The All bookings page lists the bookings of your company by booking date. Expand a booking to see the activities in it, or open the booking to see all its details and to message the customer.
Open All bookings
Go to Bookings > All bookings.
The list shows the bookings that were made yesterday and today, with the newest booking first.
What the list shows
Booked at: the date and time when the booking was made, in the time zone of your company.
Booking code: the PaxFlow booking code. Click it to open the booking. The booking reference from your booking system shows under the code.
Customer: the name, e-mail address, and phone number of the customer. Click the envelope icon to send an e-mail. Click the message icon next to the phone number to send an SMS.
Seller: the seller, the booking agent, and the booking channel. Point to a line to see which one it is.
Product: the name and code of the product.
Payment: an icon for the payment status. Point to the icon to see the status.
Actions: the gear icon opens a menu with more actions.
At the bottom of the list, select how many bookings to show on one page: 50, 100, or 200.
Change the booking period
Click the date field next to Booking period.
Select the first day and the last day of the period.
The list shows the bookings that were made in that period. The period is the booking date, not the date of the tour.
Search for a booking
Click Search booking info.
Enter a booking code, a booking reference, the name of the customer, an e-mail address, or a phone number.
The search finds only bookings in the selected booking period. If you cannot find a booking, make the period longer.
Filter by product
Click Product.
Select one or more products.
The list shows only the bookings for the products that you selected.
Sort the list
Click the Booked at column header to change the order:
Click one time to show the oldest booking first.
Click two times to show the newest booking first.
Click three times to go back to the default order, newest booking first.
Clear the filters
Click Reset. The booking period goes back to yesterday and today, and the search, the product filter, and the sorting are cleared.
Save your filters as a view
A view saves the booking period, the search, the product filter, and the sorting, so that you can use them again.
Set the filters that you want to save.
Click Saved views.
Click Save current filters.
In View name, enter a name for the view.
To open the page with this view every time, select Set as default view.
To share the view with all users in your company, select Set as company view.
Click Save.
To use a view, click Saved views and select the view. To go back to the page without a view, click Saved views > Reset view.
See the activities in a booking
Click the arrow at the start of the row.
For each activity, the row shows the activity code, the product, the pickup place, the start date, the start time, the number of pax, and the status. If the activity has no pickup, the row shows Meet on location.
Open the booking details
In the Booking code column, click the booking code.
The buttons at the top of the booking let you:
Message customer: send an SMS, an e-mail, or a WhatsApp message to the customer.
Send ticket: send the ticket to the e-mail address of the customer.
Reschedule: move the booking to a different date or time. You can use this button only when the booking has one active activity.
Edit pax details: change the pax details of the booking.
Open booking in PaxPortal: open the booking as the customer sees it.
Cancel booking: cancel all active activities in the booking.
The three-dot menu: Copy booking code, Upload attachment, View history, and a link to open the booking in your booking system.
The messages to the guest, the WhatsApp replies from the guest, and the changes to the booking are on the Timeline tab. See Booking timeline.
Open a booking in PaxPortal
In the row of the booking, click the gear icon.
Click Open on PaxPortal.
The booking opens in PaxPortal in a new tab. If the booking came from your booking system, the menu also has an item to open the booking there, for example Open on Bókun.
Send a message from the list
In the row of the booking, click the gear icon.
Click Send message.
Click E-mail, SMS, or WhatsApp.
Select a message template.
Click Modify message for an e-mail, or Save & Continue for an SMS or a WhatsApp message.
Follow the steps to change the message and check the recipient, then click Send. PaxFlow adds the message to the sending queue. To see the message, click View logs in the confirmation, or go to Messages > Sent messages.
Create a booking
Click Create New Booking at the top of the list. See Create new booking.
Notes
If All bookings is gray in the menu, your user group or your subscription does not include it. Ask an admin in your company to check your user group.
WhatsApp shows in the menus only when your company uses WhatsApp in PaxFlow.
In the gear menu, E-mail is not available when the booking has no e-mail address, and SMS is not available when the booking has no phone number.
Cancel booking works only for bookings from Bókun. PaxFlow also cancels the booking in Bókun. You cannot undo the cancellation from PaxFlow.
View history shows only for users who have access to the audit log.
Set as company view shows only for users with the Admin or Owner role.
On a narrow screen, Open booking in PaxPortal is in the three-dot menu of the booking.