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How to manage a trip booked by a Tour Operator in the Trip Designer?

Tracking and managing client bookings efficiently is crucial for ensuring a smooth workflow. KOOB centralizes all bookings, modifications, and trip drafts within the Trip Details, making it easy to monitor trip statuses, hotel reservations, and experience bookings in one place.

โœ… Receive trip bookings directly from your TO in My Clients Trips
โœ… Access booking details, guest information, and full itinerary
โœ… Use the Chat tab to coordinate and clarify logistics
โœ… Upload and download key documents
โœ… Track all actions via the History and Version tabs

๐Ÿš€ Objective: Understand how to efficiently manage a trip once it has been booked by the Tour Operator in KOOBโ€™s Trip Designer

 

Accessing booked trips in the DMC interface ๐Ÿงญ

When a Tour Operator confirms a trip in the Trip Designer, the booking is automatically pushed to your DMC environment and appears under โ€œMy Clients Tripsโ€.

To access the trip:

  • Go to โ€œMy Clients Tripsโ€ in the sidebar

  • Use filters to locate the relevant trip (by TO name, destination, or reference)

  • Click on the โžก๏ธ arrow to open the Trip Details page

๐Ÿ“Œ Example: A TO confirms a Vietnam discovery trip. The DMC sees it appear in โ€œTrips Bookedโ€ with the full summary ready to review.

๐Ÿ’ก Tip: Use filters such as "Trip Status: Booked" or search by reference number to find bookings quickly.

 

Navigating and managing the Trip Details page ๐Ÿงญ

Once you open a trip from โ€œMy Clients Tripsโ€, you land on the Trip Details page โ€” this is your main hub for reviewing, managing, and communicating about the booking.

This page gives you access to:

  • A sidebar showing the total price paid by the TO and key trip information

  • All booked components: hotels, experiences, options, and guest info (inside booking details)

 

๐Ÿ“Š Booking status overview for DMCs

๐Ÿจ Hotel Booking Status ๐Ÿ”Ž Meaning ๐Ÿ› ๏ธ DMC Action
๐Ÿ“ค Sent

Booking request has been sent to the hotel

Wait for hotel confirmation

No action needed

โœ… Confirmed Booking has been approved (automatically or manually by the hotel) No action needed
โŒ Refused Hotel declined the booking Contact the TO to propose alternatives
๐Ÿšซ Canceled Booking canceled by the TO or DMC No action needed
โณ Pending Hotel proposed a modification (e.g. different room), TO needs to validate the suggestion No action needed
๐Ÿ”„ Replaced Booking was edited (e.g. new dates, room type) No action needed

๐Ÿ•๏ธ Experience Booking Status ๐Ÿ”Ž Meaning ๐Ÿ› ๏ธ DMC Action
๐Ÿ“ค Sent Booking request received by the DMC Confirm or Refuse manually
โœ… Confirmed Booking approved (by the DMC or via Free Sales) Ensure service delivery is arranged
โŒ Refused Booking was rejected by the DMC Inform TO and suggest alternatives
๐Ÿšซ Canceled Booking canceled by the TO or DMC No action unless rebooking needed

 

๐Ÿ’ก Tip: Always use the Chat tab to clarify unclear statuses or explain decisions to the TO (e.g. why an experience was refused or why a room needs to be replaced).

 

๐Ÿ’ก You can also add a DMC Internal Reference at the top โ€” this will apply to all components and help with your internal tracking.

 

Viewing and managing each component ๐Ÿงฉ

From the Trip Details page, you can open each individual hotel or experience booking to view its status and take action if needed.

๐Ÿจ Hotel Bookings

Click on any hotel listed to access:

  • Full booking details (dates, room type, pax)

  • Cancellation option, if needed

You cannot confirm hotel bookings manually โ€” these are either confirmed automatically (via Live Inventory or allotment) or require hotel-side approval.

๐Ÿ“Œ Example: A hotel booking marked โ€œPendingโ€ needs validation by the hotel โ€” you can view the details and contact the TO or hotel if somethingโ€™s unclear.

 

๐Ÿ•๏ธ Experience Bookings

Clicking on an experience opens a detailed view where you can:

  • Confirm or Decline experiences that were booked on request

  • Cancel experiences already confirmed manually or booked on free sale

  • View all attached options (main and cascading)

๐Ÿ’ก When in doubt or if client needs are unclear, use the main Trip Chat tab to coordinate globally with the TO.


Coordinating with the TO via Trip Chat ๐Ÿ’ฌ

Communication doesnโ€™t stop after booking. Use the Chat tab to coordinate final logistics or clarify missing details.

  • Click on the ๐Ÿ’ฌ Chat tab in the top bar

  • View the full message history, including all exchanges before and after the booking

 

You can use the chat to:

  • Confirm arrival times, pick-up points, or special logistics

  • Request missing traveler details (e.g. rooming list, passport copies)

  • Share updates about supplier confirmations or service availability

  • Clarify specific instructions or expectations from the TO

๐Ÿ’ก All messages are time-stamped and archived, providing full traceability for both sides.

 

Share and receive documents in one place ๐Ÿ“Ž

Need to send a final program, rooming list, or confirmation letter? The Documents tab inside the Client Folder is the dedicated space for file exchange.

To upload a document:

  • Go to the ๐Ÿ“Ž Documents tab

  • Click Upload document

  • Select your file and give it a clear, recognizable name (e.g. โ€œFinal Itinerary - EN.pdfโ€)

  • The document will instantly appear in the shared folder, visible to both TO and DMC

 

You can also download any file the TO uploads, such as:

  • Traveler passport copies

  • Insurance details

  • Flight information

  • Signed waivers or release forms

๐Ÿ“Œ Uploaded files remain attached to the booking and are accessible at any time, even after the trip is completed.

 

Keep everything centralized in the Client Folder ๐Ÿ—‚๏ธ

All communication โ€” whether through chat or documents โ€” stays in one place: the Client Folder.

From here, you can:

  • View trip details and the confirmed timeline

  • Revisit all exchanged messages

  • Access and manage all uploaded files

  • Maintain a clear record of all operational steps

๐Ÿ’ก Using KOOBโ€™s built-in tools means no need to switch to external platforms โ€” everything stays organized, transparent, and linked to the booking.

 

๐Ÿ› ๏ธ Modifying the confirmed trip on behalf of the Tour Operator

 

 

Takeaways

โœ… Trip bookings confirmed by the TO are automatically sent to My Clients Trips
โœ… All trip details, experiences, and accommodations are accessible via Trip Details
โœ… Use the Chat tab to clarify logistics or request guest information
โœ… Documents can be shared via the Documents tab for smooth coordination
โœ… Track every action through Version and History for full transparency
โœ… Always check the Guest Info tab to prepare operations correctly

 

FAQ

Q: Where do I find a trip after the TO has confirmed it?
๐Ÿงญ Go to โ€œMy Clients Tripsโ€ โ†’ โ€œTrips Bookedโ€ and use filters to locate the trip.

Q: Can I still communicate with the TO after the trip is booked?
๐Ÿ’ฌ Yes โ€” use the Chat tab inside the Trip Details to ask questions or share updates.

Q: What should I do if guest information is missing?
๐Ÿ” Check the Guest Info tab, then contact the TO via chat to request the missing data. 

 

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๐Ÿ“Œ Need help? Visit the KOOB Knowledge Base or contact KOOB Support ๐Ÿš€