Add bookings and record payments
Add the bookings you take at the office or on WhatsApp, record every payment, and send a numbered receipt.
- Takes about 5 min
- 5 steps
- Every plan
Video walkthrough coming soon
Until then, the written steps below cover everything.
Step by step
Step by step
Step 1
Start a new booking
Open Operations → Bookings and click New booking.
Step 2
Choose the trip and travellers
Pick the package and departure date, then find each pilgrim — or add a whole family at once. Each traveller’s price comes from the package, with child and infant prices worked out from their age.
Step 3
Extras, discount and status
Add extras such as a wheelchair, and any discount. Save it as Tentative to hold the seats, or Confirmed.
Step 4
Record payments
On the booking, click Record a payment for each advance or instalment — cash, bank transfer, card or UPI. Mark as fully paid records whatever is left in one tap.
Step 5
Send the receipt
Every payment gets a numbered receipt in your branding. Send it on WhatsApp or download the PDF.
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