Introduction to Customer Care

Customer Care is the place where all itineraries are listed and the booking process takes place.

Features:

  • Itinerary Dashboard: showing all itineraries from "In planning" to "Booked" status;
  • Detailed itinerary information: program, travel components/products, prices, margins, travel documentation, historical changes.
  • Perform changes in the itinerary: booking changes, cancellations;
60d2f2bf376a9.png

Please Note: There is a basic set of features and actions available. The amount and possibilities may vary depending on the chosen checkout workflow and the defined booking process. 


Itinerary Dashboard 

In the itinerary dashboard, you have an overview of all itineraries which have been started in the TripBuilder application. This includes all itineraries that you, your agents or end customers have started to plan directly on the application and which are identified with individual IDs. 

The dashboard allows you to search, filter and find the itinerary you are looking for. 

Dashboard Functionalities:

Functionality  Description 
Text Search 

Use the text search to look for a specific itinerary

60d2f2bfe5c01.png

Filter Options

Additional filter options next to the search field are:

60d2f2c073792.png

  • Include Discarded shows deleted itineraries in the itinerary overview table. 
  • Has Upsell Bookings allows you to filter for all bookings which have upsell products included. 
ID

This is the itinerary identification which is created as soon as a template or "from scratch itinerary" has been instantiated.

Click on the red highlighted link to be directed to the detailed overview of the itinerary. 

60d2f2c108c27.png

Columns 

The itinerary overview table has different columns with different information of the itinerary. With the toggle on the right-hand side, you can define your own column settings depending on your needs. 

60d2f2c195682.png

Column Function

Use the arrows and binoculars to fine-grain your filtering: 

60d2f2c391283.png  60d2f2c2ec948.png 60d2f2c251443.png

Filter By Status 

Filter itineraries based on their status: 

60d2f2c42a0cb.png

Filter By Date

Filter booked and confirmed itineraries by date: 

60d2f2c4b3ca8.png

 

Promo Codes

Additionally to the itinerary overview, Promo Codes can be generated within the Customer Care area. Read the following article on Promo Codes for more information. 

60d2f2c545874.png


Please Note: Promo codes are not generally enabled. Please send us an inquiry here


 

Comments

0 comments

Please sign in to leave a comment.