Operations System: Manage Itinerary Bookings

Learn how to manage product bookings, send email requests to suppliers, or manually update booking statuses.

1. Getting Started: Filter Products to Manage

Access the Operations system from the left-hand menu or directly within an itinerary.

In the Products tab, use the filters in the top row to locate the products you want to manage.

You can filter by:

• Itinerary (search by title or TC-number)

• Customer name

• Supplier name

• Travel dates

• Booking request type

• Booking request status

• Product type (e.g., category)

• Other (e.g., bookings with notes or passenger lists)

2. Select Products to Manage Bookings or Send Requests

After applying filters, select the product you want to manage by checking the box on the left side of the product row.

☝️ Note: To send supplier emails, make sure a supplier is assigned to the product.

3. Send an Email Request to a Supplier

To send a booking, allotment, or other request to a supplier:

1. Click the Request button at the bottom of the page.

2. Complete the email template:

   • Select your company’s terms and conditions

   • If required, include the participant list by clicking on the toggle Include participants and allocation

   • Enter a custom message (optional)

3. The assigned supplier will receive the email and respond via a linked landing page.
   📌 To understand how this works from the supplier’s side, check out: Operation Requests: Supplier Steps and Actions.

4. Their response (Confirmed, Declined, etc.), message, and details will be automatically logged in the Operations system.

4. Manually Change a Booking Status

If a booking was handled outside of TripCreator, you can manually update its status.

1. Select the product

2. Use the Change Requested and Change Status buttons at the bottom of the page

This manual method helps keep your system up to date when external confirmations occur.