📒 NOTE

Dashboard tables were updated in October 2026, and some column names have changed. To find the replacement for a column you used before, see the column mapping document.

🔓 Optional Role Permissions (all tables): Views, See Bulk Action, Data Export, Reports

The Bookings tab in the Ventrata Dashboard holds your orders, bookings and tickets, as well as extras, item and gift purchases, tasks, customer and membership records, resource allocations and waitlists.

📗 TIP

Orders, Bookings and Tickets show the same sales at different levels. Choose the table that matches the level you need — for example, use Tickets to count individual visitors, or Orders to see what each customer paid in one transaction.

Table Toolbar

Each table has the following buttons above it.

Bookings

Button	Description
Search	Enter a search term, then tick the 'Apply filters' checkbox to apply the search.
Clear filters	Remove all filters applied to the table.
Columns	Add, remove, rearrange and filter columns. For more information, see Working with Table Columns.
Export	Export the current view as a CSV, Excel or JSON file.
Report	Create reports from the table data. For more information, see Working with Reports.
Views	Save the columns and filters you use regularly. For more information, see Working with Views.
+ New	Create a new record, for example + New Booking, + New Order or + New Customer. Not available in the Tickets, Extra Upgrades, Adjustments and Resource Allocations tables.
Labels	Bookings, Item Purchases and Gifts only; see the table sections below.
Restore	Customers only; restore archived customers.
Bulk Actions	(Button appears after selection) Select one or more rows to apply bulk changes. The bulk actions available depend on the table.
Clear Selection	(Button appears after selection) De-select rows.

Bookings

Manage individual reservations – check status, payment and travel dates, reschedule, cancel or redeem bookings, and contact guests.

🔐 Required Role Permissions: Bookings

What it shows

All reservations. A booking belongs to an order and can contain multiple tickets.

Labels

Create, edit or delete labels to extend the list of statuses – for example, an On-hold label for the relevant bookings.

Booking Status

View the state all or part of the tickets are in.

Status	Description
Pending	The order is being processed and must be completed within the timeout period; once it runs out, the order expires and a new one must be placed. Set the timeout in Supplier Settings > Edit Supplier > Order Timeout (mins).
Expired	The order took too long to process; a new booking is required.
Balance Due	The booking wasn't paid in full.
Confirmed	The booking was purchased but not yet redeemed.
Cancelled	The booking was cancelled.
Part Redeemed	Only some includes of a package, or only some tickets in the booking, were redeemed.
Redeemed	The tickets in the booking were used; orders made at a point of sale are redeemed automatically, as they're sold as entries.
Upgraded	The booking was upgraded, rebooked or auto-rescheduled (reseller bookings), and a new booking was created.
Duplicate	The reseller reference was received twice, for example when a Direct API booking is reconciled after being scanned offline; the system marks one as a duplicate so it isn't counted twice, and the bookings can be merged.
No-show	The booking was marked as no-show because the customer didn't show up.
Pending Confirmation	The product requires operator confirmation (Operator Confirmation Required on the product detail page); the booking stays in this status until the operator confirms it.
Rejected	The operator rejected the booking; cancel and refund it.
Quote	A quote sent to a guest with a balance due; it doesn't take up availability until the guest selects a date and pays the balance. Quotes can be created from the Backoffice, Concierge or Web Checkout channels.
Fraud	The order was flagged because of a fraudulent transaction.
Disputed	The cardholder disputed the card charge.
Part Checked In	Two-stage redemption: only some tickets in the booking were checked in.
Checked In	Two-stage redemption: all tickets in the booking were checked in.

Booking Channel

See where the booking was made.

Channel	Description
Terminals	orders coming from a physical device, e.g. Sunmi, PAX, iPhone operated by a seller or reseller agent
Web Checkout	orders carried out on a website and widgets
Backoffice	orders carried out through the box office (such as concierge, but using a seller’s PIN), and orders made with the + New Order button in the Ventrata Dashboard using admin access
Direct API	orders coming through an API connection with an OTA
Concierge	orders carried out through a sales portal by a concierge or tour operator.
Sales Kiosk	orders carried out by the customer using a self-service booth with a screen
+ other custom channels

Booking Type

Find out the type of product that was purchased.

Booking Type	Description
Standalone (Individual)	a single product was purchased
Package	multiple products combined
Option	include in a package. If you include options in the bookings table, a package booking will have more than one line - the package name with

Bulk Actions

Select one or more bookings, then choose a bulk action to apply it to your selection.

Bulk Action	Description
Tag All / Untag All	Add or remove booking tags (not product, customer or seller tags).
Toggle No-show	Mark bookings as no-show, or revert them to their previous status.
Bulk Reschedule	Reschedule multiple bookings at once, typically across adjacent or closely timed slots.
	📒 NOTE For package products, we recommend checking with your Customer Support Representative if you are unsure whether the tour dates and times of the package product and its included products are properly aligned.
Resend Confirmation	Resend the order confirmation.
	📒 NOTE Please use this action responsibly. Excessive use may result in stricter limits being introduced in the future.
Cancel All	Cancel multiple bookings with the same cancellation reason.
Change Product	Change the booked product.
Change Reseller	Change the reseller who made the booking.
Reset Channel	If the channel a booking came through changed, bookings made before the change show the old value; use this to correct the discrepancy.
Reset Allocation	Reapply existing bookings to new or updated allocations.
Reset Backend Booking	Reset the backend booking state of bookings connected to an operator backend, for example when errors from the backend block changes to the order.
Retry Backend Confirmation	Send the booking to the operator backend again to confirm it; this works only if the booked date and time are available.
Re-calculate Rates	Rates are set when the booking is made; recalculate them after changing a rate, for example a product or season.
Contact Guests	Send a bulk message to customers in the selected bookings (limited to 1,000 bookings at a time).
Allocate Resources	Allocate resources to bookings that don't have one yet.
Change Label	Add or change labels on bookings.
Change Cancellation Reason	Set the same cancellation reason on multiple cancelled bookings.
Backend Sync	Refresh the selected bookings with their current details from the operator backend; this works only with backends that support syncing. Use it on a small number of bookings at a time, as it can put a heavy load on the system.
Make Test	Flag bookings as test and exclude them from accounting.
Redeem All	Redeem multiple bookings at once.
Send Campaign	Send a Mailjet, Postmark, Twilio or Klaviyo campaign to multiple bookings.
Trigger Webhook	Manually trigger a webhook for the selected bookings.
Toggle Auto Rebalance	Ignore any balance on bookings being rescheduled, for example to allow free rescheduling due to bad weather.
Change Promotion	Add or change the promotion; check the balance after applying it.
Reset Inclusions	Re-arrange includes in a package product.
Toggle Skip Feedback Email	Enable or disable the feedback email.
Email Receipt	Send the email receipt; if there's a balance due, the email includes a Pay Balance Now button.
Remove from Invoice	Remove the selected bookings from an invoice.
Apply Fixed Fare	Apply the existing fixed fare setting.
Operator Invoice	Generate operator invoices for bookings where one wasn't created automatically.
Print Vouchers	Print the vouchers for the selected bookings as PDFs, grouped by order or customer, using a template whitelisted on the product.
Print Receipts	Print the receipts for the selected bookings on a receipt printer connected to your computer, grouped by order or customer.
Download Voucher Files	Download the reseller voucher images attached to the selected bookings.
Download Waiver Files	Download the waiver PDFs for the selected bookings.

Related Articles

Adjustments

Review and remove price adjustments.

🔐 Required Role Permissions: Adjustments

What it shows

Each row shows the amount (a value or a percentage), whether it applies per booking, per ticket or as a percentage, and the reason entered in the notes.

Adjustment Status

Same as Bookings.

Bulk Actions

Select one or more adjustments, then choose a bulk action to apply it to your selection.

Bulk Action	Description
Delete All	Delete all selected adjustments; bookings show the price before adjustment.

Related Articles

How to Use Adjustments

Customers

Find customers and see their order count and total sales.

🔐 Required Role Permissions: Customers

What it shows

Your customers' contact information, gathered from bookings made by or for the customer, or added manually using the + New Customer button. Each row also shows the number of orders made under the customer’s name and the total value of their sales.

Bulk Actions

Select one or more customer records, then choose a bulk action to apply it to your selection.

Bulk Action	Description
Tag All / Untag All	Add or remove customer tags (not product, booking or seller tags).
Archive	Remove the selected customers from the table; press the Restore button above the table to restore them.

Extra Upgrades

Track extras sold with bookings.

🔐 Required Role Permissions: Upgrades

What it shows

Each row shows the extra, the product and ticket it was sold with. Extras, such as souvenirs, have their own price and are always sold with a booking.

Extra Upgrade Status

View the state of extras.

Status	Description
Pending	The order is being processed and must be completed within the timeout period; once it runs out, the order expires. Set the timeout in Supplier Settings > Edit Supplier > Order Timeout (mins).
Expired	The order took too long to process; a new order is required.
Balance Due	The booking the extra belongs to wasn't paid in full.
Confirmed	The booking the extra belongs to was purchased but not yet redeemed.
Cancelled	The booking the extra belongs to was cancelled.
Redeemed	The booking the extra belongs to was redeemed.
Upgraded	The booking the extra belongs to was upgraded, rebooked or auto-rescheduled (reseller bookings), and a new booking was created.
No-show	The booking the extra belongs to was marked as no-show.
Quote	A quote sent to a guest with a balance due. Quotes can be created from the Backoffice, Concierge or Web Checkout channels.
Fraud	The order was flagged because of a fraudulent transaction.
Disputed	The cardholder disputed the card charge.

Bulk Actions

Select one or more extras, then choose a bulk action to apply it to your selection.

Bulk Action	Description
Cancel All	Cancel multiple extras with the same cancellation reason.
Re-calculate Rates	Rates are set when the booking is made; recalculate them after changing a rate, for example a product or season.

Related Articles:

Gifts

Track gift card sales, redemptions and expiry.

🔐 Required Role Permissions: Gifts

What it shows

Each row shows who bought the gift card and for whom, its value and remaining credit, and its expiry date. If no expiry date is set, a gift card is valid for one year.

Gift Card Status

View the state of gift cards.

Status	Description
Pending	The gift card purchase wasn't completed.
Expired	The gift card's validity period has passed.
Balance Due	The gift card wasn't paid in full.
Confirmed	The gift card was purchased but not yet redeemed
Cancelled	The gift card was cancelled.
Redeemed	The entire value of the gift card was used.
Part Redeemed	Only part of the gift card's value was used.
Upgraded	The booking the gift card belonged to was upgraded, and a new gift card was created.
Quote	A quote sent to a guest with a balance due. Quotes can be created from the Backoffice, Concierge or Web Checkout channels.
Fraud	The purchase was flagged because of a fraudulent transaction.
Disputed	The cardholder disputed the card charge.

Labels

Create, edit or delete labels to extend the list of statuses.

Bulk Actions

Select one or more gift cards, then choose a bulk action to apply it to your selection.

Bulk Action	Description
Change Expiry	Change the expiry date of the selected gift cards.
Tag / Untag	Add or remove tags on the selected gift cards.
Bulk Cancel All	Cancel the selected gift cards; this can't be reverted.
Delete All	Delete the selected gift cards; this can't be reverted.

Related Articles

Households

Report on and manage memberships by household.

🔐 Required Role Permissions: Households

What it shows

One row per household. Households link all memberships and booking and redemption activity from one household. A household is created automatically when a membership is purchased with a last name or company name. Open a household to see its members and memberships, lifetime value, total visits, and to merge households.

Bulk Actions

Select one or more households, then choose a bulk action to apply it to your selection.

Bulk Action	Description
Delete All	Delete multiple households.

Related Articles

Item Purchases

Track retail sales.

🔐 Required Role Permissions: Purchases

What it shows

Each row shows the retail item sold and its quantity. Unlike bookings, items have no travel date, expiry or capacity.

Item Purchase Status

View the state of item purchases.

Status	Description
Pending	The purchase is being processed and must be completed within the timeout period; once it runs out, the purchase expires. Set the timeout in Supplier Settings > Edit Supplier > Order Timeout (mins).
Expired	The purchase took too long to process; a new purchase is required.
Balance Due	The item was purchased but not paid in full.
Confirmed	The item was purchased and paid for.
Cancelled	The item was cancelled, for example, because it was returned.
Upgraded	The booking the item belonged to was upgraded, and a new item purchase was created.
Quote	A quote sent to a guest with a balance due. Quotes can be created from the Backoffice, Concierge or Web Checkout channels.
Fraud	The purchase was flagged because of a fraudulent transaction.
Disputed	The cardholder disputed the card charge.

Labels

Create, edit or delete labels to extend the list of statuses.

Bulk Actions

Select one or more item purchases, then choose a bulk action to apply it to your selection.

Bulk Action	Description
Tag All / Untag All	Add or remove purchase tags (not product, customer or seller tags).
Cancel All	Cancel multiple items with the same cancellation reason.
Re-calculate Rates	Recalculate the price after an item's price or currency changed.

Related Articles

How to Make a New Retail Purchase

Orders

See what each customer paid in one transaction and fix order balances.

🔐 Required Role Permissions: Orders

What it shows

Orders are the top level of the booking hierarchy: an order can contain several bookings, and each booking can contain several tickets.

Bulk Actions

Select one or more orders, then choose a bulk action to apply it to your selection.

Bulk Action	Description
Cancel All	Cancel multiple orders with the same cancellation reason.
Rebalance	Balance orders where the order balance isn't 0.
Clear Customers	Delete all customer information from the selected orders.

Profiles

Find members and open their profile, memberships, bookings and scans.

🔐 Required Role Permissions: Profiles

What it shows

One row per member. Open a profile to see the member’s contact details, memberships, lifetime value, total visits and last visit, and to merge duplicate profiles within a household.

Bulk Actions

Select one or more profiles, then choose a bulk action to apply it to your selection.

Bulk Action	Description
Delete All	Delete multiple profiles.

Related Articles

Resource Allocations

Check which resources are assigned to which bookings.

🔐 Required Role Permissions: Resource Allocations

What it shows

Each row shows the resource, such as a guide or vehicle, and its resource group assigned to your bookings.

Resource Allocations Status

Same as Bookings.

Related Article

Tasks

Track and resolve customer requests. Creating or updating tasks doesn't trigger email notifications, so check this table regularly.

🔐 Required Role Permissions: Tasks, Resolve Tasks

What it shows

Tasks created for a booking (Add Task on the booking detail) or as standalone tasks (+ New Task). Each task has a due date and an action for example update, cancellation or refund requests and customer questions. Tasks linked to a booking also appear on the booking detail.

Bulk Actions

Select one or more tasks, then choose a bulk action to apply it to your selection.

Bulk Action	Description
Delete All	Delete multiple tasks.

Related Articles

How to Create and Use Tasks

Tickets

Count individual visitors and work with single tickets, for example redeeming or tagging them.

🔐 Required Role Permissions: Tickets

What it shows

ickets are the bottom level of the booking hierarchy… Each row shows the ticket’s unit, such as Adult or Child, and its price.

Booking Channel

See where the booking was made.

Channel	Description
Terminals	orders coming from a physical device, e.g. Sunmi, PAX, iPhone operated by a seller or reseller agent
Web Checkout	orders carried out on a website and widgets
Backoffice	orders carried out through the box office (such as concierge, but using a seller’s PIN), and orders made with the + New Order button in the Ventrata Dashboard using admin access
Direct API	orders coming through an API connection with an OTA
Concierge	orders carried out through a sales portal by a concierge or tour operator.
Sales Kiosk	orders carried out by the customer using a self-service booth with a screen
+ other custom channels

Booking Type

Find out the type of product that was purchased.

Booking Type	Description
Standalone (Individual)	a single product was purchased
Package	multiple products combined
Option	include in a package. If you include options in the bookings table, a package booking will have more than one line - the package name with

Bulk Actions

Select one or more tickets, then choose a bulk action to apply it to your selection.

Bulk Action	Description
Change Label	Add or change labels; create labels on the Bookings table.
Redeem All	Redeem multiple tickets at once.

Related Articles

How to Create Tickets

Waitlists

Track customer interest for the most in-demand tours.

🔐 Required Role Permissions: Waitlists

What it shows

Customers who signed up to be notified when a sold-out date becomes available.

Bulk Actions

Select one or more customers on a waitlist, then choose a bulk action to apply it to your selection.

Bulk Action	Description
Delete All	Delete the selected waitlists.

Related Articles

How to Use Waitlists

How to Use the Bookings Tab

Table Toolbar

Bookings

Adjustments

Customers

Extra Upgrades

Gifts

Households

Item Purchases

Orders

Profiles

Resource Allocations

Tasks

Tickets

Waitlists