Tour / Departure - Movement - Shuttles

A shuttle movement is a scheduled run, on which you can assign clients and bikes (hired or own)

Learn about run schedules here

At Tour level, the Shuttle movements have been pulled through from the master, when the Tour was created.

Any changes you make here before any new Bookings are added to the Departure, will automatically be applied to each new Booking as it is created.  

Shuttle

The Shuttle tab incorporates both people/client movements and bike movements

The Tour | Shuttle  tab has been populated from the master record, and shows a list of possible people AND bike shuttle movements from one location to another, the time of the shuttle movement, the charge type, the number of clients from this departure on this sector, the number of hire and / or own bikes, whether the transfer is to be charged.  These shuttle movements form part of the itinerary.

The shuttle movement window lists 

• all possible shuttle movements for people and bikes on this departure. including the date, route, and time  
• whether the movement is charged 
• and the total number of bookings on this departure which have selected Client/PAX Movements, Bike Hire movements, or Own Bike movements

To manage the Tour level and Booking level shuttle records

Adding and Deleting booking level records

Click once on a Shuttle record on the Tour, then:

To add all bookings to this shuttle on this tour:

• click the Add to All button

To add bookings to the tour, individually

• Click the + button

To delete all bookings on this shuttle

click the Delete all button

Defaults

Notes

Itinerary & App

Old layout

To make these shuttle movements selectable at Booking level, they have to have a pricing option selected, so if there isn't a green tick to indicate a rate has been selected, click on the + beside the shuttle movement 

Select the Rate option, whether the item is to be charged, and the charge type.  Click the x close window button.  Note that the In Use tab here only appears if there are already bookings on this shuttle.

A green tick will now appear on this movement entry

On the Notes tab, notes can be left for the driver, for the office staff, or notes about this movement included in the itinerary.  

Departure level Driver shuttle notes do not get pushed through to booking level, as these are for group notes.  -"The Smith party would like to be collected from ..."(where everyone is doing the same thing...There are notes at the individual booking level for use when a client has a specific personal requirement.  Both the Departure level, and Booking level notes appear on the Drivers Manifest.  

A view to other bookings on this shuttle is available, by clicking on the In Use tab.  Other departures on that shuttle on that day are listed, along with any notes for the driver, and when the booking was created. Learn more about the In Use tab Here

To add a new shuttle movement

To add a new shuttle movement, click the + Shuttle button

From the Route drop down list, select the route of the new shuttle movement.  

Select the correct day from the calendar

Click the Rates button to view the Rates settings

Select the charge type for most bookings (Individual, or split equally).  

• In a shoulder season, for example, a scheduled departure may not run, but if the group wants to go ahead anyway, you might select split equally.  So a cost of say $250 for the shuttle, divided by 5 PAX will be $50 each.   
• Alternatively, selection individual costs means the routes timetable is referred to, and each individual will be charged that amount.  

Tick charge for this item if it needs to be charged for the bookings on this departure

Select the Rate option labelSelect a quality, if applicable

Click the Driver & Notes button to view Driver related info

• Enter any Notes.  The Notes field is a transitional field. 
• Click into it once the enter Office Notes.
• Click on Notes - Driver, and then the Notes field changes for you to enter Notes for the driver.  Driver notes at this level relate to the entire group on this departure, and will flow through to the manifest for the driver.
• Click on Notes - Itinerary, and then the Notes field changes for you to enter Itinerary Notes
• Click on Notes - Finance, and then the Notes field changes for you to enter Finance Notes
• Select the Driver from the drop down list
• IF the Accounting ( Xero API ) Advanced Module has been activated by Creative Technology for your Odyssey set-up, there will also be a General Ledger cost drop down list.
• Choose a quality from the drop down list if required

To change an existing shuttle movement

• Click  once on an existing shuttle movement entry to edit it.