Creating Bookings

Master the art of booking creation in Imara.

Booking Types

Imara supports multiple booking types:

• ✈️ Flights - Air tickets and reservations
• 🏨 Hotels & Accommodations - All lodging types
• 🚗 Car Rentals & Transfers - Ground transportation
• 🎫 Tours & Activities - Experiences and excursions
• 📦 Packages - Multi-component bookings

Creating a Booking

Method 1: Quick Book

The fastest way to create a booking:

1. Click + New Booking in the top navigation
2. Select the booking type
3. Fill in the required details
4. Click Confirm and Save

Method 2: From Client Profile

When you're already viewing a client:

1. Open the client's profile
2. Click the Create Booking button
3. Client information auto-populates
4. Add travel details and confirm

Method 3: From Supplier Inventory

Start from your product catalog:

1. Go to Suppliers → Inventory
2. Search for the product or rate
3. Click Book Now
4. Select the client and dates

Booking Details

Required Information

| Field | Description | |-------|-------------| | Client | Who is traveling | | Travel Dates | Departure and return dates | | Travelers | Number of passengers/guests | | Product | What's being booked | | Pricing | Costs and selling price |

Optional Information

• Special requests (dietary, accessibility, etc.)
• Meal preferences
• Seat assignments
• Loyalty program numbers
• Internal notes (not visible to client)

Pricing & Margins

Calculate your pricing accurately:

Pricing Components

| Component | Description | |-----------|-------------| | Net Cost | What you pay the supplier | | Markup | Your commission/margin | | Selling Price | What the client pays | | Taxes/Fees | Additional charges | | Total | Final client price |

Markup Types

1. Percentage Markup - Add X% to the net cost
2. Fixed Amount - Add a specific dollar amount
3. Tiered Pricing - Different markups for different price ranges

Payment Terms

Set clear payment expectations:

• Deposit - Amount due at booking
• Balance Due Date - When full payment is required
• Payment Methods - Accepted payment types
• Cancellation Terms - Your refund policy

Booking Confirmation

After creating a booking:

1. Review Summary - Verify all details
2. Send Confirmation - Email to client
3. Create Tasks - Set up follow-up reminders
4. Add to Calendar - Block travel dates