View and manage customer bookings

How to view a booking

1. In your dashboard, go to Bookings > All Bookings.
2. Here you can find a list of all customer bookings ever made with your company, including experiences and accommodations. Use the filter options to find bookings that start on a specific date or Search your bookings by reference number, customer name, or email address.
3. Click on the booking reference number to view all details about the individual booking, including customer information, booking status, items booked, and a timeline of customer communications.

Using the booking timeline

Each booking has a Timeline, so that you can track any changes made over time, including:

• Edits to booking items
• Edits to guest fields
• Payments made by the customer
• Refunds and cancellations

With the timeline, you can also:

• Leave a note for internal reference 
• Resend the automated booking confirmation email to the customer
• Resend the automated welcome email to the customer

How to edit a booking

After a customer has made a booking, you can make amendments:

• Add and remove items 
• Apply discounts
• Edit guest fields
• Change modifier selections
• Change balance due date
• Request refunds 
• Postpone or cancel a booking
• Edit Variant price or duration

If the booking is on an active payment plan, please see instructions here.

Tip: We recommend resending a booking confirmation email to the customer after editing a booking. You can do this under the Timeline.