Gift Vouchers
- support_howto
Gift vouchers are currently managed as a tour within ResPax. The following steps will help with the set-up via the ResPax Booking Engine (RBE).
Vouchers can be used either to redeem a dollar value toward a tour or for a separate tour (i.e. dinner reservations , cruise tours).
Instructions
Step-by-step guide to configure a gift voucher via the ResPax Booking Engine (RBE).
Create a new site specifically for the Gift Vouchers.
With a new site, staff can control the Start Date Offset and WebSite Lingo to the operator’s specifications without affecting the tours.
In RBE, click on Settings > Sites > Add New Site
Site Details Tab
Add Site Code
Add Site Name
Select Owner from the drop down list
Select the default Anonymous User for the site
The Site Enabled switch is on by default for new Sites, but can be disabled at anytime
Once a site has been created, the site Code cannot be modified (ever), however, the Site Name can
Please refer to the corresponding documentation for the following tabs.
Notes:
You may wish to leave this field as Unspecified if you do not intend for the gift voucher to be allocated to a specific adhoc.
(Quick Ref : Settings / Sites / Settings / Adhoc / Click SAVE)
Please ensure to fill this field out. In the example below, the Start Date Offset is 3 years or 1095 days which represents the validity of the voucher from purchase date.
(Quick Ref : Settings / Sites / Settings / Date / Click SAVE )
You can control how these appear on the site, thus, amending the lingo from Booking to Voucher. For example:
(Quick Ref : Settings / Sites / Website Lingo / Booking Confirmation Page / Label for the Booking confirmation / Click SAVE )
2. Once site has been configured, create a tour for the gift voucher. The tour set-up is no different than any tour.
Click on Tours>Tour Maintenance
Please make sure that the tour is ticketable.
Go to Advanced and tick the button on. Click SAVE.
3. Once site and tour are both set up, please contact ResPax at support@respax.com so, the team can create a custom PDF attachment akin to a Gift Certificate via the confirmation email. This will replace the Passenger Confirmation PDF when used from the Gift Certificate site.
Charges may apply for custom PDF reports if it is far from standard.
4. Staff will then generate a link specific to the gift voucher to embed into their website.
Go to Tools>Generate Links
Under Booking Form, choose the site and the tour created specific for the Gift Voucher.
Use the link generated under Markup to embed into your website. You are now ready to go live.
5. Once a booking is made, follow the steps below for staff to redeem the voucher in RBE.
Go to Bookings and enter for the Booking Confirmation Number on the Search field, press Enter.
Under Tour Details, enter the tour that the passenger wants to use the voucher for.
Update the passenger allocation.
Once the tour has been added, delete the ticket line for the voucher. Click SAVE.
This should be done in this order, do not delete the voucher first
The value of the voucher may not be the same as the value of the tour added.
If the booking is unbalanced, then at the bottom of the page, click “Add Payment” to balance out the booking. At this stage, the booking will show (top left of the page) as Confirmed but the Payment Status is Partially Paid.
The new booking total (example) is $150 but with a $100 voucher (as an existing payment line), the remaining balance is $50. (Payment amount will default to the difference between the Booking Total and the amount already paid) Click SAVE to confirm the booking.