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Administration

Booking Sources

Every reservation comes from somewhere: your front desk, a phone call, an online travel agency, or a corporate account. A booking source is a label you attach to reservations to record that origin, so your reports can answer where your business is coming from. Booking sources are managed on the Booking Sources page, found under the Property group in the sidebar.

Who can manage booking sources

Viewing booking sources requires the View Rate Plans & Seasons (rates.view) permission, and adding, editing, or deleting them requires Edit Rate Plans & Seasons (rates.edit). The built-in Manager role includes both.

What a booking source has

A booking source is intentionally simple. It has two properties:

  • Name — A clear, consistent label such as Booking.com, Travel Agent, or Walk-In. Names can be up to 100 characters.
  • Category — One of three groupings used to organize sources in reports:
    • Direct — Bookings that come straight to you (website, phone, walk-in, email).
    • OTA — Online travel agencies and similar third-party channels.
    • Corporate — Company accounts and negotiated corporate business.

That is the complete model. There is no per-source commission field on the booking source itself.

The booking sources table

The page shows all sources for the current property in a table with four columns:

  • Name — The source name. A small lock icon next to the name marks a system source (see below).
  • Category — Shown as a coloured badge: Direct, Corporate, or OTA.
  • Active — A toggle that turns the source on or off.
  • Actions — Edit (pencil) and delete (trash) buttons.

Adding a booking source

  1. Open Booking Sources under the Property group.
  2. Click Add Source.
  3. Enter a Name.
  4. Choose a Category: Direct, Corporate, or OTA.
  5. Click Create.

The new source appears in the table immediately and becomes available for selection on reservations.

Use consistent names

The value of booking sources comes from consistency. Decide on names up front (for example, always "Booking.com" rather than "BDC" or "booking") so your distribution reports stay clean and comparable over time.

Editing a booking source

Click the pencil icon on any source to open the edit dialog, where you can change its Name and Category, then click Update. Renaming a source updates how it is labeled going forward; reservations already tagged with it keep their association.

Activating and deactivating sources

The Active toggle controls whether a source is offered when staff tag reservations. Switch a source off when you stop using a channel but want to keep it for historical reporting. Toggling active or inactive does not change any existing reservation; it only affects whether the source is presented going forward.

System sources

Some sources are created and protected by Veridien (for example channels that arrive through the system). These appear with a lock icon next to their name.

  • A system source cannot be deleted — the delete button is disabled, and attempting to remove one is rejected.
  • You can still toggle a system source active or inactive and edit it like any other source.

This protection keeps essential sources in place so reservations that depend on them are never orphaned.

Deleting a booking source

Click the trash icon to delete a non-system source. Deletion is permitted only for sources you created yourself; system sources are protected as described above. Consider deactivating a source instead of deleting it if you may want its history preserved in reports.

Using booking sources in your reports

Once your reservations are tagged, booking-source data flows into your analytics so you can compare channels by volume and revenue and watch how your mix shifts over time. See Reports for the distribution views, and the Dashboard for at-a-glance channel performance.