Get started with the TripBuilder consumer IBE in combination with marketplace supply and reservation request. This article walks you through the most important steps.
- Details Explained
- Getting Started
Nezasa's TripBuilder IBE with marketplace supply provides an all-in-one solution to sell personalized itineraries over your own website to consumers. Most customers opt for our default solution which comes with online payment. Read More
However, if you prefer to give consumers the planning tool without online payment, then 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 cover gathering the PAX details and then triggering a reservation request. The consumer as well as you will receive an email notification. From this point onwards, the consumer doesn't use anymore the TripBuilder IBE on your website.
Step 2 - Check Booking Request
As tour operator, you check the reservation request and perform the booking with your tour operator user in the TripBuilder. If the itinerary contains components from the Nezasa marketplace, you'll be asked to pay by credit card. This is your corporate credit card, not the consumer's credit card.
- Open the booking in Cockpit Customer Care
- Verify if the itinerary is sound. At this point, you are still free to adjust the itinerary. No third-party supply has been booked yet.
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 detail view of this itinerary. That's the place where internal remarks related to the booking can be stored.
Step 3 - Get Consumer Pre-Payment
Ask the consumer to pay. Because your IBE is without the online payment feature of TripBuilder, you'll need to get the payment from the consumer outside of TripBuilder: be it by invoice, cash if the consumer is in your office, or use another online payment solution (Stripe, Payrrex, 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 Nezasa marketplace, you'll be asked to pay by credit card. This is your corporate credit card, not the consumer's credit card.
- You should be logged in with your user
- Open the booking in TripBuilder (e.g., use the link for collaborators in the sidebar of Customer care)
- Go through the checkout and trigger the booking.
Step 5 - Inform the Consumer
All is done. Send the consumer now or later vouchers and travel documentation.
The onboarding process documented in form of checklists. The Nezasa support will guide you through the steps, of course. The process is similar to the one including the online payment, except that the additional terms and conditions can be skipped and are thus not listed on this page.
Checklist - Agreements & Terms
This three, contractual steps are required to get started.
Subscribe to the product plan “Standard” or higher.
Order the Consumer IBE & Accept Service Terms
Please trigger the consumer IBE setup process with Nezasa support and accept the Nezasa service conditions for consumer bookings.
When doing so, please inform us that you opt-out of the online payment feature and would like to have the reservation request checkout configured.
Checklist - IBE Configuration
This checklist goes through configuration options available for your IBE.
Base Setup by Nezasa
Get confirmation that Nezasa has enabled the consumer IBE for you.
Example: your main domain is “www.company.com” and you choose to use “ibe.company.com” for the consumer IBE of Nezasa.
Embed IBE into Your Website
Set up a path and page on your website where the IBE will be integrated.
Configure your IBE
There are plenty of configuration options available. Here the most important ones:
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: