Creating Bookings
Master the art of booking creation in TransferLink.
Booking Types
TransferLink supports multiple booking types:
- โ๏ธ Flights - Air tickets and reservations
- ๐จ Hotels & Accommodations - All lodging types
- ๐ Car Rentals & Transfers - Ground transportation
- ๐ซ Tours & Activities - Experiences and excursions
- ๐ฆ Packages - Multi-component bookings
You can combine multiple booking types into a single package for your client.
Creating a Booking
Method 1: Quick Book
The fastest way to create a booking:
- Click + New Booking in the top navigation
- Select the booking type
- Fill in the required details
- Click Confirm and Save
Method 2: From Client Profile
When you're already viewing a client:
- Open the client's profile
- Click the Create Booking button
- Client information auto-populates
- Add travel details and confirm
Method 3: From Supplier Inventory
Start from your product catalog:
- Go to Suppliers โ Inventory
- Search for the product or rate
- Click Book Now
- Select the client and dates
Booking Details
Required Information
| Field | Description | |-------|-------------| | Client | Who is traveling | | Travel Dates | Departure and return dates | | Travelers | Number of passengers/guests | | Product | What's being booked | | Pricing | Costs and selling price |
Optional Information
- Special requests (dietary, accessibility, etc.)
- Meal preferences
- Seat assignments
- Loyalty program numbers
- Internal notes (not visible to client)
Pricing & Margins
Calculate your pricing accurately:
Always double-check your margin calculations before confirming a booking.
Pricing Components
| Component | Description | |-----------|-------------| | Net Cost | What you pay the supplier | | Markup | Your commission/margin | | Selling Price | What the client pays | | Taxes/Fees | Additional charges | | Total | Final client price |
Markup Types
- Percentage Markup - Add X% to the net cost
- Fixed Amount - Add a specific dollar amount
- Tiered Pricing - Different markups for different price ranges
Payment Terms
Set clear payment expectations:
- Deposit - Amount due at booking
- Balance Due Date - When full payment is required
- Payment Methods - Accepted payment types
- Cancellation Terms - Your refund policy
Booking Confirmation
After creating a booking:
- Review Summary - Verify all details
- Send Confirmation - Email to client
- Create Tasks - Set up follow-up reminders
- Add to Calendar - Block travel dates
Enable automatic confirmations in Settings to save time on routine bookings.