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View your schedule and upcoming bookings

TrekkSoft gives you four ways to view and manage your bookings, schedules, and daily guest activity.

    Last Update: October 16, 2026


    Which view should I use?

    I want to… Go to
    Find one customer's booking Bookings > Overview > search
    See all guests on tomorrow's 10:00 tour Schedule View > open the departure > Guest Manifest
    See cancelled bookings Bookings > Overview > Filter > status
    See a month at a glance Calendar View

     1. Your Main Dashboard

    When you log into your Admin Desk, the right-hand section displays your most recent bookings.

    • Click on any individual booking to view its complete details (the basket).
    • Click Show all to expand and view all your bookings.

    2. Bookings Overview

    To view and manage your complete master list of bookings, navigate to Bookings > Overview from the left-hand menu.

    This page displays all bookings, reservations, and cancellations, which can be filtered by booking status:

    • Even Balance: Guest has paid in full.
    • Open Confirmations: Card authorized; payment pending ("Confirm and Charge Later" bookings).
    • Outstanding: Booking created, but payment is still pending from the guest.
    • Overpaid: Typically indicates a canceled booking where a refund has not yet been processed.
    • Unsettled/Incomplete: Guest started a booking but did not finish checkout.

    Tip: Regularly review Open Confirmations, Outstanding, Overpaid, and Unsettled/Incomplete statuses to keep your accounts up to date.

    3. Calendar View

    To view your schedule visually across days, weeks, or months, go to Schedules and Manifests > Calendar View.

    • Layout: Toggle between monthly, weekly, or daily views in the upper-right corner.
    • Capacity Indicators: Activities are color-coded by capacity. Click the icon on the right side of an activity to view exact occupancy numbers.
    • Guest Manifest: Click directly on an activity name to open its Guest Manifest.
    • Filters: Use filters to narrow down displayed activities by date, location, or type.

    4. Schedule View

    To see departures ordered chronologically by time, go to Schedules and Manifests > Schedule View.

    From the Schedule View, you can perform the following actions:

    • Access Guest Manifests: Click Manifest next to any specific activity departure.
    • Export Guest Manifests: Click Export Guest Manifest in the top right corner.
    • Edit Capacity: Click Edit Capacity in the top right corner to modify trip capacities in bulk.
    • Additional Activity Options: Click the down arrow next to the Manifest button to access quick options:
      • Edit Activity: Shortcut to edit core activity details.
      • Edit Schedule: Redirects to schedule rules and availability.
      • Move to a different time or date: Quick-edit options including:
        • New Item: Change the name for that specific date only.
        • Is Active: Enable or disable the departure.
        • Start/End Date & Repeat On: Reschedule across single or repeating days.
        • Create an item like this: Duplicate the departure settings.

    5. Schedule Filters

    Both Schedule View and Calendar View include filter controls to search and isolate specific trips:

    • Activity Title / Activities: Include (+) or exclude (-) specific activities.
    • Departure Point: Filter by departure location.
    • Trips / Attractions / Rental: Filter by product category.
    • Hide Inactive Rules / Items: Hide or display blocked/inactive items and schedules.
    • Booked Trips Only: Filter to show only departures that have confirmed bookings.
    • Date: Jump to a specific date (displays schedules up to 3 months forward from the selected date)