Which fields do I have to fill in?

Name and Source . Those two are marked with an asterisk and Save stays greyed out until both are set. Everything else can be added later on the source's own page, with one exception: Source Code , which has no field on that page, so set it now or not at all.

Why is the phone number I typed not on the list?

Because the list's Phone column shows the Mobile field, and the Phone field appears only on the source's own page. It is a quirk worth knowing rather than a fault: put the number you want your team to see in Mobile , and use Phone for the switchboard.

Can I change a source from one type to another?

Yes. Open the source, change the Source dropdown on the Source Details tab, and press Save Changes . Bookings it takes afterwards carry the new type's commission; bookings already taken keep what they were worked out with. The change does not show up in the Activity Logs tab, so if two of you look after these records, tell the other one.

What should I put in Country?

The two letter code, such as DE or US . The field is a plain text box and will accept Germany quite happily, but the list's country filter offers a fixed list of countries and matches on their codes, so a source with a spelled out country name is invisible to it.

I added the same partner twice. How do I merge them?

You cannot. Prostay has no merge for booking sources, and deleting the spare does not move its bookings onto the one you kept. Decide which record is the real one, reassign the bookings on the duplicate to it from each reservation, then delete the duplicate from the list. Searching the list before you create anything is a great deal cheaper than that.

Can I edit Walk-in or the other sources I did not create?

No. Those rows have no three dot menu, which is Prostay telling you it owns them. Sources created by a channel connection are the same idea: edit them on the channel side, because the connection is where their name and their bookings come from.

Adding and editing a booking source

A booking source is the record of a partner who sends you business: Booking.com, a corporate account, the agent down the road. Creating one takes two fields. Everything else in the panel is contact detail and paperwork that your team will thank you for later, and none of it changes what a booking is worth.

The one field that does is Source, which points the source at a source type, and the type is what carries the commission. If you have not set your types up yet, do that first in Source types and their commissions, because you cannot save a source without choosing one.

Before you add one

Search the list for the partner's name first. Duplicates are the one mistake here that is genuinely annoying to undo: two records for the same agent split that agent's production between two rows, so neither one tells you what they are worth, and merging them is not something Prostay offers. Reading the list is covered in Reading the booking sources list.

Check as well that the partner is not already arriving through a connected channel. Sources for channels you have connected are created for you, and adding a second record by hand gives you the split you were trying to avoid.

Adding a source

The top of the Add Booking Source panel, subtitled Add a new affiliated agent or channel to your booking sources list. Name and Source both carry a red asterisk, Source is a dropdown reading Select, and under them sit Primary Contact, Email Address, Source Code, Phone and Mobile, Company Tax ID Number, Company Name and an Is Key Account switch that is off. — Name and Source are the only required fields. The rest can wait until you have it.

Press Create New. Top right of the booking sources list. The Add Booking Source panel opens from the right.
Type the Name. Required. This is the name that appears on the list, in the source picker when your team takes a booking, and on every production report, so use the name your colleagues would say out loud rather than a legal entity. The company's formal name has its own field further down.
Pick a Source. Required, and this is the source type. It sets the commission on everything this partner sends you. The list is every type you have defined, whether or not it is switched on.
Fill in the contact details. All optional. Whoever has to chase an invoice in eight months is the person to write these for.
Decide on Is Key Account. Off by default. It is a flag you can filter the list by, nothing more, and you can turn it on later.
Scroll down for the address, then press Save. The panel closes and the source appears in the list.

The Add Booking Source panel scrolled to the bottom, showing a divider then Street Address, Apt, Suite, Floor etc., City and Country, Province / State and Postal / ZIP Code, with Close and a greyed-out Save button at the foot. — The address half, below the divider. Country is a text box here, not a picker.

What each field is for

Sixteen fields, and they are not equally useful. The ones that appear on the list are the ones your team will actually read; the rest are there for when somebody needs the paperwork.

Field	What it is for, and where it shows up
Name, required	The partner's working name. Shows on the list, in the source picker on a reservation, and on production reports. Changing it later changes it everywhere, including on bookings already taken.
Source, required	The source type, and with it the commission. Shows on the list as Source Type and as a badge on the source's own page.
Primary Contact	The person you deal with. Shows on the list as its own column, which makes it the fastest way to answer "who do we call about this one".
Email Address	One address. Shows on the list as a working mail link, and in the contact block on the source's page. Nothing checks that it is a valid address, so read it back before you save.
Source Code	A short code of your own for this partner. Shows on the list. Set it now if you want it, because the source's own page has no field for it afterwards.
Phone	The switchboard or landline. Appears on the source's own page only. The list's Phone column does not show this field.
Mobile	The number that reaches a person. This is what the list's Phone column shows, and what the contact block on the source's page shows. If you only fill in one number, fill in this one.
Company Tax ID Number	The registration number your finance team needs on an invoice. Stored on the source's page, and nowhere on the list.
Company Name	The legal entity, where it differs from the working name. Same place: on the source's page only.
Is Key Account	A switch. Shows as Yes or No in the list's Key Account column and can be filtered on. It gives the source no special treatment.
Street Address, Apt, Suite, Floor etc., City, Province / State, Postal / ZIP Code	The billing address, kept on the source's page. Worth filling in for anyone you invoice, ignorable for a channel you never post anything to.
Country	A text box, and the list's Country column shows exactly what you type. The list's country filter works on two letter codes, so type DE rather than Germany if you want this source to turn up when somebody filters by it.

Editing a source afterwards

Open the list, press the three dot menu at the end of the row, and choose Edit. That opens the source's own page on its Source Details tab, which is the same set of fields as the add panel laid out in two cards. Rows have no menu when the source is one Prostay maintains itself, such as Walk-in, and those cannot be edited at all.

The Source Details tab of the Booking.com source. A Source information card holds Name, Primary Contact, Source, Email Address, Phone, Mobile, Company Name and Company Tax ID Number, all filled in. An Address card below holds Street Address, Apt, Suite, Floor etc., Country, City, Province / State and Postal / ZIP Code. — The same fields as the add panel, in two cards, with the source loaded.

Source information. Name, contact, numbers, company details, and the Source dropdown. Everything here is editable in place, with no asterisks and no validation.
Address. The billing address. The fields are the same as the add panel's, though Country comes before City here and after it there, which is worth a second look before you type into the wrong box.

The rest of the page is the source's history: what it has produced, notes your team has left, documents, and a log of who changed what. That is covered in The source profile and its production.

The top of the Source information card, cropped to the Name field reading Booking.com, the Primary Contact field reading Lars Jansen, and the Source dropdown reading OTA. — Source is the type this source belongs to, and the one field here that decides what its bookings cost you.

Moving a source to a different type changes the commission on the bookings it takes from that point on. It is the right move when a partner renegotiates, and it is a quiet mistake when somebody picks the wrong type on a busy morning, because nothing else on the page looks different afterwards. If a source's production looks wrong on a report, this dropdown is the first thing to check.

What Save Changes does

One Save Changes covers the whole page, the Key Account switch above it included.

There is one Save Changes button, at the foot of the panel on the left, and it saves both cards and the Key Account switch together. You get Successfully updated booking source! when it lands. Prostay also writes a line into the source's Activity Logs tab naming each field you changed, its old value and its new one, stamped with your name and the time.

Leaving the page without saving loses your edits, and nothing warns you. Switching between the tabs on the page is safe, because they are all one page; it is navigating away from the source that discards them.

What you cannot change here

Thing	Where it actually lives
The commission on this source	On its source type. Change the type's percentage, or point the source at a different type.
The source's Source Code	Only settable when the source is created. The page has no field for it, so a code typed in wrong stays wrong.
Which bookings are attributed to this source	On each reservation. The source's History tab lists them but does not reassign them.
Deleting the source	The row menu on the list. There is no delete on the source's own page.
Anything about Walk-in and the other system sources	Nothing. Prostay maintains them, and they have no row menu to open.

Things that catch people out

What you see	Why
Save greyed out on a panel you have filled in	Source is still on Select. It is required, and it is easy to scroll past.
A dash in the list's Phone column on a source with a phone number	The number went into Phone. The column shows Mobile.
A source missing from the list's country filter	Its Country holds a name rather than a two letter code. The filter matches codes.
No Source Code field on the source's page	There is not one. The code is set when the source is created and cannot be edited afterwards.
An obviously wrong email address saving without complaint	The field does not check what you type. Read it back yourself, because mail to a wrong address will not arrive and nothing will tell you.
Your edits gone when you come back to the source	You left the page without pressing Save Changes. Nothing warns you on the way out.
A type change missing from the Activity Logs tab	The log records the text fields and the switch. Moving a source to a different type saves, but does not appear in the log, so note it somewhere if it matters.