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Overview

The Tour Categories feature is designed to group Tours together. For example, you may wish to group all day’s tours together, and then in another category group all overnight night tours together. The same tour may be added to more than one category.

Once Tour Categories are configured where will these Grouped Tours appear?

  • On the OBE (Public Website) via a generated link that you will need to provide on your website. (See Step 7. for information). This is useful when you only want specific people to see only certain tours associated with a tour category and not all of the companies' tours.

  • Jasper Reports (customized request only)

  • Viewable in the RBE Admin Portal under Tour Maintenance and Dashboard

Tour Categories

From the Main Menu, click on Settings >Tour Categories

Note:

  • Tour Categories - You may see 3 Tour Categories called Confirmation Reports, but most likely not as this is only available upon a customization request. Scroll down to the bottom of this page under the subheading “Tour Categories for Generating Reports” to learn more.

  • Tours - If you have exisiting tours that you have created, they will automatically display under the Tours subheading. This includes any Components or Extras that are part of your tours.

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Note:

  • Under the subheadings - Tour Categories and Tours you will see a search filter function. The search filter function is useful when you have a large list of tour categories or tours that may display across more than 1 page.

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Note:

  • The search filter function under Tours will only filter by the Tour Name, not the tour code. See example below

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Note:

  • You can also click on the Dropdown arrows next to Rows per page to expand the list of tours or tour categories on the one page. For example, if you have 45 tours and you wish to see them all on the one page here, you will select 50 Rows per page.

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Instructions

How To Add a Tour Category

  1. Click on the Add Tour Category button.

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  1. You will be prompted to give the Tour Category a Name (Note: This field is required).

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  1. In this example below we have the tour category as Morning Tours, click Save.

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  1. The Tour Category will now appear under the Subheading Tour Categories.

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Note:

  • You can select the Pencil Icon to update/edit the name of the Tour Category.

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How To Link A Tour to a Tour Category

  1. Click on the Drop-Down Arrow of the Tour Category to expand the Tab.

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  1. Drag & drop any tour(s). (You can drag across as many tours as you like.)

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  1. Now your Tour is linked to the Tour Category

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Note:

  • If you have multiple Tours linked to a Tour Category, you can reorder the list as you see fit. Within the expanded Tour Category, select the hamburger icon to drag and drop any tour (vertically) to reorder the tour. The tours at the top of the list will be displayed first on the OBE tour list

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In the example below, Breakfast has been moved to the top of the list because we wanted to arrange the list in Alphabetical order.

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How to Enable the Tour Category (list of tours) to display on the public website

  1. After creating and/or associating tour(s) into a tour category, go to Generate Links and generate a Tour List link with the appropriate tour category. Use this link on your website to load the OBE Tour list filtered by the category and listing the tours in the order they appear in the category.

How To Unlink a Tour from Tour Categories

  1. To Unlink A Tour from the Tour Category, select the Trash Can Icon.

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How To Delete A Tour Category

  1. To Delete the Tour Category, select the Trash Can Icon at the bottom. (Please be aware that these will also remove all linked Tours.)

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Tour Categories for Generating Reports

  • You can use a Tour Category, such as the “Morning Tours” for generating reports, however this is a customized feature that is only available upon request. Please reach out to Respax Support if needed.

  • By default, you might see the Confirmation Reports (Display Tickets, Components, Extras) already existing under Tour Categories, however this is generally only available by request. This feature is Soley used for a customization reports again this is upon request.

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Tour Categories Viewable in Tour Maintenance

  • Tour Categories can also be viewed in Tour Maintenance. Go to Tours > Tour Maintenance and select the Tour you wish to open, and you will see the tour category that is linked with the tour. You cannot edit the tour category, it is only there for viewing purposes. Click here to learn more about Tour Maintance

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Tour Categories Viewable in Dashboard

  • Tour Categories can also be used as a filter option under the Dashboard tab. Click here to learn more about Dashboard

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Tour Categories can also be used in Promo Codes

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