--- title: Trip Holding, Locking and Data Archival | Documentation description: Put trips on hold before conversion, understand trip locking and old data archival --- # Trip Holding, Locking and Data Archival Put trips on hold before conversion, understand trip locking and old data archival Beyond the regular [conversion](https://sembark.com/travel-software/docs/query-conversion.md) flow, trips support a few lifecycle states worth knowing. ## Trip Holding When a customer has committed but not paid, put the trip **On Hold** instead of fully converting it. Holding: - Initializes all service bookings (hotels, transport, activities) so reservations can start early — with payments in an on-hold status. - Generates a holding email and [trip voucher](https://sembark.com/travel-software/docs/trip-vouchers.md) with the payment schedule. - Auto-assigns reservation and operations teams, same as conversion. Convert the trip from hold to confirmed when the payment arrives. Instalment listings have a filter to exclude on-hold booking payments. ## Dropping a Converted Trip If a converted trip cancels, drop it — refund instalments are created automatically for the customer and from suppliers, and you can record cancellation charges per service. All service bookings move to the "Trip Dropped" stage with no further updates. Dropped trips remain visible in the Dropped tab. ## Trip Locking Trips **auto-lock 7 days after their end date** — locked trips prevent all detail modifications, protecting completed records for accounting. Admins can: - Manually lock a trip earlier from the Past Trips section. - Unlock a locked trip if a correction is genuinely needed. ## Auto-Cancellation of Stalled Leads Leads in New or In-Progress status whose trip end date passed 2+ days ago are cancelled automatically to keep your pipeline clean. They can be restored manually if needed. ## Old Data Archival Old, rarely-modified data moves to an archival bucket automatically — cancelled trips after one month, converted trips one year after their start date. Archived data stays fully accessible via the fresh/archival toggle in Global Search and Advanced Filters. ## Docs Navigation Current page: [Trip Holding, Locking and Data Archival](https://sembark.com/travel-software/docs/trip-holding-and-locking.md) ### Getting Started * [Getting Started with Sembark](https://sembark.com/travel-software/docs/getting-started.md) * [Login into Sembark](https://sembark.com/travel-software/docs/login.md) * [Reset Password](https://sembark.com/travel-software/docs/reset-password.md) * [Passwordless Login with Passkeys](https://sembark.com/travel-software/docs/passwordless-login.md) * [Two-Factor Authentication](https://sembark.com/travel-software/docs/two-factor-authentication.md) * [Account Security and Password Policies](https://sembark.com/travel-software/docs/account-security.md) * [Dashboard, Notifications and Global Search](https://sembark.com/travel-software/docs/dashboard-and-notifications.md) ### Queries * [Queries](https://sembark.com/travel-software/docs/queries-overview.md) * [Add New Query](https://sembark.com/travel-software/docs/add-a-query.md) * [Query Details](https://sembark.com/travel-software/docs/query-details.md) * [Follow-ups and Tags on queries](https://sembark.com/travel-software/docs/query-followups.md) * [Conversion](https://sembark.com/travel-software/docs/query-conversion.md) * [Query Cancellation](https://sembark.com/travel-software/docs/query-cancellation.md) * [Trip Plan Requests (Integrated Leads)](https://sembark.com/travel-software/docs/trip-plan-requests.md) * [Tasks and Comments](https://sembark.com/travel-software/docs/tasks-and-comments.md) * [Guests and Tourist Management](https://sembark.com/travel-software/docs/guests-and-tourists.md) * [Trip Holding, Locking and Data Archival](https://sembark.com/travel-software/docs/trip-holding-and-locking.md) ### Quotes * [Quotes](https://sembark.com/travel-software/docs/quotes-overview.md) * [Create New Quote](https://sembark.com/travel-software/docs/create-quote.md) * [Share Quote](https://sembark.com/travel-software/docs/share-quote.md) * [Update Quote](https://sembark.com/travel-software/docs/update-quote.md) * [Quote Pricing, Markup and Taxes](https://sembark.com/travel-software/docs/quote-pricing.md) * [Multi-Option (Multi-Category) Quotes](https://sembark.com/travel-software/docs/multi-option-quotes.md) * [Flights in Quotes](https://sembark.com/travel-software/docs/flights.md) * [Quote PDF and Email Template Customization](https://sembark.com/travel-software/docs/quote-templates.md) * [Quote Suggestions and Reusing Quotes](https://sembark.com/travel-software/docs/quote-suggestions.md) ### Hotel Bookings * [Hotel Bookings](https://sembark.com/travel-software/docs/hotel-bookings-overview.md) * [Update Status of a Hotel booking](https://sembark.com/travel-software/docs/hotel-booking-update-status.md) * [Hotel Booking Vouchers](https://sembark.com/travel-software/docs/hotel-booking-vouchers.md) * [Hotel Booking Enquiry Emails and WhatsApp](https://sembark.com/travel-software/docs/hotel-booking-enquiries.md) * [Hotel Changes, Replacements and Drops](https://sembark.com/travel-software/docs/hotel-booking-changes.md) * [Self-Booked Accommodation Details](https://sembark.com/travel-software/docs/self-booked-accommodations.md) * [Hotel Check-Ins and Check-Outs](https://sembark.com/travel-software/docs/hotel-check-ins-and-outs.md) ### Tour Operations * [Cab Schedules](https://sembark.com/travel-software/docs/cab-schedules-overview.md) * [Assign Service Provider for Cab Schedules](https://sembark.com/travel-software/docs/cab-schedule-assign-service-providers.md) * [Operational Bookings and Tour Operations Calendar](https://sembark.com/travel-software/docs/operational-bookings.md) * [Share Transfer and Activity Details](https://sembark.com/travel-software/docs/share-operational-services.md) * [Trip Vouchers](https://sembark.com/travel-software/docs/trip-vouchers.md) * [Activity and Ticket Bookings](https://sembark.com/travel-software/docs/activity-bookings.md) * [Travel Activity Vouchers](https://sembark.com/travel-software/docs/activity-vouchers.md) ### Accounting * [Accounting](https://sembark.com/travel-software/docs/accounting-overview.md) * [Create New Account](https://sembark.com/travel-software/docs/create-accounting-account.md) * [Proforma Invoices](https://sembark.com/travel-software/docs/proforma-invoices.md) * [Incoming Payments and Instalments](https://sembark.com/travel-software/docs/incoming-payments.md) * [Payment Gateway — Automated Collections with Payments by Sembark](https://sembark.com/travel-software/docs/payment-gateway.md) * [Outgoing Payments to Suppliers](https://sembark.com/travel-software/docs/outgoing-payments.md) * [Payment Receipts](https://sembark.com/travel-software/docs/payment-receipts.md) * [Supplier and Customer Payment Preferences](https://sembark.com/travel-software/docs/payment-preferences.md) * [Accounting Ledgers, Downloads and Account Tools](https://sembark.com/travel-software/docs/accounting-ledgers-and-downloads.md) ### Organization Settings * [Contact and Billing Addresses](https://sembark.com/travel-software/docs/contact-and-billing-addresses.md) * [Bank Accounts](https://sembark.com/travel-software/docs/bank-accounts.md) * [Multi-Branding](https://sembark.com/travel-software/docs/multi-branding.md) * [Users, Roles and Teams](https://sembark.com/travel-software/docs/users-and-teams.md) * [Lead Integrations](https://sembark.com/travel-software/docs/integrations.md) * [Terms and Conditions Management](https://sembark.com/travel-software/docs/terms-and-conditions.md) * [Currencies, Exchange Rates and Tax Types](https://sembark.com/travel-software/docs/currencies-and-taxes.md) * [Notify — Automated Customer Communication](https://sembark.com/travel-software/docs/notify-automated-communication.md) ### Master Data * [Trip Destinations](https://sembark.com/travel-software/docs/trip-destinations.md) * [Hotels Master Data](https://sembark.com/travel-software/docs/hotels-master-data.md) * [Transport Services and Cab Types](https://sembark.com/travel-software/docs/transport-services-master-data.md) * [Travel Activities and Tickets](https://sembark.com/travel-software/docs/travel-activities-master-data.md) * [Unified Suppliers Management](https://sembark.com/travel-software/docs/suppliers.md) * [Supplier Rates, Seasons and Contract Uploads](https://sembark.com/travel-software/docs/rates-and-seasons.md) * [Trip Sources (B2B Agents and Channels)](https://sembark.com/travel-software/docs/trip-sources.md) * [Itineraries (Day-Wise Templates)](https://sembark.com/travel-software/docs/itineraries.md) ### Reports * [Sales and Lead Reports](https://sembark.com/travel-software/docs/sales-reports.md) * [Profit, Check-In and Checkout Reports](https://sembark.com/travel-software/docs/profit-and-checkout-reports.md) * [Operational and Hotel Reports](https://sembark.com/travel-software/docs/operational-reports.md) ### Troubleshooting * [Network Error](https://sembark.com/travel-software/docs/network-error.md) * [Software Updates, Sessions and Timezone Issues](https://sembark.com/travel-software/docs/software-updates-and-sessions.md)