The Booking Summary provides a snapshot of everything related to a specific Booking. From here, you can access and manage all components tied to it—events, contacts, documents, revenue, and more.

You can update the following details directly from the header section:

Use the Actions dropdown menu to:

Lists all contacts associated with the Booking. You can have multiple contacts, but only the Primary Contact's details will merge into documents, invoices, and reports.

An Account typically represents a company or organization associated with the Booking (e.g., for corporate events).

A Travel Agent is a specialized type of Account. You can add one from the Account page or directly to a Booking.

Edit the following:

Shows totals for Guestroom Revenue and Menu Item Revenue at a glance.

Each sub-tab in the Booking gives you access to different components:

Room Block

Displays group/room block information, including total room nights, revenue, and pick-up stats

Events

Lists all Events attached to the Booking. You can also create and manage Events from here.

Other Fields

Includes all custom fields linked to the Booking. You can add and edit custom fields in this section.

Add internal notes for the Booking. (Note: Notes are not included in documents.)

Create and manage tasks linked to the Booking. Tasks are listed by due date and can include follow-ups, calls, meetings, etc.

Send new emails and view all email threads related to the Booking from this tab.

Displays all revenue-related Line/Menu Items, whether added directly to the Booking or through associated Events.

View all payments and deposits received for the Booking.

Access all related documents—proposals, contracts, BEOs, etc.

Lists all invoices created for the Booking.

Upload and manage files related to the Booking to share with your team.

View a full history of all changes made to the Booking.

Create pre-built combinations of Events and Menu Items for faster event creation.

Automate task creation with predefined sequences triggered by Booking actions.

Cancel Reservations/Group Rooms that are synced to Mews.