Get started with the TripBuilder consumer IBE in combination with marketplace supply and reservation requests. This article walks you through the most important steps.
Overview
Nezasa's TripBuilder IBE with marketplace supply provides an all-in-one solution to sell personalized itineraries through your own website to your consumers.
Most of our customers opt for our default solution, which comes with online payment. Read More
However, if you prefer to give your consumers the planning tool without online payment, that is possible too. We call this the TripBuilder IBE with a reservation request checkout.
Booking Process with Reservation Request
The booking process, in this case, looks as follows:
Step 1 - Reservation Request
The consumer accesses your company's website with the embedded TripBuilder IBE, plans the trip, and goes into the checkout.
The checkout will include gathering the PAX details and triggering a reservation request. After this point, the consumer, as well as you, will receive an email notification.
From this point onwards, the consumer will no longer use the TripBuilder IBE on your website.
Step 2 - Check Booking Request
As a tour operator, you will need to check the reservation request and perform the booking with your tour operator user in the TripBuilder. If the itinerary contains components from the marketplace, you'll be asked to pay by credit card. This is by using your corporate credit card, not the consumer's credit card.
- Open the booking in the Cockpit Customer Care
- Verify if the itinerary is consistent. At this point, you are still free to adjust the itinerary. No third-party supply has been booked yet.
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Tip 1 In Customer Care, you can search by consumer name or by the itinerary ID which was mentioned in the email notification. Tip 2 Check out the Notes feature in the detailed view of this itinerary. That's the place where internal remarks related to the booking can be stored. |
Step 3 - Get Consumer Pre-Payment
Because your IBE does not include the online payment feature inside of TripBuilder, you'll need to get the payment from the consumer outside of the platform: be it by invoice, cash, if the consumer is in your office, or with another online payment solution (Stripe, Payrexx, Paypal, Twint, etc.).
Step 4 - Perform a B2B Booking
Perform the booking with your tour operator user in TripBuilder. If the itinerary contains components from the marketplace, you'll be asked to pay by credit card. This is by using your corporate credit card, not the consumer's credit card.
- You should be logged in with your user account
- Open the booking in TripBuilder (e.g., use the link for collaborators in the sidebar of Customer care)
- Go through the checkout process and trigger the booking.
Step 5 - Inform the Consumer
Once all is done, send the consumer the travel documentation and vouchers.
How to Get Started
The TripBuilder on-boarding process is documented in the table below in the form of checklists. The Nezasa support team will also guide you through the steps. The process is similar to the one including the online payment, except that the additional terms and conditions can be skipped and, thus, are not listed on this page.
Checklist - Agreements & Terms
The following contractual steps are required to get started.
| Step 1 |
Product Plan Subscribe to the product plan “Standard” or higher. |
| Step 2 |
Order the Consumer IBE & Accept Service Terms Please trigger the consumer IBE setup process with Nezasa’s support team and accept Nezasa’s service conditions for consumer bookings. When doing so, please inform us whether you opt-out of the online payment feature or if you would like to have the reservation request checkout configured. |
Checklist - IBE Configuration
This checklist goes through the available configuration options for your IBE.
| Step 1 |
Base Setup by Nezasa Get a confirmation that Nezasa has enabled the consumer IBE for you. |
| Step 2 |
White-label Domain By default, the IBE runs on a dedicated domain. While Nezasa provides such a subdomain (*.tripbuilder.app), it is highly recommended to use a subdomain of your primary domain because of the “third-party cookie policy” of modern browsers. Example: your main domain is “www.company.com” and you choose to use “ibe.company.com” for the consumer IBE of Nezasa. |
| Step 3 |
Embed IBE into your Website Set up a path and page on your website where the IBE will be integrated. |
| Step 4 |
Configure your IBE There are plenty of configuration options available. Here are the most important ones:
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| Step 5 |
Testing It is essential to test all your settings and maybe even do a test booking. Here are some important remarks when it comes to testing:
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