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Overview

The Respax Online Platform (RBE) allows you to create New Bookings from various places. One of those places is the Dashboard and the other is from the Bookings Tab (which is what we are going to cover in the article below).

Add New Booking

  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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You will now be required to go through each Section of the booking form to fill out the required details to create a new booking. As you can see on the righthand side in the screenshot below, the page is broken down into sections and we are currently on the first Section which is called Booking Details.

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  1. Booking Details - The Agent Code and Financial Entity are required fields. You will need to fill 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

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  1. Tour Details - a) Click in the field where it says Tour Code: a list of all your tours will appear, click on the tour you need

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b) Once you have selected the tour the Add Tour Button will be available. Press the Add Tour Button to proceed.

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c) The Tour Details will now expand, fill in the details you require for the Booking.

Note:

  • 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.

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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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  1. Primary Passenger Details - In the example below the Passenger First Name, Last Name, Email and Phone No. are all required fields. You can manage these fields and many other fields (to be required or not required) 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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  1. Additional Passenger Details - This information will only display if the tour has more than One Pax.

a) Click on the Drop-Down arrow to expand the details

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b) Fill out the Additional Passenger Details.

Note: Remember - You can manage these fields and many other fields (to be required or not required) in the Passenger Type Settings section under /wiki/spaces/HOWTO/pages/1372749844.

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  1. Booking Comments (Optional) -

General Comments are

  • Where 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 Default Comments Lookup. In the example below it is currently greyed out because no default comments have been configured.

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d) What are the toggle switches and how do they work?

image-20240731-032908.png Buy as Gift, image-20240731-032916.png Unconfirmed. image-20240731-032919.png Cancelled, image-20240731-032922.png Checked in

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image-20240731-032908.png Buy as Gift -
image-20240731-033116.png Unconfirmed -

image-20240731-033116.png Cancelled -

image-20240731-033116.png Checked in -

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