Bookings & customers

This page is your operational guide — the day-to-day "where do I click to manage these bookings" reference.

The Bookings list

Open Yatra → Bookings.

You'll see a table of every booking with:

• Search by booking number, customer, or trip.
• Booking status filter — Pending, Confirmed, Cancelled, Completed.
• Payment status filter — Pending, Partial, Paid, Refunded, Failed.
• Sort by Booking Date, Travel Date, Booking Number, Customer, Trip, Amount, Status.

Default columns (toggleable): booking number, customer, trip, travelers count, dates, amount, payment status, booking status.

Bulk actions

Tick rows, then choose:

• Mark as Confirmed / Mark as Pending / Mark as Cancelled / Mark as Completed / Delete permanently.

(The bulk options shown depend on which status tab you're viewing.)

Booking detail page

Click any booking row to open the detail page.

Header

The header shows the booking number and a + Edit Booking button (visible if you have the yatra_edit_bookings capability).

Sections (top to bottom)

Booking Overview

• Booking number, trip title, travel dates.
• Traveler count badges (e.g. "2 Adults · 1 Child").

Payment Summary

A breakdown of the financials:

• Subtotal.
• Discounts applied (per-coupon line).
• Taxes (per-tax line).
• Itinerary costs / extras.
• Grand Total.
• Due Now — the unpaid balance (if any).

Customer Information

Name, email, phone — pulled from the customer record.

Travelers Information

For each traveler on the booking:

• Name and category badge (Adult / Child / Infant / Senior).
• Document number (if collected).
• "Lead Traveler" / "Primary Contact" badges.

Emergency Contact

Shown only if the customer filled it in at checkout.

Special Requests

Internal notes from the customer (dietary, accessibility, etc.).

Sidebar — Google Calendar Sync PRO

PROGoogle Calendar two-way sync

Push every booking to your operations Google Calendar. Per-trip calendar selection, color coding, and automatic date updates if the customer reschedules.

Unlock calendar sync →

When the Google Calendar Integration module is on and the booking has been synced, the sidebar shows the calendar status, link to the calendar event, and a Re-sync action.

Payment Information

• Status pill (Paid / Pending / Partial / Refunded / Failed).
• Method (PayPal / Stripe / etc.).
• Trip Price per Person.
• Total Amount.
• Tax Incl. badge if your settings say prices include tax.
• Discount card if a coupon or group discount was applied.

Consent Status PRO

PROTrip Consent & digital waivers

Collect liability waivers, COVID forms, or release-of-image consents at checkout. Each traveler signs digitally; you see a "signed N of M travelers" status here, with a link to Manage Consents.

Unlock trip consent →

Timeline

Created at + Last updated at + a brief history of status changes.

Booking statuses

Status	Meaning
Pending	Customer started but hasn't paid (or paid partial).
Confirmed	Paid in full. Trip is locked in.
Cancelled	Customer or admin cancelled. Refund handled separately.
Completed	The trip has run. Useful for after-trip review requests.

Bookings auto-transition Pending → Confirmed when the gateway webhook lands (PayPal IPN, Stripe charge.succeeded, etc.).

You can manually transition with the bulk action menu or by editing the booking.

Edit a booking

Click + Edit Booking in the header to load the booking edit form. You can:

• Add or remove travelers.
• Change traveler categories.
• Change the trip / departure / dates (recalculates totals).
• Add internal notes.
• Override the price (for special quotes).

Click Save to persist. The customer doesn't get an automatic email — use the Send email action if you want them notified.

Customers

Open Yatra → Customers.

This is the list of every customer who has ever booked or registered:

• Status filters: All / Active / Inactive / Blocked.
• Sort by Registration Date, Name, Email, Country, Bookings, Total Spent.

Click a customer row to see:

• Profile (name, email, phone, address).
• All bookings.
• All payments.
• All enquiries.
• Internal notes (admin-only).

Bulk actions on customers

• Mark as Active, Inactive, or Blocked.
• Delete permanently (warns before deleting).

Blocking a customer prevents new bookings from their account but doesn't touch existing data.

Guest checkout

If your Settings → Customer has Allow guest checkout on, customers don't need an account before booking. Yatra creates a customer record on first booking. They can later set a password and claim the account by visiting the password-reset link in their booking confirmation email.

If guest checkout is off, customers must register or log in before booking.

Enquiries

Open Yatra → Enquiries for the enquiry pipeline.

Customers submit enquiries from the Make an Enquiry modal on the trip page. Each enquiry has:

• Customer name, email, phone.
• Trip (linked).
• Preferred travel date and traveler count.
• Message body.
• Status (New / In Progress / Quoted / Won / Lost).

Click an enquiry to view, reply, or convert it to a booking. Yatra fires the yatra_enquiry_created action so you can route to a CRM via Zapier or a custom integration.

Reviews

Open Yatra → Reviews.

Reviews are moderated by default. The list has:

• Status filters: All / Pending / Approved / Rejected.
• Columns: rating, customer, trip, body excerpt, submitted at.

Click any review to read the full body, reply (admin reply), or moderate.

Per-trip review settings are in Yatra → Settings → Review: enable / disable, allow anonymous, auto-approve threshold, minimum rating to display.

Discounts (coupons)

Open Yatra → Discounts.

Each coupon has:

• Code, Description, Type (percentage / fixed), Amount.
• Maximum discount (cap for percentage coupons).
• Usage limit (total) and per customer limits.
• Valid from and expiry date (DatePicker).
• Status — draft / publish / trash.
• Applicable to — all trips or specific trips.
• Minimum booking amount.
• First-time customer only flag.

PROAdvanced & group discounts

Auto-apply group-size discounts (e.g. 5% off for 4+ travelers, 10% off for 8+), stack with promo codes, and exclude specific trips. The Pro Advanced Discount module unlocks all of this.

Unlock advanced discounts →

Booking flow on the front end

When a customer clicks Book now on a trip:

1. They pick a date / departure (date picker on the trip page).
2. Set traveler counts by category (Adult / Child / etc.).
3. Continue to checkout.
4. Fill in contact + traveler details (one form section per traveler).
5. Optional emergency contact.
6. Pick a payment method.
7. Pay.

After successful payment, they land on the Booking confirmation page (rendered from templates/partials/booking-content.php).

What's next

• Payments — gateway-by-gateway setup, refunds.
• Email & notifications — what fires on confirmation.
• Pro modules — every Pro feature listed.