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Once Tour Categories are configured where will these Grouped Tours appear?

  • On the Public Website (OBE) via a generated link that you will need to provide on your website. (See Step 10. for information). This is useful when you only want specific people to see only certain tours associated with a tour category and not all of the companies' tours.

  • Jasper Reports (customized request only)

  • Viewable in the RBE Admin Portal under Tour Maintenance and DashboardGenerate OBE Link: Create a weblink to share with agents or display on your website, specifying which tours should be available by using Tour Categories.

  • Smart Rules: Apply adjustments or discounts to specific tours by using Tour Categories to generate a list of applicable tours.

  • Dashboard: Use Tour Categories to filter and easily distinguish groups of tours.

  • Jasper Reports: Tour Categories can be applied for custom reports upon request.

  • Tour Maintenance: The Tour Categories linked with tours can be viewed in Tour Maintenance, but they are greyed out.

  • Routes: You can also include Routes in Tour Categories, but these changes must be done via the Routes page.

Overview

From the Main Menu, click on Settings >Tour Categories

  • There are 2 columns available in this page regarding Tour Categories and Tours.

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Note:

Tour Categories -

You

may see 3 Tour Categories called Confirmation Reports, but most likely not as this is only available upon a customization request. Scroll down to the bottom of this page under the subheading “Tour Categories for Generating Reports” to learn more.
  • Tours - If you have exisiting tours that you have created, they will automatically display under the Tours subheading. This includes any Components or Extras that are part of your tours.

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    Note:

    Under the subheadings - Tour Categories and Tours you will see a search filter function. The search filter function is useful when you have

    might see the Confirmation Reports (Display Tickets, Components, Extras) already listed under Tour Categories. However, this feature is generally available only by request and is used for custom reports upon client request.

    • The tour categories displayed in the first column are sorted by their creation date. The tours displayed in the second column are organized in alphabetical order by Tour Code. Each subheading includes a search filter function, which is particularly useful for navigating a large list of tour categories

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    • and tours.

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    Note:

    • The search filter function under Tours will only filter by the Tour Name, not the tour code. See example below

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    Note:

    • You can also

    • To expand or collapse the list of tours under a tour category, click on the

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    • dropdown arrow next to the tour category.

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    • To display the full list of tours or tour categories on

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    • one page, click on the dropdown arrow next to Rows per page. For example, if you have 45 tours and you wish to see them all on

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    • one page

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    • ,

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    • select 50 Rows per page.

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    Instructions

    How To Add a Tour Category

    1. Click on the Add Tour Category button.

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    1. You will be prompted to give the Tour Category a Name (Note: This field is required).

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    1. In this example below we have the tour category as Morning Tours, click Save.

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    1. The Tour Category will now appear under the Subheading Tour Categories.

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    Note:

    • You can select the Pencil Icon to update/edit the name of the Tour Category.

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    How To Link A Tour to a Tour Category

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    1. Drag & drop any tour(s). (You can drag across as many tours as you like.)

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    1. Now your Tour is linked to the Tour Category

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    Note:

    • If you have multiple Tours linked to a Tour Category, you can reorder the list as you see fit. Within the expanded Tour Category, select the hamburger icon to drag and drop any tour (vertically) to reorder the tour. The tours at the top of the list will be displayed first on the OBE tour list

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    How To Unlink a Tour from Tour Categories

    1. To Unlink A Tour from the Tour Category, select the Trash Can Icon.

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    How To Delete A Tour Category

    1. To Delete the Tour Category, select the Trash Can Icon at the bottom. (Please be aware that these will also remove all linked Tours.)

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    How to Enable the Tour Category to display on the Public Website (OBE)

    1. Go to Generate Links to learn more

    Tour Categories for Generating Reports

    • You can use a Tour Category, such as the “Morning Tours” for generating reports, however this is a customized feature that is only available upon request. Please reach out to Respax Support if needed.

    • By default, you might see the Confirmation Reports (Display Tickets, Components, Extras) already existing under Tour Categories, however this is generally only available by request. This feature is Soley used for a customization reports again this is upon request.

    image-20240710-043918.pngImage RemovedPlease click in Instructions applied for Tour Categories to read more about:

    • How to add a Tour Category

    • How to link a tour to a Tour Category

    • How to unlink a tour from Tour Categories

    • How to delete a Tour Category