Booking - Shuttle

Shuttle

The Shuttle tab shows people movements via a shuttle from one location to another, the date and time of the shuttle movement, the name of the shuttle driver, 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, and a space for office notes.  These shuttle movements form part of the itinerary.


To create booking level shuttle movements


  • On the Tour | Movements | Shuttle tab, ensure a default rate has been selected on the appropriate shuttle record, e.g. Adult


  • On the Tour | Movement | Shuttle | Bookings tab:
    • click on the Add to all button to add all clients to this shuttle, or
    • click the orange + to add individual bookings to this shuttle


adding individual clients to a shuttle


Note:  If there are already bookings on this shuttle movement from other departures, there will also be an "In use" tab.  Learn more Here


  • Change the charge rate by clicking on the option drop down list, and selecting a different rate
  • Click the override button if you wish to override the standard rate
  • Tick charge for this item if the customer is to be charged for this shuttle movement.  (a small x indicates it's not being charged to the client, a tick indicates it is.  Click on the x or √ to change the setting.  Hover text explains each setting)
Changing the charge tickbox
  • On the Notes tab, enter any Notes.  The Notes field is a transitional field.  Click into the field once to enter Office Notes.Click on  Notes - Driver, and then the Notes field changes for you to enter Notes for the driver.  These notes appear on the driver manifestClick on  Notes - Itinerary, and then the Notes field changes for you to enter Itinerary Notes.  These notes appear on the Itinerary which goes to the client.Click on  Notes - Finance, and then the Notes field changes for you to enter Finance Notes.  These are internal notes for your finance team.
  • To delete the shuttle movement, click the grey minus icon at the top right of the window




  • A green tick will appear where the orange + sign was, to indicate that this client is now booked on this shuttle, and the Client shuttle count will increase by 1 automatically.  Note that any counts are for this Departure only.  Other departures using the same shuttle movements are not counted here.

  • Now the total client shuttle count will include a shuttle movement for all bookings on this departure
  • Repeat for all Shuttles on this departure, for this booking, so that every shuttle has a green tick
  • If all of your bookings are using the same shuttle, click the Apply to All button


Details




Notes


  • Click in the Office Notes field to enter are internal notes for your office team.
  • Click in the Driver Notes field to enter Notes for the driver.  These notes appear on the driver manifest


Itinerary and App


  • Click on  Itinerary & App, to enter notes which should be included for this client on the Itinerary and Ody Trips app.
  • tick the tickbox if you do wish this note to be included in the Itinerary, or if you want to turn it off for some reason
  • tick the tickbox if you wish the time of this movement to be displayed on the Itinerary and app


Deleting a shuttle movement for a client


  • To delete the  shuttle movement for one booking, click the Delete button on their record