookings using calendar filter.

There is a posibility to choose one of the next options:

  • “All times” - this item is checked by default and bookings for the all times are shown;
  • “This week” - only bookings for present week are shown;
  • “Last week” - only bookings for past week are shown;
  • “Last 7 days” - only booking for past 7 days are shown;
  • “This month” - only booking for present month are shown;
  • “Last month” - only booking for previous month are shown;
  • “Last 30 days” - only booking for previous 30 days are shown;
  • “This year” - only booking for present year are shown;
  • “Custom Range” - only booking from custom range are shown.

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Step 5

Filter out bookings using booking status filter.

Bookings are displayed according to their status:

  • “Сonfirming” - displays only bookings which had been accepted by Supplier;
  • “Pending” - displays only bookings which are pending confirmation from Supplier;
  • “Canceled” - displays only bookings which had been canceled by Supplier;
  • “No show” - do not shows bookings.

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Step 6

Filter out bookings using a payment status.

Bookings are displayed according to their payment status:

  • “Paid” - displays only bookings when “Customer pay full amount”;
  • “Partially paid” - displays only bookings when “Customer pay deposit”;
  • “Unpaid” - displays only unpaid bookings.

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Step 7

Filter out bookings using a “Booked By” filter.

Filter for displaying bookings, taking into account the company/user who booked. If at least one company is selected from the dropdown list, the first item “None” appears at the top, when clicked on it, all bookings are displayed.

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