How to manage travel bookings from enquiry to departure
Well-organised bookings have a single source of data, a clearly assigned owner, and traceable status changes for the sales, finance, and operations teams.
Articles
Practical answers for the day-to-day work of a tour business, from recording bookings to preparing for departures. Each article is written and reviewed by the person responsible for its content.
Well-organised bookings have a single source of data, a clearly assigned owner, and traceable status changes for the sales, finance, and operations teams.
A field-ready manifest is based on checked booking details, has a clearly identified version, and contains only the information needed to run the trip.
An invoice sets out the payment obligation, while a transaction records money received. Both should be linked to the booking without assuming that a single transfer receipt means the full amount has been paid.
Good agent management keeps agent identity, access rights, assigned bookings, and commission rules separate, so each party can only view and change the data they are responsible for.
Commission calculations need written rules, a clear booking source, eligibility status, and an adjustment history so operators and agents can review the results.
A package describes the travel product, while a schedule describes a specific departure. Keeping them separate means changes to dates and capacity do not affect the product’s core information.
A tour operator website should explain who operates the business, which products are available, how to contact the team, and what service limitations apply—without making claims that cannot be verified.