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Overview

Lookups are lists created and maintained by a Staff User. Once created, they can be used as type-ahead and dropdown lists throughout ResPax booking forms and maintenance screens. The Source list comes empty by default. A Staff User can add custom data to the list. Examples may include; Google Search, word of mouth, website, brochure, tour desk, Facebook, returning customer.

Instructions

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Add A Lookup

  1. From the main menu, click System Navigate to Settings > Lookups

  2. Click on the Lookups menu Sources Tab

    image-20240826-045411.pngImage Removed

  3. Select the Source tab

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  1. Click on the +Add Source

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  1. Button

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  1. Add

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  1. a Description

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  1. then click on the Save

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  1. Button.

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Note:

  • The Web Enabled toggle defaults to off. Toggle it on to display the item in OBE (Online Booking Engine).

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  • There are no filters or search option for Sources in the List view. 

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  1. Once saved, the Source that you have created will then display under the Sources Tab.

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Note: Sources will appear on the 'Check Out Cart Page' for any tour that is selected.

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