Inside the booking card

Why	Find anything in a booking at a glance: rooms and guests, money, the rate plan, services, documents, and history — without hunting through sections.
Who	Front desk staff and administrators who work with bookings every day.
What you’ll get	A map of the booking card: what lives where, which actions sit in the header, and where to go for each task.
Limitations	This is an overview, not a walkthrough: the step-by-step routines — check-in, edits, services — live in separate articles (see “See also”). Taking payments is covered in Record a guest payment; online payment links and deposits are covered in The online payment link.

The booking card is the front desk’s workspace. Everything about one stay sits on a single screen: status, booker, dates, and money on top; twelve tabs below, from rooms and guests to the rate plan and history.

There is one card per booking: if a booking covers several rooms, their blocks live together on the “Rooms and guests” tab — there are no separate cards per room. Most of the day happens across three or four of those tabs, but it pays to know what lives where before you need it — then any task is a couple of clicks away.

How to open the card

Two ways in:

1. From the “Bookings” list in the left menu — clicking a booking row opens the card.
2. From the Planner — click a booking bar. Hovering over a bar brings up a mini card with quick actions: “Check in” starts the check-in routine, “Open” opens the full card.

Both paths lead to the same card — a booking is a single thing in the system, wherever you open it from.

Result: the card opens on its own screen, headed by the booking number and a “Created” line with the date and time.

The header: status, booker, dates, money

In the card header:

• Status menu — a button with the current status, for example “Confirmed ▾”. This is where the status changes, and it is also how a booking gets canceled: there is no separate “Cancel booking” button on the card — on cancellation the system asks for confirmation and offers to email the guest a voucher. The path through the statuses is covered in Change or cancel a booking.
• “Tags” — label the booking so it is easier to find later.
• “Documents ▾” — a shortcut to the booking’s documents.
• “Guest Portal ▾” — two items: “Open as guest (preview)” to see the booking the way the guest does, and “Regenerate link” (refreshing the portal link).

Below the buttons sit three blocks:

• “Booker” — who made the booking. The “Edit guest” and “Change booker” buttons; next to them, the “Agency” and “Company” fields for bookings that came through a partner.
• “Check-in → Check-out” — the stay dates and times (2:00 PM and 11:00 AM by default); nights are counted automatically, and “Change stay dates” moves the stay.
• “Finances” — the booking’s money as of right now: “Total”, “Paid”, “Balance due”, with an “Accommodation” / “Extras” breakdown. Totals recalculate on their own: add a service, and it lands in the balance due immediately.

The money summary in the header is the hottest part of the card: when a guest at the desk asks about payment, the answer is right there — no tabs to open.

Twelve tabs: what lives where

The tabs keep one order — here is a quick tour.

1. Rooms and guests — the main working tab. The booking’s rooms: room type, the physical room, planned and actual check-in and check-out times; the “Add room”, “Change room type and room”, and “Change price” buttons — a manual price and a per-room discount are set there too. Below are the guests: contact details and “Edit guest”, a “Check in” and “Check out” button on each guest, plus “Add guest”. The routine is covered in Check-in and check-out, guest profiles in Guests.
2. Payments — taking money for the booking: “Add payment” and “Create payment link”. The payment form takes an amount, a date, an operation type (“Payment” or “Refund”), and a status. Below sit the “Deposit hold” block for the booking’s deposit and the “Amount / Paid / Balance due” summary; payment records are covered in Record a guest payment, and deposits and online links in The online payment link.
3. Rate — the rate applied to the booking; the current one carries a star, and you can switch it with the selector and “Save”. Below, the day-by-day breakdown: Date · Room type · Rate · Accommodation · Meals · Taxes · Extras · Discount · Total — you can see what each night’s price is made of.
4. Cancellation policy — the policy selector with “Save”, plus the booking’s policy history: which rules applied earlier. Until a policy is chosen, the tab will tell you there is no policy text.
5. Extras — catalog services added to the booking: transfers, meals, parking. How to add one and what happens to the total — in Services on a booking: add them at the desk.
6. Meals — the booking’s meal plan: a selector with “Save meal plan”, and meals by day via “Add meal”. If the plan price is not set, the tab will warn you.
7. City tax — the city tax calculation for the booking; if the tax has not been calculated yet, the tab will warn you.
8. Documents — documents attached to the booking; an empty tab means there are none yet.
9. Notes — internal notes on the booking: the “Note text…” field with the list below. The “Add note” button stays inactive until there is text in the field.
10. Messages — manual sends to the guest: “Send voucher” and “Send email”. Below is the sending history: date, status, recipient, template. An empty history means nothing has been sent to the guest yet.
11. History — the booking’s chronicle: every entry is an event with a date, an outcome, and a source, from “Booking created” to the latest changes. An entry’s contents can be expanded and copied.
12. Channel information — for bookings that came through channels: the details the channel passed along with the booking. On the grid, such bookings are recognizable by the OTA icon on the bar.

A rule of thumb for the desk: status and cancellation go through the status menu in the header, check-in and check-out go through the guest’s buttons, and services go through the “Extras” tab. If you cannot find something, start with “Rooms and guests” — that is where it usually lives.

See also

• Change or cancel a booking — dates, room, status, and cancellation through the status menu.
• Services on a booking: add them at the desk — add a service and watch the total recalculate.
• The guest’s personal link: preview and update — the “Guest Portal” menu: see the portal as the guest does and update the link.