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 (Grey): 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 current Status
Choose new Status
Click Save
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:
Status, Status Date, or Pipeline Stage
Add multiple filters or save views for reuse
Filter Calendars by Status—unchecked statuses won’t appear
⚠️ 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.
Training Video