Add Source (of business) Lookup

Owned by Steve Cullen
Last updated: 26 Aug, 2024 by support_howto
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.

Instructions

Add A Lookup

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

  2. Click on the Sources Tab

image-20240826-052753.png

 

  1. Click on the +Add Source Button

image-20240826-053048.png

 

  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 'Check Out Cart Page' for any tour that is selected.

 

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