Bookings & customers

This page covers everything under the bookings family of admin menus:

Menu	What it manages
Yatra → Bookings	Every booking — list, detail page, manual create / edit, statuses
Yatra → Customers	Customer profiles, loyalty tier, status, total spend (Pro)
Yatra → Enquiries	Pre-sale enquiries from the trip page / contact form, with a respond-in-admin flow
Yatra → Reviews	Trip reviews and their moderation queue
Yatra → Discounts	Promo codes (free) and group-size discounts (Pro)

For the configuration side (cancellation policy, expiry, waitlist toggles), see Settings → Booking. For the form builder that shapes the public checkout, see Settings → Booking Form.

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The Bookings list

Open Yatra → Bookings.

The page has three blocks:

1. Stats cards (top) — four cards showing Total Bookings, Confirmed, Pending, Cancelled counts.
2. Filter bar — search + status pills + sort + column visibility + reset.
3. Bookings table.

Default columns

Column	Notes
Booking #	Monospace booking number, links to the detail page.
Customer	Customer name; email shown as a subtitle.
Trip	Trip title (with trip ID), links to the Trip Builder.
Travelers	Number of travelers.
Booking Date	When the booking was placed.
Travel Date	When the trip starts.
Amount	Total, with "Paid: $X" subtitle when partially paid.
Payment Status	Badge (Paid / Pending / Partial / Refunded).
Booking Status	Badge (Confirmed / Pending / Cancelled / Completed).

Column visibility is per-browser; choices are saved to localStorage under yatra-bookings-visible-columns.

Status filter pills

• All Status
• Confirmed
• Pending
• Cancelled
• Completed

Counts beside each pill come from getBookingStats().

Search

The search box matches booking number, customer name, and trip title.

Sort

Sort by Booking Date (default), Travel Date, Booking Number, Customer, Trip, Amount, or Status — toggle ascending / descending.

Bulk actions

Tick rows, then pick from the dropdown:

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

The available actions adapt to the current status filter — e.g. when you're already viewing "Confirmed" bookings, "Mark as Confirmed" is hidden.

+ Add New Booking

Unlike Trips (which use a modal), the Add New Booking button navigates to a full-page form at:

/wp-admin/admin.php?page=yatra&subpage=bookings&action=create

That form is documented under Edit a booking below.

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Booking detail page

Clicking a booking row opens its detail page at:

/wp-admin/admin.php?page=yatra&subpage=bookings&action=view&id=<N>

Sections from top to bottom:

1. Booking Overview

The hero header with booking number, trip, booking date, travel date, and number of travelers. Immediately below: the Payment Summary breakdown.

Payment Summary

Line-by-line itemisation:

• Trip Base Price (per-traveler × travelers)
• Additional Services (Pro module line items, if any)
• Discount (negative number, emerald-coloured)
• Itinerary Costs (sum of per-day costs, if non-zero)
• Taxable Amount
• Tax (with tax-inclusive badge when applicable)
• Net Amount
• Amount Paid
• Due Now

2. Customer Information

Name, email, phone, country.

3. Travelers Information

Renders per-traveler with the fields you've configured in Settings → Booking Form → Per-traveler form. The first traveler gets a Lead badge. Common fields:

• First / Last name
• Passport number
• Date of birth
• Nationality
• Any custom fields from your Booking Form Builder

4. Emergency Contact

Renders the fields you've configured in Settings → Booking Form → Emergency Contact form. Hidden when no data was collected.

5. Special Requests

The free-text notes field the customer filled in at checkout (booking.notes, exposed as special_requests in the API).

6. Google Calendar Sync PRO

Shown only when all three are true:

• Yatra Pro is active.
• The Google Calendar module is enabled.
• This booking has a google_calendar payload.

Fields displayed:

• Status badge — Synced / Failed / Not synced
• Last synced timestamp
• Calendar ID
• Event ID
• Error message (only when status = Failed)

7. Payment Information (sidebar)

• Payment Status badge
• Payment Method (gateway icon + name)
• Trip Price per Person (with "Tax Incl." badge if your tax setting is inclusive)
• Total Amount (with same tax-inclusive badge when applicable)

8. Discount Applied (conditional)

Visible only when discount_amount > 0. Shows:

• Discount type — Group or Coupon (auto-detected from the code string).
• Code — monospace, on an emerald-coloured chip.
• Savings — the discount value in big emerald text.

9. Consent Status PRO

Shown only when all three are true:

• Yatra Pro is active.
• The Trip Consent module is enabled.
• At least one consent form is required for this booking.

Fields:

• Headline — All Consents Signed or Pending Signatures.
• Signed count / Total required.
• Progress bar.
• Pending requests list (first 3, with a +N more link to the consent tab).
• Manage Consents button.

10. Timeline

A simple two-row block:

Row	Value
Created	Booking creation timestamp.
Last Updated	Most recent change. Hidden when identical to Created.

(There's no full activity feed in this build — just the two timestamps.)

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Booking statuses

Status	Badge colour	When it's used
Pending	Yellow	Customer completed checkout but payment hasn't cleared yet.
Confirmed	Green	Payment succeeded or an admin manually confirmed the booking.
Completed	Blue	Travel date has passed and the trip is delivered.
Cancelled	Red	Cancelled by customer (self-cancel within policy) or admin.

The booking-edit form (BookingForm.tsx) also exposes two extra statuses that the listing doesn't filter by — Refunded and Failed.

Payment statuses

Status	Badge colour	When it's used
Paid	Green	Full balance settled.
Partial	Orange	Some money received (deposit or first installment).
Pending	Yellow	Awaiting payment.
Refunded	Gray	Refund processed via gateway dashboard + marked in Yatra.

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Edit a booking

The + Add New Booking button (and the per-row Edit action) take you to a full-page form with these sections.

Customer Information

Field	Required	Notes
Customer Name	✅	Used as the lead-traveler name when no separate lead is filled in.
Customer Email	✅	Validated against an email regex.
Customer Phone	—	Optional.
Country	—	20+ countries in the dropdown. Drives tax computation if your tax setup is country-based.

Booking Details

Field	Required	Notes
Trip	✅	Searchable dropdown of every published trip.
Booking Date	✅	Defaults to today.
Travel Date	✅	Cannot be in the past.
Number of Travelers	✅	Drives the price recalculation; default 1.
Total Amount	✅	Auto-calculated from trip.price × travelers + tax. Editable.
Notes	—	Free-text; becomes Special Requests on the detail page.

The form shows a live Pricing Breakdown (Subtotal, Itinerary Costs, Tax, Total) above the Total Amount field.

Emergency Contact (conditional)

Rendered only if your Booking Form Builder has the Emergency Contact form enabled with at least one field. Fields are dynamic.

Travelers Information (conditional)

Per-traveler block — Add Traveler / Remove Traveler controls. Fields are pulled from your Per-traveler form configuration.

Sidebar — Status & Payment

Control	Options
Booking Status	pending / confirmed / cancelled / completed / refunded / failed
Payment Status	pending / partial / paid / refunded
Payment Method	Loaded from your enabled gateways.

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Customers

Open Yatra → Customers.

Default columns

Column	Notes
Customer	Name as link, email and phone shown as subtitle.
Location	Country + city with a small map-pin icon.
Bookings	PRO Booking count per customer.
Total Spent	PRO Currency total.
Loyalty	Tier badge — Bronze / Silver / Gold / Platinum with emoji.
Status	Active / Inactive / Blocked badge.
Registered	Account-creation date.

Status filter pills

• All Status
• Active (green)
• Inactive (gray)
• Blocked (red)

Bulk actions

• Mark as Active
• Mark as Inactive
• Mark as Blocked
• Delete permanently

Actions adapt to the current status filter (e.g. "Mark as Active" is hidden when viewing Active customers).

Add New Customer

Full-page form at &action=create — name, email, phone, country, address, status. Useful for back-filling pre-Yatra customers.

Loyalty tiers

Yatra computes a loyalty tier per customer based on lifetime spend / bookings. Tiers and their default thresholds are exposed via the filter yatra_loyalty_tiers — see Hooks & filters.

Tier	Badge
Bronze	🥉 Bronze
Silver	🥈 Silver
Gold	🥇 Gold
Platinum	💎 Platinum

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Guest checkout

Customers don't need a WP account to book. With Settings → Booking → Allow Guest Checkout on, the customer record is created with status = active and no password — they receive a magic-link login email if they later want to log in. With Allow Guest Checkout off, the checkout asks the user to log in / sign up before completing payment.

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Enquiries

Open Yatra → Enquiries. These are pre-sale leads from the public Enquire about this trip form (or the general contact form) — not bookings.

Default columns

Column	Notes
Customer	Name + email/phone subtitles.
Trip	Trip title — or General enquiry (italic) when not trip-specific.
Message	Two-line clamped preview.
Travelers	Count or dash.
Preferred Date	The customer-supplied travel date, if any.
Status	Badge — see below.
Date	When the enquiry was received.

Status filter pills

• All Status
• New (blue)
• Pending (orange)
• Responded (yellow)
• Converted (green) — the enquiry led to a booking.
• Closed (gray)
• Spam (red)
• Trash (gray, strikethrough)

Row actions

Each row's three-dot (⋮) menu handles an enquiry without opening it:

Action	Notes
View / Edit	Open the enquiry.
Respond	See below. Hidden once the enquiry is completed, closed, spam, trashed or archived.
Mark as Completed	Quick status change — the enquiry is fully handled.
Mark as Closed	Quick status change — no further action needed.
Mark as Spam	Quick status change — moves it to the Spam view.
Delete	Requires the delete-enquiries capability.

The three status actions change only the status — the message, notes and response history are untouched — and each is hidden when the enquiry already has that status. They need the same respond to enquiries capability as Edit, and are not offered in the Trash view (there, an enquiry is either restored by editing it or deleted).

Bulk actions

Vary by current status filter:

Current view	Available actions
Default	Mark as Completed, Mark as Closed, Mark as Spam, Move to Trash, Delete permanently
Spam	Move to Trash, Delete permanently
Trash	Delete permanently

Respond to an enquiry

Per-row action Respond opens a modal containing:

• The original enquiry message
• Customer name, email, trip
• A textarea for your response
• Send Response button (sends an email via respondToEnquiry API)

No "Convert to Booking" button

Yatra doesn't currently expose a one-click Convert to Booking action from an Enquiry. To convert manually: open Yatra → Bookings → + Add New Booking and recreate the booking with the enquiry's details, then mark the enquiry Converted.

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Reviews

Open Yatra → Reviews.

Default columns

Column	Notes
Trip	Trip title — links to the Trip Builder when trip_id exists.
Customer	Name, email, Verified badge when the review comes from a confirmed booking.
Rating	5 yellow / gray stars + numeric rating.
Review	Title + 2-line clamped content preview.
Status	Badge.
Date	Review submission date.

Status filter pills

• All Status
• Approved (green)
• Pending (yellow)
• Spam (red)
• Trash (gray)

Rating filter

A second dropdown filter: All Ratings, 5 Stars, 4 Stars, 3 Stars, 2 Stars, 1 Star.

Bulk actions

Current view	Available actions
Default	Mark as Approved, Mark as Pending, Mark as Spam, Move to Trash, Delete permanently
Spam	Move to Trash, Delete permanently
Trash	Delete permanently

Per-review moderation

Each row exposes: Approve, Mark as Pending, Edit, Mark as Spam, Move to Trash, Delete permanently.

Configuration for the entire review system (auto-approve, require-booking-to-review, minimum rating, review-reminder days) lives under Settings → Review.

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Discounts (coupons)

Open Yatra → Discounts.

Discount modes

Mode	Free / Pro	What it does
Promo Code	✅ Free	Customer types a code at checkout to get a discount.
Group Only	PRO	Auto-applies when traveler count ≥ a threshold.
Promo + Group	PRO	A code that also stacks group-size logic on top of the base discount.

Default columns

Column	Notes
Code / Name	Code in monospace + a mode badge (Promo Code, Group Only, or Promo + Group). Copy-to-clipboard button on the right for non-group codes. Description shown as a subtitle.
Discount	Percentage or fixed amount. Group discounts also show their tiered ranges (10 travelers = 5%, 15 travelers = 10%, etc.).
Usage	X / max_uses — or X / ∞ when unlimited.
Expiry Date	Formatted date, or No expiry when blank.
Status	Badge — see below.

Status filter pills

• All Status
• Publish (green)
• Draft (gray)
• Trash (red)
• Expired (orange)

Discount type filter

• All Types
• Percentage
• Fixed Amount

Bulk actions

• Mark as Publish / Draft / Trash / Expired
• Delete permanently

Adapts to the current status filter.

Add a discount

Click + Add Discount → a modal opens with a mode picker (Promo Code / Group Only / Promo + Group). Group and combined modes show a 🔒 lock icon and a Pro-upgrade prompt without a Pro license.

After picking a mode you get the full form:

Field	Required	Notes
Code	✅ (Promo / Both)	Monospace, validated unique. Auto-uppercased.
Name	✅	Internal name; not shown to customers.
Description	—	Subtitle on the listing.
Type	✅	Percentage or fixed amount.
Amount	✅	The discount value (e.g. 15 for 15% off, or 25.00 for $25 off).
Max Discount Amount	—	Caps a percentage discount at an absolute value.
Valid From / Expiry Date	—	Both optional; either or both can be left blank.
Usage Limit	—	Total uses across all customers. 0 = unlimited.
Usage Limit Per Customer	—	Caps per-customer redemptions.
Min Booking Total	—	Discount only applies above this amount.
Applicable To	✅	All trips or Specific trips → picks Trip IDs.
First Time Customer Only	—	Restrict the code to customers with zero previous bookings.

For Group and Promo + Group modes there are extra fields:

Field	Notes
Group Discount Min Size	Smallest traveler count that triggers the group discount.
Group Discount Type	Percentage or fixed (per range).
Group Discount Amount	The value per range.
Group Discount Mode	Total (one rate for the whole booking) or Category-based (different rates per traveler category).
Category Discounts	Per-category tiered ranges when Category-based is picked.

Advanced Discount module

The Group and Promo+Group modes need the Advanced Discount Pro module to be active. See Modules → Advanced Discount.

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Booking flow on the front end

A quick reminder of the order events fire so the admin behaviour above makes sense:

1. Customer picks a trip → clicks Book Now.
2. Customer fills in: lead traveler / contact info, per-traveler fields, optional emergency contact, optional notes — all driven by your Booking Form Builder.
3. (Pro) Customer signs any required Trip Consent forms.
4. Customer picks a payment method — Yatra runs the payment intent via the gateway (PayPal / Stripe / etc.).
5. On success the booking moves from Pending → Confirmed and a confirmation email goes out.
6. (Pro) The booking is pushed to Google Calendar.
7. (Pro) If Scheduled Payments is on, the balance charge is queued.
8. Travel date passes → cron flips the booking to Completed.
9. (Free) After Review Reminder Days (default 7), an email asks for a review.

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Where to go next

• Settings → Booking — cancellation policy, expiry, waitlist configuration.
• Settings → Booking Form — drag-and-drop builder for the checkout form.
• Payments & gateways — gateway setup and the Payments admin.
• Email & notifications — what emails fire on booking events.