Your First Booking

Let's walk through creating a booking from start to finish.

Step 1: Start a New Booking

Click the + New Booking button in the top navigation
Select the booking type (Flight, Hotel, Package, etc.)
Choose whether this is for an existing or new client

You can access the new booking form from anywhere using the keyboard shortcut Ctrl + N (or Cmd + N on Mac).

Step 2: Add Client Information

For a New Client

Enter their name and contact details
Add their travel preferences
Save to create their CRM profile automatically

For an Existing Client

Search by name, email, or phone
Their details will auto-populate
Recent bookings will be visible for reference

Step 3: Enter Travel Details

Fill in the booking specifics:

| Field | Description | |-------|-------------| | Dates | Travel dates and times | | Travelers | Number of passengers/guests | | Products | Select from your supplier inventory | | Pricing | Enter costs and markup | | Notes | Special requests or internal comments |

Step 4: Review and Confirm

Double-check all details in the summary panel
Add any special requests or notes
Click Create Booking
Choose whether to send confirmation to the client

Your booking is now created! The client will receive a confirmation email if you enabled it.

Step 5: Follow Up

After creating the booking:

✅ Set reminder tasks for follow-ups
📧 Send itinerary documents
💰 Track payment status
📋 Add to your calendar

Booking Status Workflow

Quote → Confirmed → Ticketed → Completed
         ↓
      Cancelled

Your booking will move through these stages automatically as you process it.

Quick Tips

Pro Tips for Faster Booking:

Use keyboard shortcuts for common actions
Create templates for repeat bookings
Save client preferences for future use
Set up automated confirmation emails

Congratulations! You've created your first TransferLink booking. 🎉