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Booking policies setup

How to setup booking policies

Written by Sofiya
Updated over 4 years ago

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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