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Getting Started with Bookings

This guide introduces the key concepts of the Booking Lifecycle Management module and walks you through the interface and your first booking.

What Is a Booking?

A booking is the central record that brings together everything about a customer's travel purchase:

  • Service lines -- the individual products being purchased (hotel nights, flights, transfers, activities, etc.)
  • Passengers -- the people who are travelling
  • Pricing -- cost, sell price, service charges, and balance tracking
  • Status -- where the booking is in its lifecycle
  • Activity log -- a full audit trail of every change

Every booking has a unique reference in the format TQ-YYYY-NNNNN (for example, TQ-2026-00042). This reference is generated automatically when the booking is created and cannot be changed. Use it when communicating with customers and suppliers.

Accessing the Booking Module

  1. Log in to the TQPro Admin interface with your agent or administrator credentials.
  2. Click Bookings in the main navigation menu.
  3. You will see the Booking List page.

Understanding the Interface

The Booking module has two main pages:

Booking List Page

This is your starting point. It shows all bookings you have access to, with tools to search and filter.

KPI Summary Cards -- At the top, four cards give you a quick health check:

Card What It Shows
Total Bookings Count of all bookings in the system
Active Bookings Bookings in non-terminal statuses (Enquiry through Ticketed)
Pending Confirmation Bookings in Enquiry or Quoted status awaiting progression
Expiring Soon Option-held bookings with expiry dates within the next 48 hours

Filters -- Below the cards, use the filter bar to narrow results:

Filter How to Use
Search Type a booking reference (partial match) or customer name
Status Select a specific status from the dropdown
Agent Filter by the assigned agent
Date Range Filter by travel start and end dates

Status Tabs -- Quick-filter tabs let you switch between status groups with one click. Each tab shows a count badge.

Bookings Table -- The main table lists bookings with reference, status, customer, travel dates, agent, total sell price, balance due, and creation date. Click any booking reference to open its detail page.

Booking Detail Page

This page shows everything about a single booking, organized into tabs:

  • Overview -- Summary, financial totals, customer info, and recent activity
  • Services -- Service lines (what the customer is buying)
  • Passengers -- Traveller details
  • Actions -- Automated checklist items (appears after confirmation)
  • Terms -- Terms and conditions for the voucher
  • Documents -- Uploaded files and generated vouchers
  • Amendments -- Change history (for confirmed bookings)

The header bar shows the booking reference, status badge, customer name, travel dates, and action buttons for changing status and sending notifications.

Key Concepts

Service Lines

A service line represents one item the customer is purchasing. Each line has a type (Hotel, Flight, Transfer, Activity, Cruise, Visa, Other, or Service Charge), a description, dates, supplier information, and pricing. See the Service Lines guide for details.

Status Lifecycle

Every booking moves through a series of statuses:

ENQUIRY -- Initial status. Services and passengers can be freely added and edited.

QUOTED -- A quote has been prepared for the customer.

OPTION_HELD -- The booking is held temporarily with an expiry deadline.

CONFIRMED -- The customer has accepted. Changes are tracked as amendments from this point.

AMENDED -- Modified after confirmation. Can be re-confirmed.

TICKETED -- All services are ticketed and ready for travel.

COMPLETED -- Travel is finished. This is a terminal status.

EXPIRED -- An option hold deadline passed without confirmation. Can be re-quoted.

CANCELLED -- The booking has been cancelled. This is a terminal status.

See Managing Bookings for the full status transition rules.

Cost vs. Sell Price

  • Cost -- What the agency pays the supplier for the service
  • Sell Price -- What the customer pays
  • Margin -- The difference between sell and cost

Cost is automatically converted to the local currency for internal reporting. The original cost amount and currency are preserved on each service line.

Creating Your First Booking

  1. On the Booking List page, click the New Booking button.
  2. Step 1 -- Customer: Search for an existing customer by email, or enter a new customer's name, email, and phone. Set the travel dates and currency.
  3. Step 2 -- Services: Click Add Service, select a service type, and fill in the description, dates, and pricing. Add as many services as needed.
  4. Step 3 -- Passengers: Click Add Passenger and enter the traveller's details. Mark one passenger as the lead.
  5. Step 4 -- Review: Check the summary and click Create Booking.

The system generates a booking reference and opens the Booking Detail page. Your new booking starts in ENQUIRY status.

Tip: You can also create bookings by adding items to the shopping cart from search pages and checking out. See the Shopping Cart guide.

Next Steps