Bookings

What is reserved with each supplier and what it costs you. The supplier side of the trip, kept apart from what the client pays.

Bookings tells you what you have reserved and what you owe for it. Every item you put in the itinerary appears here as a row, so your tee times, rooms, transfers and dinners are one list.

Working the list

1. Open a trip and pick Bookings, under Finances.
2. Set each row's status as you go: not booked, requested, booked, or cancelled. The header counts what is still to book.
3. Type the confirmation number the supplier gave you, and your cost if it differs from the itinerary.
4. Say who pays. Agency means it goes through your account; client pays venue means the group settles it there, and the cost stays out of your totals.
5. Attach the supplier's invoice to its row when it arrives.

It follows the itinerary, but it is not the itinerary

Rows appear here because you built the days. Change a cost or a confirmation number and the itinerary does not move, so the price your client agreed to does not change. Who pays is the exception: that setting syncs back, because a dinner the group pays at the restaurant has to leave the package on both sides.

Reset to itinerary rebuilds a row from the plan and drops your changes. Add one by hand for something the itinerary does not carry, a rental car or a caddie. If you delete an item from the days, its row says it is no longer in the itinerary and waits for you to remove it, so its confirmation number is never lost.

It works before the client says yes

Bookings is open on a deal you are still selling, because you hold tee times before anyone signs. Mark a row requested or booked on a proposal and RoundPlan asks whether the deal is sold, the same way recording a payment does. You answer; it never moves the deal quietly.