Bookings
Take service bookings and appointments, manage travel PNR/reservation files, and convert bookings to invoices.
Updated May 22, 2026
Bookings handles service- and reservation-based businesses — appointments, multi-service bookings, and travel PNR/reservation files — converting a booking into an invoice when it’s confirmed.
Service bookings
- Go to XO Operations → Bookings → New booking.
- Choose the service, date/time, and resource/staff.
- Confirm; manage status through to completion.
- Convert to invoice when done (links to Invoicing).
Multi-service & travel
- Add multiple services to one booking (e.g. a package).
- For travel/tourism, manage PNR and reservation files, with automatic hotel-night calculation and linked purchase/supplier costs.
📷 Screenshot: a travel reservation file with nights auto-calculated.
Best practices
- Track status so confirmed vs tentative bookings are clear.
- Convert completed bookings to invoices promptly to keep revenue current.
- Link supplier costs to travel files for true margin.
Troubleshooting
- Double-booked resource. Check availability/calendar settings for the resource.
- Nights miscalculated. Verify check-in/check-out dates on the reservation file.