Documentation

Work coming in

How do I add a booking that came in by phone?

Press New booking in FleetDesk, dispatch software for tour operators, pick or type the customer, choose the tour and date, set the party size and the price, and set the status to Confirmed if it is already agreed, which is the normal way a phone call or a regular becomes a trip.


Not every job starts as an enquiry. Regulars text you, hotels ring you, and somebody walks up. The booking form takes all of it in one screen.

The form, in the order it asks

  • Who it is for. Search your existing customers, or type a new name and it is created as you save.
  • The trip. Tour, date, pickup time, party size, pickup and drop-off, and the status you want it to start at.
  • Money. The agreed price and the deposit. Both are prefilled from the tour and both can be overridden, because a private group is a negotiation.
  • On the road. A vehicle and a driver, if you already know. Leave them undecided and the trip shows up in the unassigned lane on the board. Once a booking is on a run, the board owns these two fields and the form says so.
  • Notes. The itinerary, one stop per line, and internal notes that only your team ever sees.

Prices are per booking

The tour price is a starting point, not a rule. What you agreed is what the booking stores, and that is the number on the quote, the ticket and the month's revenue.

Checked against the product on 16 September 2026. Published by Max, founder and tour operator.