Overview
In the Customer Care section, users can manage itineraries while providing support throughout the booking process and conducting several post-booking operations.
The default view in Customer Care is the Itinerary Dashboard. However, additional sections may be available in the top navigation bar depending on the configuration set in the Distribution Channel settings. The possible areas include:
- Group Tours
- Reports
- Components
- Promo Codes
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Please note: Features and actions in Customer Care may vary depending on the chosen checkout workflow and booking process. |
Itinerary Dashboard
The itinerary dashboard allows an overview of all itineraries initiated in TripBuilder. This includes every itinerary created using the application, whether by you, agents or the customers, each identified by unique IDs. The dashboard allows easy search, filtering, and retrieval of the required itinerary.
Upon selecting a specific itinerary, users can access comprehensive details on the trip, including the itinerary, travel components/products, pricing, margins, travel documentation, and a record of past alterations. Moreover, various post-booking operations, such as booking modifications and cancellations, are also possible.
Main General Functionalities
| Functionality | Description | |
| Text Search |
Use the text search to identify a specific itinerary |
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| Filter Options |
Additional filter options are also available close to the Text Search:
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| ID |
These are the itinerary's identifiers, created when a template or "from scratch itinerary" is instantiated. Click on the red highlighted link to be directed to its detailed overview.
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| Column Configuration |
The itinerary overview table is comprised of configurable columns. With the toggle button at the top right-hand side of the table, you can define which columns shall be displayed.
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| Column General Functions |
Use the arrows and binoculars to fine-grain your filtering:
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| Filter By Status |
Filter itineraries based on their status: |
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| Filter By Date |
Filter booked and confirmed itineraries by date:
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Secondary areas
Group Tours
Clicking on the "Group Tours" link at the top navigation bar, the Customer Care user accesses the Group Tours feature.
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Know more: Please check the TripBuilder Group Tours - Overview and TripBuilder Group Tours articles for additional information. |
Reports
Clicking on the "Reports" link at the top navigation bar, the Customer Care user will have access to the Itinerary Report feature.
A configuration popup will be presented where the user can configure the filter criteria for data export.
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Know more: Please check the Itinerary Report article for additional information on this particular report. For other reports available in TripBuilder (and only accessible by a user with a Company Admin profile), please check the Reports article. |
Components
Clicking on the "Components" link at the top navigation bar, the Customer Care user will have access to all components referenced in itineraries.
Promo Codes
Clicking on the "Promo Codes" link at the top navigation bar, the Customer Care user will have access to a dedicated area with the same name.
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Know more: Please check the How to create and use Promo Codes? article for additional information. |
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