What Are Booking Statuses?
Statuses help define the stage of commitment in the sales cycle. These are hardcoded, color-coded, and visible across the platform:
Lead (Blue): Initial inquiry; not yet booked.
Tentative (Yellow): Holding the space or waiting on contract signature.
Definite (Green): Booking is confirmed with a signed agreement.
Lost (Red): Business not won—either declined or booked elsewhere.
Note: Groups and Events within a Booking can have their own Status, separate from the main Booking.
What Are Pipeline Stages?
Pipeline Stages help track where a Booking is in your custom sales journey. These are editable by Admins and vary by property.
Default examples include:
New Inquiry: First contact (call, email, form, etc.)
Qualifying: Reviewing guest needs and fit
Proposal Sent: Customized quote sent
Contract Sent: Awaiting signature on formal agreement
Confirmed: Booking is finalized and usually paid
Use Pipeline Stages for more granular visibility alongside Statuses.
How to Change Booking Status
From the Pipeline:
Click the down arrow on the Booking
Select Change Status
Choose Status & Date
Click Submit
From the Booking Summary Page:
Click the down-ward arrow in the end column
Select Change Status
Select the Status
Click Save
You can batch update the status of Bookings directly from the summary page by selecting them in the first column and clicking "Batch Actions" this will allow you to bulk update the status of these Bookings.
How to Change Pipeline Stage
Drag and Drop (from Pipeline View):
Drag the Booking to the desired stage
Batch Update:
Select the checkbox next to the Bookings
Click Batch Actions > Change Stage
Choose new Pipeline/Stage
Click Submit
From Booking Summary Page:
Click the current Pipeline Stage
Or select "Pipeline Name > Pipeline Stage" to switch Pipelines
Choose new stage
Click Submit
Reporting on Statuses & Stages
Use Filters in Booking Lists and Reports for:
Pipeline and Pipeline Stage:
Booking Status:
Status Dates:
Add multiple filters or save views for reuse
Filter Calendars by Status
Unchecked statuses won’t appear in your view.
⚠️ Important Considerations
Both Booking Status & Pipeline Stage must be updated manually
When changing a Status to Lead, Tentative, or Definite, you can optionally update associated Group and Event statuses
Changing a Booking Status to Lost will automatically update all Groups and Events to Lost
Add a Lost Reason to track why the business wasn’t wonBooking Statuses and Pipeline Stages are used to track the sales process and history of a Booking.