Booking
Management
The execution-stage record of the CRM. Takes an approved itinerary and turns it into a live booking with travel dates, passenger details, route data, hotel and transport structure, payment visibility, operational readiness, and customer-sharing actions in one place.
After Trip Confirmation
A booking is not only a booking number. It stores travel dates, passenger counts, route plan, hotel rows, transport rows, day-wise journey data, meal preference, selling and cost values, profit visibility, driver assignment, hotel confirmation state, voucher state, and payment status.
Because the booking stays connected to invoices, payments, vouchers, communication, and tracking, it becomes the central control record for the trip after confirmation.
Commercial and Operational Clarity.
The booking carries both a trip status and a payment status so sales, operations, and finance can all understand where the trip stands from their own perspective.
Before Travel Starts
The booking highlights what is still missing before departure. A control dashboard, not just a storage record.
Assignment
Confirmed
Sent
Collected
When hotel confirmation is switched on, the CRM can automatically dispatch the customer voucher through email and WhatsApp flows. This prevents sending trip documents before the stay details are actually ready.
All From the Booking Record.
Preview or download a complete booking PDF with travel dates, customer reference, passengers, driver info, hotel/voucher state, financial summary, route, and notes.
Send booking confirmation through the CRM's email workflow, including PDF attachment support. Payment reminders also available for linked invoices.
API-based sending with or without PDF attachment, plus direct WhatsApp text-link sharing. Combined email and WhatsApp flows from the same booking.
Once the trip ends, trigger a post-trip review email directly from the booking workflow. Extends the booking lifecycle beyond execution into customer feedback.
On-Ground Execution
Active bookings feed into daily operations views. Tracking milestones and live location links keep the team connected to trips in progress.
Active bookings appear in today, upcoming, and tracking views. Trips move from booking management into live execution without re-entering details.
Record statuses such as picked up, reached hotel, departed, at sightseeing, back to hotel, and trip completed. Visible progress through the entire travel day.
Store live-location links by travel date so the team has a real-time operational reference when needed during active trips.
Bookings connect into hotel voucher, transport voucher, activity voucher, driver sheet, and customer trip summary. The booking is the source for all delivery documents.
Customer, Itinerary
Booking Numbers
Auto-Prefill
Statuses
(Pending/Partial/Paid)
Vehicle Assignment
and Voucher Sent
Gross, Net Profit
Preview and Download
Confirmation
and Review Requests
Controls
and Live Location
Across All Fields
See Booking Management in Action
Watch how Triplide turns confirmed itineraries into controlled booking records with operations, payments, vouchers, and tracking connected.
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