Booking Categories

Booking categories let you label trips and bookings by purpose — FAM trips, business travel, site inspections, personal travel, and more. Each category can carry its own commission rate and be toggled in or out of your production sales reports so your numbers stay clean.

Setting Up Categories

Go to Settings → Commissions → Booking Categories.

Click Add Category and give it a name. Common examples:

• FAM Trip
• Business / Site Inspection
• Personal Travel
• Staff Familiarization

Commission Rate

Each category has its own commission rate setting with three options:

• Standard rate — uses your normal commission rate (no change)
• Override to fixed % — sets a flat percentage regardless of the standard rate. Use 0% for complimentary FAM trips
• Adjust standard rate by ±% — bumps the standard rate up or down by a fixed amount

Include in Reports

Each category has an Include in reports toggle. Turn this off for FAM, business, or personal travel categories so those trips are excluded from your production sales totals on the dashboard and reports.

This lets you track your FAM and business travel investment separately without it inflating or deflating your client sales numbers.

Require a Category on Every Booking

At the top of the Booking Categories settings page there's a Require booking category toggle. When turned on, a category must be selected before a trip can be saved. This ensures nothing slips through untagged.

Assigning a Category to a Trip

When creating or editing a trip, select the Booking Category from the dropdown at the top of the form — it appears before the Trip Type field.

Once assigned, the trip will automatically use that category's commission rate and will be included or excluded from reports based on the category's settings.

FAM Trip Example

1. Go to Settings → Commissions → Booking Categories → Add Category
2. Name it FAM Trip
3. Set commission mode to Override → 0% (since FAM trips are typically free or heavily discounted)
4. Turn off Include in reports
5. Save

Now when you create a FAM trip, select the FAM Trip category and it will track as an expense rather than a production sale — keeping your client sales numbers accurate while still giving you a record of where you've invested in product knowledge.

Related

• Commission Tracking — how commission rates are calculated
• Per-Trip Commission Overrides — override the split on a specific trip
• Reports & Analytics — understanding your production sales dashboard