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Booking policies setup

How to setup booking policies

Written by Sofiya

Booking policies setup is found under the Prices tab of the left navigation bar.
You can create different booking policies for different types of sales - such as individual, group, full charter, no refund, etc.

One standard booking policy is setup by default, intended as a standard policy for individual sales. You can modify it or create additional booking policies.

New booking policy setup

To setup a new booking policy click 'create' on top of the screen
Specify the name of the booking policy

Next, add the required payments:

  • For the initial deposit, specify % (alternatively, you can specify $ amount) required before option expiry date

Click 'add condition' to create additional required payments

  • For subsequent progress payments, specify % (alternatively, you can specify $ amount) and number of days prior to embarkation date

Tip: Here's an example of a policy for individual bookings:
Name: Individual reservations
25% will be required before option expiry date
50% will be required in 180 days prior to the embarkation date
100% will be required in 30 days prior to embarkation date

Click 'save'

Editing a booking policy

To modify a booking policy click the triple dot symbol to the right of the policy and click 'edit'. Update the details as needed and click 'save'

Tip: Please ensure that your booking and cancellation policies are consistent with each other

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