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Reservations are made through our booking form. It can be accessed via the Toolbar icon and the Reservations menu.
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How do I search for a reservation
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Bookings can be search via the search tool which can be accessed via the Toolbar icon and the Reservations menu
How to record the source of the reservation?
- A field on the booking form allows source to be selected from a pre-defined list
- How to select source
- How to set up Source Look ups
- Source booking form and Resweb+
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How to record the agent on the reservation?
- The booking form allows fast lookup to assign agent to booking
- F2 look up lookup and type ahead search
- How to add agents to database
How to record the agent sales person against the reservation?
- Look up field, as well as a free type field.
- How to add sales/res staff to organisation
- How to search for passengers in Agent Ref field
How to record agent voucher number related to the reservation?
- The booking form has a free text type field to enter the agents reference/voucher number
- How to search using agent reference/voucher number
How to record travel date on booking?
- Type in or select date from calendar
How to record Passenger details?
- Booking can record First Name, Last Name (Compulsory) email and phone number
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- Searching for past customers
How to add products to the booking?
- Bookings can holding multiple products (tickets) as well has extras (Optional Extras) for each products
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- How to amend the booking form grids
How to modify reservations?
- Bookings can be easily modified. Reservation details including but not limited to travel date, agent and pax numbers.
- Any details that have been amended are recorded in an audit trail
How to apply a discount or promo to a reservation?
- Bookings can be discounted two ways
- Option 1 – Create a discount option in Lookups. This allows a name or promo code (for internal use only, no option for web promo codes) date range in percentage only
- Option 2 – Other Sell/Other Levy in ticket line
How to add Reservation upgrades?
- Bookings can have upgrades added as Optional Extras
- How to add optional extras to tours
How to add notes to Reservations?
- The booking form allows booking notes in several areas
- Diary notes - These notes can pop up on bookings upon opening, set as tasks (Actions) by staff to be completed by a date, set as a reminder for staff to follow up information eg payment
- General Comment – Can be set against the total booking (adhoc level) Ticket level, component level and optional extras. These notes are generally used for internal notes and to be shown on internal reporting such as manifests
- Voucher Comment - Can be set against the total booking (adhoc level) Ticket level, component level and optional extras. These notes are generally used for external customer reports – such as voucher
How to add pricing to reservation?
- Pricing is configured through the tour set up process, which then automatically generates the price in the reservation
- How to add basis and subbasis leading to adding price matrices
How to override reservation prices?
- Reservation sell price can be manually overridden by using Other Sell field in the booking form. This field allows you to add or minus a dollar amount. The other sell field will also change the commissionable amount
Other Levy field allows you to add or minus a dollar amount without effecting the commissionable amount
How to manage a reservation status?
- ResPax allows bookings to be Confirmed, Cancelled, Quote and Tentative
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