Sources

Owned by support_howto
Last updated: 19 Nov, 2024
2 min read

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.

Navigating Sources

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

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  1. Click on the +Add Source Button

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  1. Add a Description then click on the Save Button.

Note:

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

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

 

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

Note: Sources will appear on the Online Booking Engine 'Check Out Cart Page' for any tour that is selected if is web enabled.

Deleting a Source

  1. A source cannot be deleted if it has been selected in any existing bookings previously. If you try to delete a pop up toastr message will appear as below. Best option is to disable the source by turning off the web enabled toggle switch.

Updating a Source

Important: Editing the source description this will update/change the source description for all previous bookings in the system.