Booking - Resources

Managing Resource selections per Client

Resources for the Bookings on a Tour can be managed as follows:

From the Tour | Booking menu, Select the Booking on the left hand side of the screen
Click on the Resources tab
Here you can manage Bike, Accessories or Extra Resources, per client

Bikes

Click on the Bike tab
At the top of the screen the Bike hire start and end dates, and the number of hire days as defined at the Departure level, are all shown.
Select the client's requested bike type from the Bike Model field.
- The drop down lists of available bikes are driven by selections made on the Master on which this Departure was created.
- If this is a Guide, note that their bike preference will show in Orange text, if it has been added on their Guide record under Resources | Staff list

Click the Make Daily Records button, if Daily bike hire records have not already been created for this client

Daily records for the Bike Model and size are now listed
- If the client's height has been entered, the correct size bike will be entered
- The height of the client is listed in orange, to ensure you have chosen an appropriate bike size.
- The client's height can be entered or adjusted by clicking on the Height button

Enter a new height for this client, then click the Re-Apply size button

If you know the serial number of the bike you are allocating to this rider, enter it into the Bike Serial Number field

To remove a daily bike from the list, click the '- button' to the right hand side of the record

To delete all daily bike records, click the Delete all button

Speed Tip: The Apply to All Button will replace All Bike records for all Clients on this Departure, using the details on the current screen. Note that this function will replace any records already selected for those clients.

A fast way to take advantage of this feature is to make bike selections for your first client, and then click the Apply to all Button to apply those selections to all other clients on this Departure. Then make minor changes to each client's bike selections, if required.

Editing bike hire records

You can click on any of those date/client record fields and add notes, review bike stock allocations, change rates, charge settings, etc.

Details

The details screen provides you with the opportunity to view or change

a daily bike type
move the hire record to a different day using the < > arrows
change the number of hire days (change this value to modify the calculation which determines the daily "Rate" for this bike, to change the price calculation only)
tick charge for this item tickbox if the bike hire is chargeable
tick Agent Commission calculation tickbox, if agent commission should be calculated on this bike hire
tick the Self-Pay tickbox, if the client is going to pay for this item themselves, so the designated "Payer" does not pay
Optionally override the Hire Days Rate to use, when hiring to another "Tour Operator" at an agreed reduced rate. When left empty, the regular calculation will be based on the number of Hire Days at the regular daily rate for the required number of days

Price each day will be shown, and this can be overridden by clicking the Overide button

Allocation

Notes

Accessories

Accessories are items additional items, which are non chargeable, such as helmets, that the client has selected.

The Tour | Booking | Resources | Accessories view allows you to make Accessory selections per client.

To add another accessory for this Client, simply click the tick box beside the accessory

Extras

Extras are items additional items, which are chargeable, such as chilly bins, gel seats, or Personal Locator Beacons, that your clients might have selected.

The Tour | Booking | Resources | Extras view allows you to make Extra selections per client.

To add extra items to the list for a single day

click the + Single Day button