Lists

Lists are the customisable sets of values behind dropdowns and pickers around Tourbox. Curate these to match your business and your reports will line up the way you expect.

Lists are managed under Reference → Lists, organised into tabs.

Typical lists

• Enquiry sources: web form, email, phone, manual, referral, etc.
• Enquiry rejection reasons: out of budget, dates don't work, lost to competitor, no response, etc.
• Booking cancellation reasons: customer cancelled, supplier failure, force majeure, etc.
• Marketing sources: specific campaigns or partner channels.
• Image size presets: predefined sizes for image variants used across the platform.
• Payment methods: bank transfer, card, cash, cheque, etc.
• Document categories: used to organise files attached to bookings.

Exact lists shown depend on your plan and configuration.

Editing a list

For each list you can:

• Add, rename, archive, and reorder values.
• Set an icon or colour per value (where the list is shown visually).
• Mark a default value for new records.

Impact on reports

Lists feed report groupings. For example, the Enquiry Sources report groups by your enquiry-sources list. Renaming a value renames it consistently in reports. Archiving keeps it visible for historical records but hides it from new pickers.