1. Booking Overview and Pipeline Information
At the top of the Booking Page, you’ll find the booking header, which summarizes the most important details:
Booking Name: The title or client name associated with the booking.
Dates: The arrival and departure or event dates for the booking.
Deal Value: The total value of the deal as entered in the system.
Guest Portal Link: A shareable link to the guest-facing version of the booking.
Assignee: The team member responsible for managing the booking.
Status: Displays the current stage of the booking in the pipeline (e.g., Inquiry, Proposal Sent, Contract Sent, Contract Signed, Confirmed, Actual).
Pipeline Path: Shows which pipeline the booking is part of and which stage it currently sits in (for example, Main Pipeline / Contract Sent).
The Pipeline section helps you track a booking’s progress through your sales process. Each stage represents a key milestone, allowing your team to easily identify where a booking stands and what action is needed next.
2. Contact and Account Details
This section lists the primary contact(s) associated with the booking, including:
Name, email, and phone number.
Role or title (e.g., Project Manager).
Associated Account or company name.
You can add, edit, or remove contacts and accounts linked to the booking.
3. Proposal (AI Sales Suite element) and Payment Schedule (BETA)
Proposal: Create and send a proposal directly from this section.
Payment Schedule (BETA): Allows you to define and automate installment-based payments linked to invoices.
4. Additional Information
Displays key booking details including:
Booking Type (e.g., Meeting, Wedding).
Referral Source (how the booking originated).
Travel Agent (if applicable).
Inquiry Date, Tentative/Definite Dates, and Creation/Update timestamps.
5. Revenue Summary
A financial overview of the booking, showing:
Revenue categories such as Guestrooms, Catering, and Room Rental.
F&B Minimum requirements.
Payments Received to date.
You can choose whether to display Tax Included totals.
6. Tabs (Booking Management Sections)
Below the main booking details, tabs allow navigation through various parts of the booking record:
Tab | Description |
Details | Displays general booking details. |
Notes | Add and store internal notes about the booking. |
Tasks | Assign and manage related tasks for team members. |
Emails | View or send booking-related communications. |
Packages | Manage packages associated with the booking. |
Line Items | Displays individual charges linked to the booking. |
Payments | Track payments and outstanding balances. |
Documents | Create and Track a New Document |
Invoices | Review and issue invoices. |
Workflows | View or assign workflow templates. |
Attachments | Store any additional files. |
Change Logs | Review a full audit trail of changes to the booking. |
7. Room Block Section
If applicable, this section displays guest room block details, including:
Number of room nights, ADR (Average Daily Rate), and Room Revenue.
You can edit or delete existing blocks or add a new one.
8. Events Section
Lists all events tied to the booking. Each event entry includes:
Event ID, Name, Status, Date, Space, and Type.
Expected, Guaranteed, and Actual attendance numbers.
You can add single or multiple events at once, and filter or sort by various fields.
9. Other Fields and Custom Fields
This section contains any custom fields or additional booking details such as:
On-site contact, event coordinator, billing instructions, and logistics details.
Custom setup notes like Flowers or Linen options.
You can also add new custom fields specific to your organization’s needs.
