How to create a booking in the TourTask backoffice
Enter a booking that reached you by phone, e-mail or in person. Your tours must be set up first: see tours.
Fill from conversation, at the top of the form, reads the conversation and fills the booking for you: see Fill from conversation.
Fill in the booking
- 1
Open the form
Go to Bookings → Create.
- 2
Enter the contact
Under Contact, type the customer's E-mail and choose them if they have booked before. For a new customer, fill in Name, Language, Country and Phone number. Leave Contact is on trip on if they travel too: they become the first passenger.
- 3
Check the prices
Under Economy, check the Currency, and the Price list if you have several. Add a General discount or a Promo code if you agreed one: see Promo codes.
- 4
Add the passengers
Under Passengers, set how many travel. Give each an Age group, or their age, which picks the age group for you.
- 5
Add each tour
Under Tours, pick a date in the tour's Private or Group column, choose the time or the departure, and click Add as private tour or Add as group tour. The tour goes into the Cart.
- 6
Add extras
In the Cart, tick the add-ons a tour offers. For anything else, such as a transfer, click Add custom item.
- 7
Check the booking details
Under Booking, check the Booking name. Set the Distribution channel, Tags or Additional information if you need them.
- 8
Save it
Click Create booking. Then click Send e-mail to send the customer their booking confirmation, or Do not send.
Guides, drivers and vehicles
A private tour or a custom item in the cart lists the components it needs each day, such as a guide or a vehicle. Choose who does each job and what you pay them. A warning shows when that person already has a job at that time; you can still save.
Prices and deposits
Each line is priced from your tour pricing for the booking's date and party. To charge something else, choose Edit price in the line's menu (⋮): see Manage a booking.
Under Economy, Deposit options sets how much the customer may pay first, and Full payment due an optional date for the rest.
Questions we get asked
The cart is empty, no tour has a date, or a line has no price. The form says which. A price of 0 is allowed: it makes the line free.
Yes. The cart warns you, but you can save the booking. Your website and travel agencies would not take it.
Only until the booking has a payment or a refund, or a payment is in progress: its amounts are recorded in that currency.