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Booking Widget

Hetal Shah
  • Updated
The Bookings widget on the Dashboard offers a clear overview of the next four bookings, organised by departure dates for easy reference. Each booking displays its current status, including Pending, Cancelled, Approved, and more. This feature helps users efficiently manage bookings by quickly checking reservation statuses.
The widget also provides quick access to Draft bookings and bookings that have been Shared with you.
The bookings displayed in the widget are based on your User Roles and company policy.

Booking Options Based on Roles

Roles Tabs Displayed Logic for Bookings Displayed in My Bookings Logic for Bookings Displayed in Manage Bookings
Traveller Only
  • My Bookings
 Travellers own bookings NA. Tabs will not be displayed as the profile DOES NOT have a travel arranger role.
Traveller +  Travel Arranger
  • My Bookings
  • Manage Bookings (default)
 Travellers own bookings
  • Bookings the traveller/travel arranger has made.
  • If they have not made any bookings; then bookings, they have access to.
  • If neither return bookings, then No bookings text will be displayed.
Traveller + Travel Authoriser
  • My Bookings
  • Manage Bookings (default)
 Travellers own bookings
  • Bookings where they are the selected authoriser.
  • If there are no bookings where they are the selected Authoriser, then bookings they can authorise are displayed.
Traveller + Travel Arranger + Travel Authoriser
  • My Bookings
  • Manage Bookings (default)
 Travellers own bookings
  • Bookings the traveller/travel arranger has made.
  • If they have not made any bookings; then bookings where they are the selected authoriser are displayed.
  • If neither of the above two returns any bookings; then bookings they have access to or can authorise are displayed.
  • If none of the above return bookings, then No bookings text will be displayed.

 

Traveller/Travel Arranger Options

UPCOMING

By default, the My Bookings widget will display your next 4 bookings about to depart in order of departure date. i.e. Upcoming Bookings, along with their status

If the required booking is not displayed on the widget, select VIEW ALL to go to the Bookings List.

select_view_all.png

To retrieve a booking, click on the Booking Reference (also referred to as PNR) and the booking details will be displayed.

select_pnr.png

 

DRAFT

The Draft tab will display all Draft bookings (maximum of 4) you have created in order of expiry.

ta_draft.png

Depending on your company's travel policy, if a travel arranger has created a Draft booking on your behalf, this will also be displayed within the DRAFT tab.

If the required Draft booking is not displayed on the widget, select VIEW ALL to go to the Bookings List.

Upon selecting RESUME, you will be redirected to the Confirm page to complete and submit the booking.

Click the Delete icon delete_passport_icon.png next to a draft booking you want to delete. There will be no audit history of the Draft booking ever existing.

 

SHARED

The Shared tab will display bookings that have been shared with you.

shared_booking.png

Click the Clone link next to a shared booking you want to clone using Serko Online.

If the required booking is not displayed on the widget, select VIEW ALL to go to the Bookings List.

Click the Delete icon delete_passport_icon.png next to a shared booking you want to remove from the list.

 

MANAGE BOOKINGS

By default, the Bookings widget will display the next 4 bookings you have made for travellers, along with their status

If the required booking is not displayed on the widget, select VIEW ALL to go to the Bookings List.

To retrieve a booking, click on the Booking Reference (also referred to as PNR), and the booking details will be displayed.

ta_select_pnr.png

Tip

If you hover your mouse over the profile name, the traveller name is displayed.

profile_view.png

 

MY BOOKINGS

The My Bookings tab will display all bookings (maximum of 4) you have created for yourself in order of expiry, along with their status

ta_mybook.png

If the required booking is not displayed on the widget, select VIEW ALL to go to the Bookings List.

To retrieve a booking, click on the Booking Reference (also referred to as PNR), and the booking details will be displayed.

 

DRAFT 

The Draft tab will display all Draft bookings (maximum of 4) you have created in order of expiry.

ta_draft.png

Depending on your company travel policy, if you have not created a Draft booking but have access to other Draft bookings, these will be displayed.

If the required Draft booking is not displayed on the widget, select VIEW ALL to go to the Bookings List.

Upon selecting RESUME, you will be redirected to the Confirm page to complete and submit the booking.

Click the Delete icon delete_passport_icon.png next to a draft booking you want to delete. There will be no audit history of the Draft booking ever existing.

 

SHARED 

The Shared tab will display bookings that have been shared with you.

shared_booking.png

Click the Clone link next to a shared booking you want to clone using Serko Online.

If the required booking is not displayed on the widget, select VIEW ALL to go to the Bookings List.

Click the Delete icon delete_passport_icon.png next to a shared booking you want to remove from the list.

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