Overview
The In the Respax Admin Portal system (RBE) allows you to create New Bookings from various places. One of those places can be created from two different sections. The first section is the Dashboard and the other is from the BookingsTab (which is what is covered in the article below).
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To Add a New Booking, go to the Main Menu and select the Bookings Tab and select the New Booking Button.
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You will now be required to go through each Section of Scroll down the booking form to fill out the required details to create a new booking. As you can see Use the subheadings on the righthand side in the screenshot below , the as a point of reference. The page is broken down into sections and we are currently on the first Section which is called starting with the Booking Details.
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Booking Details - The Agent Code and Financial Entity are required fields. You will These fields need to fill filled out these fields before proceeding to the next section. For information about what each of these subheadings mean, ie , Agent Code and Financial Entity click /wiki/spaces/HOWTO/pages/1340571651
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Tour Details - a) Click in the field where it says Tour Code: a list of all your tours will appear, click on the tour you need
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b) Once you have selected the tour has been selected, the Add TourButton will be available. Press the Add TourButton to proceed.
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c) The Tour Details will now expand, fill in the details you require required for the Booking.
Note:
Tour Basis and Tour Sub-basis are required fields
Pickup Location will only be a required field if your tour has been configured for pickups. Click /wiki/spaces/HOWTO/pages/1373765679 to learn how to configure in Locations.
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Note: If there are components associated with the tour a ‘Component’ Tab will display. Click on the drop-down arrow on the Components section to expand components
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Note: Click on the drop-down arrow on the components section to edit the details if required.
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Primary Passenger Details - In the example below the The Passenger First Name, Last Name, Email and Phone No. are all required fields. You can manage these fields and These fields along with many other fields (to be required or not required) can be managed in the Passenger Type Settings section under /wiki/spaces/HOWTO/pages/1372749844.
Note: Passenger First Name and Last Name are always Required fields for every booking and cannot be disabled.
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Note: If the tour has any Extras an Extras Tab will display, you can click on the Drop-Down Arrow to expand and edit
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Additional Passenger Details - This information will only display if the tour has more than One one Pax.
a) Click on the Drop-Down arrow to expand the details
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b) Fill out the Additional Passenger Details.
Note: Remember - You can manage these These fields and many other fields (to be required or not required)can be managed in the Passenger Type Settings section under /wiki/spaces/HOWTO/pages/1372749844.
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Booking Comments (Optional)
General Comments
Where staff Staff can write any comments that wish to add for the booking. These comments are then included in the Passenger Confirmation PDF and on the , Tour and Bus Manifests for the Operator.
Online Agents and consumer bookings also have the ability to write comments from the public website which can populate in this section of an exisiting booking.
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If the Operator has frequently used comments that are added by Staff users to many bookings daily, then create a custom list of quick-to-use default comments
see . See Default Comments Lookup. In the example below it is currently greyed out because no default comments have been configured.
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With every booking it is a requirement that you must Tick to tick the box to accept the Terms and Conditions for travel. If you click Clicking on the Terms & Conditions Link you should be able to will open the information to read out to the PassengerGuest.
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To configure/edit the Terms and Conditions click here to learn how
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You will receive a warning text A warning message in Red red will display if there is missing Data and data. The booking will not be able to proceed with the booking progress until the missing data is filled. Scroll Back up to check what data has been missed and then check again to ensure that errors have gone.
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The booking Summary is an overview of the booking details, please check carefully that review the details are correct before proceeding to the Save and Proceed Button.
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Extras Additional Information
What are the toggle switches and how do they work?
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