The Bookings tab is the operational view of a proposal: one table listing every item in it, with each item's cost, supplier, confirmation number, payment status, and commission status side by side. It's where you track what's been booked and paid as a trip moves from a proposal toward confirmed travel.
đ„ Prefer to watch? See Booking & Payments | TripLoft Academy for a video walkthrough.
Everything in this table comes from each item's Pricing & Booking tab, inside the item's edit drawer. Set those up first: set the pricing, add the payment schedule, and make the item ready for authorization. See Configure Pricing for Proposal Components and Payment Schedule & Authorization Requests.
Open the Bookings tab
Open the trip and click Bookings under the Finances group in the left navigation. Because a trip can hold more than one proposal, a row of proposal tabs runs across the top, each showing the proposal's name and its current state. Click a proposal to see its bookings.
[SCREENSHOT: Bookings tab with the Finances nav group and the proposal selector tabs across the top]
Read the Overview summary
At the top, an Overview band rolls up the selected proposal's finances:
Total cost: the proposal's total price across all items
Paid: how much has been logged as paid
Authorized: how much the client has authorized
Unpaid: what's still outstanding
Exp. commission after split: your expected commission once any split is applied
[SCREENSHOT: Overview band showing Total cost, Paid, Authorized, Unpaid, and Exp. commission after split]
The bookings table
Below the summary, the table lists one row per item, each with its component-type icon. The columns are:
Item: the component name and icon
Cost: the item's price (a dash if it isn't priced)
Supplier: the booking supplier you selected (a dash if none yet)
Confirmation #: the booking confirmation number (a dash until you add one)
Payment: the item's payment status
Commission: the item's booking and commission status
Click + New Item to add a component to the proposal without leaving the tab.
[SCREENSHOT: Bookings table with column headers and a few item rows]
Open an item from the table
Click any row to open that item's edit drawer, the same drawer you use on the proposal canvas, opened to its Pricing & Booking tab. From there you select the supplier, add a confirmation number, mark the item as booked, record payments, and set commission. Your changes flow straight back to the table.
[SCREENSHOT: Clicking a booking row opening the item's edit drawer on the Pricing & Booking tab]
Payment status
The Payment column shows where the item stands on payment:
Unpaid: no payment recorded
Partial: some, but not all, of the amount recorded
Paid: fully recorded
Authorized: the client has authorized the charge
Payment status is driven by the item's expected payments and any payments you log on it (see Payment Schedule & Authorization Requests).
Commission status
The Commission column tracks where the booking sits for commission:
Not Booked: the item hasn't been marked as booked yet
Upcoming: the item is booked and a commission has been recorded, so a commission is anticipated but not yet received
Received: the commission has been received
An item moves off Not Booked when you open it and click Mark as Booked on its Pricing & Booking tab. Once booked, TripLoft records it as "Booked on [date]" and notes that the booking is shared with the agency for reporting and commission reconciliation. You set the commission amount and split in the Commission section of the same tab.
Packages
Items invoiced as Part of Trip Package are grouped under a package row (folder icon). The package row carries the total price; the components nested under it show a dash in the Cost column, because their cost rolls into the package total. Expand the row with its chevron to see the components inside.
[SCREENSHOT: An expanded package row showing its nested components with dashes in the Cost column]
Options shown as a range
When an item has options for the client to choose from (for example, two alternative ways to travel between cities), it appears as an option row with the choices nested beneath it. Because the choice isn't made yet, the option row's Cost shows as a range, from the lowest to the highest option, and each choice below shows its own cost. Once a selection is made, the range resolves to the single chosen cost.
[SCREENSHOT: An option row showing a cost range with its nested choices below]