Experience
All activities will start in a 'planning' status.
On the booking & pricing tab, as you fill out commission and booking details, you'll see a button to 'Mark as Booked'
After clicking 'mark as booked' you'll see a review modal to make sure key details are correct.
The status will then update automatically to 'booked' in the booking details & at the top of your activity.
If you'd like to change the booking date or status, you can do so by selecting 'edit booking' from the same spot
You'll then be able to toggle this activity to 'canceled' (or change the booking date).
Note on commission: Cancelling a booking does not automatically remove it from commission tracking. If commission will still be paid on a cancelled booking (e.g., non-refundable bookings), the expected commission remains. To remove a cancelled booking from commission tracking, go to the Commission section and mark it as "not commissionable
Activities you have already added
We will maintain the status of your old activities, with the exception of 'completed'.
FAQs
FAQs
Why can't I delete a cancelled activity?
Activities with payment records - including those created automatically by supplier integrations like Project Expedition - cannot be deleted. This protects your financial data. You do not need to remove these records yourself. Instead, cancel the booking using Edit booking. The cancelled activity will remain in your records for accounting purposes.
Can I hide a cancelled activity from my client's itinerary?
Yes. When you cancel a booking, the activity is automatically hidden from the traveler-facing itinerary - your clients will no longer see it. You can also manually hide or unhide any activity from the planning view using the three-dot menu on the activity card. Hidden activities remain visible to advisors for record-keeping, payments, and commission tracking.
I'm getting a "transactions present" error when trying to delete an activity. What should I do?
Activities with payment records cannot be deleted - this is by design to protect your financial data. Do not delete the payment records to force-remove the activity. Instead, cancel the booking by going to the activity's Booking & Pricing tab and clicking Edit Booking → change the status to Canceled. The cancelled activity will remain in your records for accounting purposes and will be automatically hidden from your client's itinerary.
How do I change the dates on a booked activity?
Open the activity, go to the Booking & Pricing tab, and click Edit Booking. Update the booking date field and save. This changes the booking record date. To change when the activity appears in the day-by-day itinerary view, edit the activity's start and end dates on the activity detail page instead. These are separate fields — the booking date tracks when the supplier confirmed the booking, while the itinerary dates control the traveler-facing schedule.