The Activity Booking Management interface provides comprehensive tools for handling bookings, managing customer details, and tracking activity status. Whether you're checking booking details, managing customers, or updating activity information, this interface serves as your central command center.
Understanding the Booking Interface
The booking management interface is designed for efficient access to all activity-related information through two main views:
Quick View Panel
The quick view panel can be opened by navigating to the Bookings tab from the main menu and then by clicking on the desired booking.
Access essential information through the side panel:
Basic activity details
Booking status overview
Customer information
Quick actions and updates
Activity schedule
Full Management View
Get comprehensive control through the full-page interface. The full page view can be opened by clicking on the View & Edit Booking Details button on the side panel.
This page displays all the above details in a full-page view
You can further drill-down to view a particular customer's booking
Update customer information including team assignment, waiver status and any other special notes
You can also update the gear requirements and body measurements
Activity Information Management
Basic Details
Access and manage core activity information:
Activity type and category
Title and description
Status indicators
Booking availability
Current capacity
Booking Status Controls
Manage how customers can book the activity:
Open for online booking (default)
Call to book requirements
Booking closure options
Capacity management
Availability updates
Activity Sharing
Share activity information efficiently:
Generate shareable links
Control access permissions
Track sharing history
Manage visibility
Update shared information
Managing Bookings
The bookings section provides comprehensive booking management tools organized into clear categories:
Active Bookings
Monitor and manage current bookings:
Booking reference numbers
Customer information
Participant details
Payment status
Booking timestamps
Rebooked Activities
Track booking changes and updates:
Original booking details
New activity information
Rebooking timestamps
Payment adjustments
Change history
Cancelled Bookings
Maintain records of cancelled activities:
Cancellation details
Customer information
Payment status
Cancellation reason
Administrative records
Change Log
Monitor all activity-related change logs through the comprehensive log:
Change Log Tracking
Record and view important events:
Booking changes
Status updates
Team assignments
Customer communications
System notifications
Comments
Maintain internal communication:
Add activity notes
Track important updates
Share team information
Record special requirements
Document decisions
Change log can be found at the bottom of the booking details page.
Frequently Asked Questions
Frequently Asked Questions
Booking Management
Q: How do I handle multiple bookings for the same activity?
A: Manage multiple bookings by:
Using the bookings tab
Checking available capacity
Monitoring customer types
Tracking payment status
Managing team assignments
Coordinating schedules
Q: What's the best way to handle booking modifications?
A: Follow these steps:
Review current booking details
Check modification options
Update customer information
Adjust payments if needed
Send confirmation updates
Document changes in logs
Customer Management
Q: How can I update customer information efficiently?
A: Manage customer updates by:
Accessing customer profiles
Updating relevant fields
Verifying certification status
Checking equipment needs
Confirming contact details
Documenting changes
Q: What should I do if customer requirements change?
A: Handle requirement changes by:
Reviewing current booking
Assessing new requirements
Updating customer profile
Adjusting services
Communicating changes
Updating activity notes
Activity Status
Q: How do I monitor activity capacity effectively?
A: Track capacity through:
Regular status checks
Booking notifications
Capacity alerts
Waitlist management
Team coordination
Regular updates
Q: What's the process for changing activity status?
A: Modify status by:
Accessing activity settings
Selecting new status
Updating availability
Notifying customers
Updating team members
Documenting changes
Communication Management
Q: How should I handle customer notifications?
A: Manage communications by:
Using appropriate channels
Maintaining clear messages
Tracking communication history
Following up as needed
Documenting interactions
Coordinating with team
Q: What's the best way to track communication history?
A: Monitor communications through:
Activity timeline review
Communication logs
Customer interaction records
Team notifications
System messages
Comment tracking
Best Practices
Q: How can I optimize booking management?
A: Follow these guidelines:
Regular status reviews
Prompt update handling
Clear communication
Accurate documentation
Team coordination
Customer follow-up
Q: What should I check daily in the booking system?
A: Monitor these key areas:
New bookings
Payment status
Capacity levels
Customer requirements
Team assignments
Communication needs
Activity modifications