Bookings & Reports
Learn how to create and search bookings, apply status flags, track payments via the Sales Ledger, and handle same-day departures in the Today view. Includes guides on generating reports to track key business metrics.
How to enable and configure PDF for TourCMS voucher
What does it mean? We have introduced a new feature that allows customers to download PDF versions of standard TourCMS vouch...
The TourCMS standard voucher design
Where do I find it?Configuration > System & setup > Voucher settings What does it mean?The standard voucher design in TourC...
Mail merge & Invoices (article)
Sample uses Letters or emails to customers Letters or emails to suppliers Envelopes Invoices & receipts Pre-travel informati...
How to use the "Money (Sales Ledger)" function (article)
What does it mean?Complete solution on the sales side of your businessIncludes changing sales price, sales tax (both adding ...
Invoice (article)
An invoice is normally a document you would send to a customer in order to ask for money (and as an official record of the t...
Refunds (article)
User permissionsThere are 4 possible user permission levels for refunds. The following list details the levels and the assoc...
Flags (article)
Flags act as a task list / personal reminder system for bookings and other events in TourCMS.Flags can either be set automat...
How to generate the 'Today' report?
In this video, we will explain to you what the 'Today' report is. TranscriptHello there! In this video, we are going to look...
How to use the sales ledger ('Money')?
In the following videos, we will explain to you how to use the sales ledger ('Money'). Part 1Transcript part 1Hello! In this...
How to setup flags?
In this video, we will explain you how to setup flags for your bookings.TranscriptHi! In this video, I am going to show you ...
How to create an enquiry?
In this video, we will explain to you how to create an enquiry.TranscriptIn this video, I am going to show you how to create...
How to create a customer?
In this video, we will explain to you how to create a customer.TranscriptSo, in this video, we're going to see how to create...
How to transfer enquiries?
In this video, we will explain you how to transfer enquiries.TranscriptHello again! In this very short video, we're going to...
How to search for a customer?
In this video, we will explain you how to search for a customer.TranscriptIn this short video, we're going to learn how to s...
How to make a booking?
In this video, we will explain you how to create a booking.TranscriptHello everyone, in today's video, I will show you how t...
How to add an enquiry form to your site?
In this video, we will explain to you how to add an enquiry form to your site.TranscriptHello! In this video, we're going to...
How to search for a booking?
In this video, we will explain you how to search for a booking.TranscriptHi! In this video, I will show you how to search fo...
How to create a new booking for a customer?
In this video, we will explain to you how to create a booking for an already existing customer.TranscriptHi! In this video, ...
How to cancel a booking?
In this video, we will explain to you how to cancel a booking.TranscriptHi everyone! In my last video, I explained to you ho...
How to refund a booking?
In this video, we will explain to you how to refund a booking.TranscriptHi! In this video, I will show you how to make a ref...
How to reopen a booking?
In this video, we will explain to you how to reopen a booking.TranscriptHi there! Imagine that you cancelled a booking for s...
How to add a note to a booking?
In this video, we will explain you how to add a note to a booking.TranscriptHi! In this video, I will show you how to add a ...
How to send emails to customers?
In this video, we will explain to you how to send emails to your customers.TranscriptHi! In this video, I will show you how ...
How to send an invoice?
In this video, we will explain you how to send an invoice to your clients.TranscriptHi! In this video, I am going to show yo...
How to add something else to the booking?
In this video, we will explain you how to add something else to a booking. TranscriptHi! In this video, I am going to show y...