Guides · 7 min
How to Manage Travel Agency Bookings Without WhatsApp Chaos
A practical way to run travel agency bookings: one file, many passengers, cash or online receipts, and invoices that match the till.
One file, many people
Open the booking as Individual, Family, or Friends. Add passengers on the same reference. The invoice and the remaining due are for the file, not for each passport. Staff performance then follows the number of people, which is how agencies actually work.
Ask how the money arrived
When you enter a received amount, say Cash or Online before you save. If it was cash, name the staff member. If it was online, name the bank. If someone entered it wrong, change Cash to Online on that receipt — you do not delete the booking to fix a till mistake.
Keep WhatsApp for the client, not the books
Every Zeybit booking stores a WhatsApp group link. Send the invoice there. Chat with the client from a number that has a country code. The conversation is the relationship. The desk is the record.
Close the case when the work is done
Active means the file is still live — received is not profit. Completed posts profit or loss from selling price, cost, and refunds. Refunded keeps the history. That is how a month-end report stays honest.
Open a desk: start a 3-day trial on Zeybit.