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  1. 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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Scroll down the booking form to fill out the required details to create a new booking. Use the subheadings on the righthand side in the screenshot below as a point of reference. The page is broken down into sections starting with the Booking Details.

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Notes:

  • Ticket/Quote/Gift Ref (optional) - If a booking has been converted from a quote, then this field will have the original quote ID and will be read-only or if a booking was redeemed from a gift certificate, then this field will have the Gift Redemption code and be read-only.

  • Add Voucher No. - This is the Agent’s reference used for redeeming Vouchers, or used when invoicing via a report or exporting to a Financial package like Xero or MYOB. (optional)

  • Add Agent Ref. This can be used for the Agent’s staff member’s name or how the request was received (email, phone). (optional)

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  1. Tour Details - a)

  • Click in the field where it says Tour Code: a list of all tours will appear, click on the tour you need

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    • Once the tour has been selected, the Add TourButton will be available. Press the Add TourButton to proceed.

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      • The Tour Details will now expand, fill in the details required for the Booking.

      Note:

      The default fare and default time will be set, and the default Date will be [tomorrow]

      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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      1. Additional Passenger Details - This information will only display if the tour has more than one Pax.

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      • Click on the Drop-Down arrow to expand the details

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        • Fill out the Additional Passenger Details.

        Note: 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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