Managing Existing FIT Bookings

The life-cycle of a Booking begins with its creation and it can then be revisited on many occasions before its natural end. A Booking can be recalled and updated any number of times for many different reasons.

This chapter covers working with existing FIT Bookings and describes common tasks such as how to search for and retrieve a Booking, how to change basic Booking details, how to update the itinerary, how to add notes to a Booking and how to report on invoicing and documentation.

An Example FIT Booking

As explained in Creating FIT Quotes of this user manual, the default view of an existing Booking is the Dashboard view, as shown in the example:

Completed FIT Booking - Dashboard View

These views are explained in more detail in the next section.

 

What next?

The tasks involved in managing an existing FIT booking are organised into the following sections:

  1. Retrieve an Existing Quote/Booking - there are several ways to search for an existing booking, depending on the information you have about it.
  2. Booking Details - changing basic booking details includes general setup info, pax travelling and room configurations, markup and/or commission info and booking or agent notes. You can also copy and recalculate a booking.
  3. Itinerary Menu - changing the itinerary covers such things as pickup/dropoff details, voucher information, changing travel dates or times, adding service/product notes and managing PCM details.
  4. Operations and Accounts - the accounting information section covers tasks to do with viewing the tour window, invoicing, reporting and documentation. It also covers checking the message queue and adding/updating contact details.
  5. Creating Invoices - managing invoices is found under the Operations and Accounts View and covers creating three different types of invoice, including generating and emailing invoice documents.