Help centre / Payments

Follow a proposal through to a booking

Prepare options, record typed-name approval and check the booking without confusing approval with supplier confirmation.

Prepare the choice

Build the proposal with the options and extras the client should compare. Check dates, prices, whole-booking deposit amounts and payment wording. The agency remains responsible for checking supplier availability and terms.

Share deliberately

Use the proposal's private sharing link. Send it only to the intended recipient through your usual channel. A private link is not a public brochure to index or publish.

What client approval means

The client selects an option and approves with a typed name. The system records that decision and creates the booking line items, manual deposit schedule and draft itinerary. It does not charge a card, reserve supplier inventory or certify availability.

Check the new working record

1. Review the accepted option and booking amounts.
2. Check the deposit and balance dates.
3. Review the draft itinerary before publication.
4. Contact suppliers outside TripClerk and record the follow-through.
5. Share appropriate client information through the private portal.

Keep the four facts separate

Client approval, checked supplier confirmation, actual payment receipt and itinerary publication are separate actions. Completing one does not complete the others. The trip checklist links the relevant booking, builder, invoice and commission work. Changing an agency default does not rewrite an existing approved price or saved payment schedule. Review a booking in its own context rather than assuming a new setting has changed it.

Still stuck? Email hello@ahmadzunair.online.