Service
In a Service, there are all the details of the reservation:
The following buttons are also available to operate in a reservation:
- update datas: to update the reservation according to the supplier's website information
- voucher: to download the travel document
- change: if the Tour Operator has to amend datas (dates, prices,...) can do it from this tab. Pay attention: all amendments need to be done first of all on the supplier's website. Once done, the Tour Operator can report the amendments manually on the system. Remember to flag the box Force before confirming the change.
- store: once the reservation is completed, we recommend storing it so that it does not show up in the counter and search results
- credit card: to pay the booking (if the system is connected to the payment gateway)
- cancel: to cancel the booking. Pay attention at the cancellation deadline to avoid penalties. Once you have performed the cancellation, check the booking status. If the status is not “cancelled” yet, wait few seconds and press “update datas”. If the status is not still updated as cancelled, check the booking status on the supplier's website and if it has been well cancelled move the status manually on the system. Important: this is the correct procedure to send the cancellation request via xml to the supplier.
- search again
- overbooking, complaint, no show are pre-existing attributes with which to mark the reservation for easy search. We recommend creating custom Attributes from Configurations > Attributes.
- send document: to send the documents to a specific email address
- block notifications: to avoid sending notifications to the agency and/or the supplier while you are working on the booking
- client mail: to check the email sent by the system to the client
- add watcher: to add your user as a watcher of the selected reservation
- client's statement of account: a pdf that can be sent to the client
- logs: to see all the history of the booking, who and when did any change
- xml: all the xml history. Could be used if needed to check tech problems with suppliers
- pdf: a document where you can see all the details of the reservation including the marginality
- print: to print the booking
- back
Both in the dossier and in the service you can find a box where you can write internal notes that can be visible only to the Tour Operator. In order to save the note, please click on the green check.