Overview
The Respax Admin Portal (RBE) allows you to create New Bookings from various places. One of those places is the Dashboard and the other is from the BookingsTab (which is what we are going to cover in the article below).Add Add a New Booking
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
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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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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Tour Details
Click in the field where it says Tour Code: a list of all
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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:
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
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)
Pickup Location and Dropoff will only be
a required fieldavailable 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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.
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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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Click on Choose a Default Comment Search for the Default Comment using type-ahead or from the dropdown list. Select a Default Comment and it is appended to the General Comments.
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Search for the Default Comment using type-ahead or from the dropdown list.
Select a Default Comment and it is appended to the General Comment
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Staff user can have a mix of manually entered comments and multiple selected Default Comments.
Each one is automatically separated by a space, however the user can adjust and enter new lines also. Choose a Default Comment is always available to re-use.
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Add Voucher Comments specific to the tour (optional)
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Choose a Promo code from the type-ahead/dropdown to apply a discount.
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If the Promo code matches the criteria, then the rule is applied and:
The Code of the Promo is displayed in the Promocode field
The Name of the Promo code is displayed in the Smart Rule field
On mouse-over the description is shown as a tooltip.
The value of the adjustment is displayed in the Other Sell field.
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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.
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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: 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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1.) 
Buy as Gift means that someone may want to buy a tour for someone they know and give it to them as a gift. One of the key differences when you select this is that you cannot select the date and time for a tour, as it now becomes a gift certificate with a set expiry date which can be configured/setup initially upon each tour. You can do this from the Main Menu > Tour Maintenance under the Advanced Tab, click /wiki/spaces/HOWTO/pages/1372749844to learn how and more about Gift Certificates.
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Cancelled means cancelling the Tour Details and starting again.
Toggle the Cancelled switch to on
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Click Okay
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The Tour Details will now disappear, you can click inside the Tour Code Field to add a tour.
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Checked in - - Refer to the gift documentation to learn more
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2.) Cancelled switch is designed to cancel the ticket line and not the booking level. For example the booking might have multiple tours, but you only want to cancel one of these tours in the booking.
If the booking is not yet confirmed you will be able to select the cancelled switch and it will be removed from the booking
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If it is an existing booking which has been confirmed it will still cancel the ticket line however it will not be removed from the booking, it will be greyed out.
