Enquiry to Booking Flow

Tourbox manages the complete journey from an initial customer enquiry through to an authorised booking. This guide explains every status, what triggers each transition, and what happens at each stage.

The Full Journey

Enquiry Statuses

An enquiry represents an incoming lead — someone interested in a trip. Enquiries are lightweight records with customer contact details and the source of the enquiry.

New New

The starting status for every enquiry. The customer has reached out (via web form, email, phone, or manual entry) but no action has been taken yet.

What you can do:

• Review the enquiry details and customer information
• Qualify it (mark as worth pursuing)
• Reject it (not a viable lead)
• Start a quote directly (skips qualification)

Qualified Qualified

The enquiry has been reviewed and marked as a genuine, viable lead. This is an optional step — you can skip straight to starting a quote if you prefer.

What you can do:

• Start a quote (creates a booking)
• Reject it (if circumstances change)

Quote Started Quote Started

A booking has been created from this enquiry. The enquiry is now linked to its booking and no further changes can be made to the enquiry itself. All work continues on the booking.

This is the handoff point between the enquiry and booking stages.

Rejected Rejected

The enquiry has been rejected — it's not a viable lead. A reason and optional notes are recorded, along with who rejected it.

This is a terminal state. Rejected enquiries cannot be reopened.

Booking Statuses

A booking represents an active trip being planned, quoted, and managed. Bookings can be created directly or from an enquiry.

Quoting Quoting

The initial status of every booking. You're building the itinerary, adding suppliers, and preparing the quote for the customer.

What you can do:

• Build itineraries and add days/items
• Add passengers
• Set travel dates
• Manage supplier costs
• Send the quote to the customer

Quote Sent Quote Sent

The quote has been sent to the customer. You're waiting for their response and potential first payment.

What you can do:

• Make changes to the itinerary if the customer requests modifications
• Record the first payment when received

Confirmed Confirmed

The first payment has been received — the booking is now confirmed. The customer has committed to the trip.

What you can do:

• Continue managing the itinerary
• Track further payments
• Share the trip with the customer via the consumer portal
• Authorise the booking when everything is finalised

Authorised Authorised

The booking has been fully authorised — everything is finalised and approved. This is the final active status.

Cancelled Cancelled

The booking has been cancelled. A reason and optional notes are recorded, along with who cancelled it.

This is a terminal state. Cancelled bookings cannot be reopened. A booking can be cancelled from any active status (Quoting, Quote Sent, Confirmed, or Authorised).

Direct Bookings

Not all bookings come from enquiries. You can create a booking directly, skipping the enquiry stage entirely. Direct bookings start in the Quoting status and follow the same progression from there.

Key Points

• Enquiry → Booking is a one-way transition. Once a quote is started, work moves to the booking.
• Each enquiry creates exactly one booking. There is no many-to-many relationship.
• Terminal states are permanent. Rejected enquiries and cancelled bookings cannot be undone.
• Status is based on timestamps, not a stored status field. Each transition records when it happened and who did it.