Tour / Departure - Provider - Booking tab


🎬 🍿 Watch our Product Feature tour to learn more


Bookings | Client Selections


NOTE: Exactly these same views are accessible by going to the Tour | Bookings | Select a client booking | Provider | Select a provider tab


Adding Bookings to a Provider

  • At the Tour | Provider | Bookings | Client Selections tab
  • If this Provider needs to be added to all client bookings on the Tour click the Add to All button
  • or if just some client bookings need to be added to this provider, click the Quick add button
  • use the < > buttons to move to the next or previous provider on this tour

Tour | Provider | Bookings | Client Selections - adding clients to this Provider

  • Here, all Confirmed client bookings have now been added to this Provider

Tour | Provider | Bookings | Client Selections - all clients have been added to this Provider

To review the details for each individual booking, click on the client

Changing an individual booking record for this Provider

Details

Changes can be made to:

  • Provider Product (e.g. Penthouse suite)
  • PAX per room (eg 2)
  • Rate option (e.g. 2 pax)
    • Use these last two options together, when you have two people sharing one room, and set them up as sharing, to ensure the number of rooms required is calculated correctly.
  • Meal option (e.g. Breakfast, Breakfast and Lunch)
  • Charge for this item
  • Agent Commission calculation
  • Booking Status exemption (If this booking's record with the provider has a different status to the rest of the Tour)
  • Price override (enter a New Booking price)
  • Use the Apply to All Days button if you wish to push these changes through to every day of the tour, for this booking.

Overriding the price for this client, on the Tour | Provider | Bookings | Client Selections | Details tab

Notes

  • Enter any Notes for the Office or Finance teams
Adding Notes for the Office or Finance teams, to this client's record on the Tour | Provider | Bookings | Client Selections | Notes tab

Itinerary


Notes for inclusion on this Booking's Personal Itinerary can be added here, such as their room number.


  • Tick if you wish this to show in the Itinerary and App
  • Tick if you wish the time for this Note to be displayed on the Itinerary (and edit the time if required)
  • Click the eyeball to view the compiled text
Adding Itinerary to this client's record on the Tour | Provider | Bookings | Client Selections | Notes tab

Bookings | Sharing


The Sharing tab enabled you to make selections as to who is sharing with who, room sharing "instances", and what the client's generic accommodation preference is

Making Rooming selections on the Tour | Provider | Bookings | Sharing tab

Room Sharing Instance

In this example, Chris and Isabelle are sharing a room.

  • Click on Chris' record and select a room sharing instance of 1
  • Click on Isabelle's record and select a room sharing instance of 1
  • both of them have a green indicator beside their names to indicate they are sharing a room
  • The Client's sharing field beside each name shows who is sharing with who
  • repeat for each couple who are sharing
  • assign people in single rooms to an instance of their own, too (but remember to ensure they are using a 1 person room rate, and only 1 pax per room on the Client Selections | Details tab)

Generic Accommodation Preference

  • Select a generic (e.g. double, single, queen with ensuite) accommodation preference, if that's the way your business operates.
  • Alternatively, specific room selections can be made in the Client Selections | Details | Product tab.

Room Summaries


These fields are used in email communications to Providers, and are uneditable, as they are a summary of selections made for this Provider.

Viewing room summaries on the Tour | Provider | Bookings | tab