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To Add a New Booking, go to the Main Menu and select the Bookings Tab > +New Booking Button or simply select the +New Booking Button on the left side panel.
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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:
If the Credit status is STOP SELL, an orange warning message is displayed.
This will not stop the booking. It is informative only.The Financial Entity list will be filtered (if many) or prepopulated (if exactly one) once the Agent code is entered. (This is controlled by the Agent’s Financial Setup).
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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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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.
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tour details card will grow to include this new tour, grouped within an accordion. By default it will open expanded, and can be collapsed at any time by selecting the ^ symbol.
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The default fare and default time will be set, and the default Date will be [tomorrow]
If a date or time selected is in the past, an orange warning appears below the Calendar.
This is a warning only and does not stop the user making the booking.
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Notes:
Tour Basis and Tour Sub-basis are required fields. If none are available it will need be created under fares for the tour, click /wiki/spaces/HOWTO/pages/1372749844 to learn how.
There are 5 different passenger types available per tour. If a type is not valid for that tour, it will be greyed out and unavailable (eg. Infant and FOC). To learn how to enable and disable passenger types click /wiki/spaces/HOWTO/pages/1372749844.
Pickup Location and Dropoff will only be available as an option 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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Add General Comments specific to the tour (optional). 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 Default Comments Lookup.
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