Introduction to Settings

00:00: In this first video about the Settings, you will learn where to access various settings and options within TripBuilder, and how settings are organized. 00:09: You can access the settings menu in TripBuilder, from your main Dashboard. 00:14: Or within the Cockpit, from any page, clicking on the Settings option. 00:19: TripBuilder has 2 settings menus. 00:22: On Setup, you will find the Distribution Channel settings. 00:26: This is your Settings main page, where you can also access your Distribution Channel Settings. We will see this a bit further in the video. 00:35: Below the Setup, you will see the Settings that affect all of your instance. This Settings are global to all your Distribution Channels, if you have more than one. 00:45: On Supply, you can configure Content Rules, Buffer times for your components in the Planner, and setup Credit Card details for Marketplace. 00:54: If enabled, in Reselling, you can setup Markups and Rules for reselling your Inventory components. 01:01: Pricing relates to Markups, Cancellation Policies and Surcharges that you can define to your Inventory Products or Live Supply, allowing you to correctly price your products. 01:12: On User Management you can create Travel Agencies, Groups of Travel Agencies, new users, and Cockpit shares. 01:20: On Commissions, you can define the Commissions paid to Travel Agencies when they perform a booking. 01:26: Lastly, on monitoring, you can ask for reports in csv format, from the available reports, and the system events of your Instance. 01:35: We have dedicated videos to what, and how, you can do changes in this Instance settings, and how they are reflected in your TripBuilder. Make sure you see the complete list to get a full knowledge on how to work with this settings. 01:49: Going back to setup, you can click on Distribution Channels. 01:53: Clicking on any of your Distribution Channels, you will be taken to the settings that only apply to this unique DC. 02:00: Distribution Channel settings are organized by tabs. 02:04: On General, you will find Branding options, like the Channel name, email footers, styles, localization, GDPR, contact forms, between others. 02:16: On Discovery, you will find several settings, that apply mostly to the look and feel of the Discovery Detail and Overview on the frontend. 02:24: On Planner tab, you will find Settings for the behaviour of the Planner and Route Builder, like transport settings within the planner, and availability of TO or TA tools. 02:34: On Checkout, you have the options to configure the Checkout process and pages. Depending on your product plan, you may see separate configuration options for travel agencies or for booking from the Nezasa marketplace as a tour operator user. 02:49: On Documentation, you can configure the Travel Documentation that you make available to your users. 02:55: On the third party integrations, you can setup API keys for external providers like Google Maps, set up scripts of Analytics tools, mid and back offices, and access the marketplace settings, if you have marketplace. 03:09: On Agency Center you can define the options of look and feel of the Agency Center, if your Instance has Agency Management enabled. 03:17: We have dedicated videos to all of the settings in your Distribution Channel. 03:21: For the remaining Videos of settings, please be aware that it might not match your current setup. If you see a setting in the video that is not present in your Instance, or DC, it is because it needs to be enabled by us first, or is not part of your current product plan. 03:37: This guide was an introduction to the Settings. Make sure you see the remaining videos about it.

Under the Settings section of the Cockpit, several details and settings can be adjusted. 

The following setting options are available: