CREATING YOUR BOOKING FLOW/REGISTRATION RULES
Once you have created your reservation options, you can follow these steps to learn about how the proposal settings can be adjusted.
Step 14: Click to view your itinerary. It is located on the left directly under the pink writing 'add new itinerary'. Once your itinerary page opens, turn on the proposal button and click on 'settings' as shown below.
OFFERING BOOKING OPTIONS
(this article is based on offering booking options)
Step 15: A pop up window will appear, select 'proposal flow with options' which will be highlighted with a green button at the top.
ARE YOU SHOWING PRICES FOR YOUR OPTIONS OR NOT?
Step 16: Select the following: If you want your prices to be shown and take payment OR prices to be shown and payment is not required OR no prices shown and no payment required.
WHAT IS GOING TO BE AN OPTION AND WHAT IS GOING TO BE AN ADD-ON
Step 17: Under 'options', select which reservations will be your options and what you want as 'add-ons'.
CHOOSING YOUR FORMS
Step 18: Select any form or forms to be filled out while your traveler is picking their reservation options (optional). ex. Insurance Waiver, Special Booking Rules for this trip
NOTE: If you add your credit card authorization form here, your clients WILL NOT have an automatic invoice created for them. We recommend that you do not add a credit card authorization form here. You can add it in the payments section shown in the next step.
PAYMENT/DEPOSIT RULES
Step 19: If you want a payment page to be shown in your booking/registration flow, then check mark the box 'Include the Payment page' as shown below.
CHOOSING YOUR PAYMENT METHODS
Step 20: Select which payment option(s) you are providing to your clients in the booking/registration flow.
Each method you choose will present a box in the payment page as shown in the screenshot below.
NOTE: If you want these payment methods to show content in their boxes, then you have to add that content in your 'payment information' tab.
CREDIT CARD PAYMENT METHOD EXPLAINED
When selecting the Credit Card method as payment for your clients to follow, you are presented with the Stripe connect and Credit Card authorization form options.
Which ever of the two you select, you have to tell our platform whether you want to charge the price you added in your reservations (which are your reservation options in the booking flow) or if you want to charge a planning fee with this method.
NOTE: You can choose both methods if you want. Stripe can be used to collect your planning fee and the credit card authorization form can be used to collect the card numbers so that you can give it to your suppliers to charge.
DEPOSIT RULE & PAYMENT AMOUNT OPTIONS EXPLAINED
Step 21: If you have added a deposit amount when making your reservation option (Step 11 in this article), then by selecting 'Deposit from reservations', our system will read that amount and present it to your client as an option.
PAYMENT AMOUNT OPTIONS:
Choose one or both amount options as shown in the above screenshot.
Options: Pay deposit only and/or full amount of your reservation options.
LAST DATE TO BOOK
Step 22: Here you must add dates for the last date your clients can book and the final payment due date. (These are mandatory fields)
FINISHING UP
Step 23: Once you have completed booking flow rules, press save at the bottom. You can then scroll down and look at your itinerary. Use the green buttons on the left to customize how it will look.
Hint: You may have added a description when you made your reservations. These descriptions will show when your clients are choosing their reservation options. For that reason, showing the descriptions in the itinerary as well may be overkill. You can hide them by turning them off with the green buttons.
Once your clients choose their options & complete the booking flow, you can then turn off the proposal booking flow button and turn on what they chose (green buttons on the client itinerary page) so that their itinerary reflects their choice.
Copy your link via the 'Share' button at the top, and paste it in a new tab so you can see what your client will see. Try going through the booking flow yourself so you may be able to guide them if they ask you any questions.
