Bookings
How to deallocate a booking (admin only)
It is possible to remove a file / analytical number without deleting the entire booking. It is used of the booking was confirmed by mistake or the wrong dates were used. This can only be done by the Administrators, and if no invoices (client or ...
How to view & reactivate a deleted file
Under the “Bookings” section Tick the “Display deleted files” function on the top left hand-side of the window Type the name of the deleted booking you are looking for: If you would like to reactivate the booking, access it and click on “Reactivate ...
How to delete a booking
Follow the steps to cancel a booking which has not been invoiced and on which no suppliers have been paid: NB: make sure to cancel all reserved suppliers to avoid cancellation fees! Select and delete any created vouchers on the booking: Under Program ...
Final frontpage
The "Final front page" enables to export a summary of services included in the client itinerary. Select Final Front page A window will require to choose between category view or Checklist view: Category View: Exports a summary of services onto Excel ...
How to view and capture suppliers' invoices
How to view invoices Under “Bookings” section: Access the booking Under the “Suppliers invoices” Tab Select the desired supplier until highlighted in orange: Acc N: Features the account number assigned to the supplier Supplier: Features the supplier ...
How to create an invoice and credit note
Under the “Customers Invoices” Tab, click “New Invoice” and complete the necessary information: Whatever you input in the “Description” field, will show on the invoice (eg: Kruger Holiday – 50% Deposit or Kruger Holiday – Full Payment). Use the “Add ...
How to create vouchers
Vouchers are created to represent a proof of payment to the supplier in order to obtain a service. Select the “Vouchers” Tab. A blank section will appear. At this stage, no vouchers are showing: Click “Suggested Vouchers”. All services with confirmed ...
How to load a rooming list
From within the booking, select the “Participants” Tab: In the bottom left-hand block, insert the first passenger’s details: Click “Save”. The information now appears in the block above as follows: Continue these steps until each passenger’s details ...
How to create a guide checklist & cash advance
Under the “Program Details” Tab, select the Checklist View and then chose the services/costs that need to be linked to the guide. You are also able to select the services using the filters in the “Search By” block on the right-hand side of the page: ...
Updating booking statuses & forms of payment
Once confirmations have been received from the suppliers, the booking status of each service needs to be updated. This helps you keep track of each service, create vouchers, and to create a guide cash advance. Once the booking statuses have been ...
Planning view VS Checklist view
Unlike the quotes section, the booking section enable you to view the Program Details Tab in 2 different views: Planning View: This option enables you to view the itinerary in a horizontal format (as is familiar in the quote section): This view ...
Booking Tabs Explained
In addition to the Tabs in the quote section, the booking section also contains the following Tabs: Participants: This Tab allows you to insert the traveller’s details (ie: names, DOB, passport details, etc), compile rooming lists and export a ...
How to update a booking from a quote
Explanation: If a booking needs to be updated with additional information or amendments, it is advisable to perform these changes on the original quotation. Select the “Quotes” Tab from the menu on the left-hand side of the screen. Search for and ...
How to convert a quote into a booking
Select the “Quotes” Tab from the menu on the left-hand side of the screen. Search for and open the desired quotation. On the “General Information” Tab, select the version you would like to be converted into a booking. Click “Create Booking”: A new ...
How to search for a booking
Select the “Bookings” Tab from the menu on the left-hand side of the screen. You are able to search for bookings using the following filters: Consultant Booking: Search by selecting the name of the consultant. Origin: Search by the location of the ...