Page Comparison

Removing Deposit details from Markets Screen 

Who it affects:

• Customers who will be offering echeck as a payment optionAnyone who is setting up deposit and final payment rules.

Why we care:

• Allows internal users to store necessary information in one location that will support the ability to process a payment using the echeck process.

Summary

We are introducing a new eCheck API Settings screen within the System Settings area of our software. This new feature will allow users to input and manage the necessary information for eCheck and ACH processing.

Benefits to the User

• Streamlined Process: Users can now easily configure eCheck settings similar to how they manage credit card settings.

• Integrated Management: All payment processing settings (both credit card and eCheck) can be managed from a single location within the system.

• Ease of Use: The interface will be familiar to users, as it mirrors the existing Credit Card API settings screen.

Key Features

1. New Menu Option:

   • Located under System Settings → eCheck API.

   • Clicking this option will take the user to the eCheck API Settings screen.

2. eCheck API Settings Screen:

   • Similar layout and functionality to the Credit Card API settings screen.

   • Users can add new settings by clicking an "Add New Setting" button.

   • A modal will prompt users to input the brand and currency for the new settings.

   • New sections for each brand/currency combination will appear, containing the necessary input fields.

3. Saving Settings:

   • Settings are saved in a similar manner to the Credit Card API settings.

Store bank details as it relates to echeck in contact’s profile

Who it affects:

• Anyone who is offering echeck as a form of paymentMore direct process for internal teams.

Summary

Simplified Market Screen Search

We’ve made an important update to the Markets screen to improve your experience. The Final Payment Rule and Deposit Per Person search parameters have been removed. These fields are no longer relevant, as their associated data is now managed in the Booking Rules area.

Why This Matters:

• Improved Usability: By removing outdated search options, we’ve streamlined the search process, making it easier to find the information you need.

• Enhanced Efficiency: Eliminating these unnecessary parameters also helps speed up the search process, ensuring quicker results.

This update ensures that you’re only using search fields that are current and accurate, reducing confusion and improving overall performance.

Copy Res feature in Reservations NEXT

Who it affects:

• Internal individuals that use Reservations NEXT.

Why we care:

• Less manual steps to input details into the contact’s profile/history.

Summary

When users submit an eCheck/ACH payment in Softrip, the contact billing record will now be saved in the same way it is for credit card payments. This enhancement allows users and passengers to make additional charges using the saved eCheck payment information.

Benefits to the User

• Improved User Experience: The process mirrors the existing credit card billing system, making it intuitive for users.

• Automation: Details automatically save in the end-users profile (the contacts) in Softrip’s CRM so internal users do not need to add those details manually.

Key Features

1. Saving eCheck Payment Information:

   • When a user submits new bank account information, Softrip will save the data similarly to the credit card process.

   • The system will create a record in MrkContactBilling with the following details:

     • Seq: Next Billing Sequence.

     • CType: ACH (hard-coded).

     • CNumber: Masked bank account number (last 4 digits).

     • PNRef: Token.

     • CHolder: Name on account.

     • WhoStamp: User making the payment.

     • DateStamp: Current date and time.

2. Handling Additional Charges:

   • The eCheck payment process will be enhanced to allow users to choose between new and existing bank accounts.

   • After selecting eCheck as the payment method, users will see a dropdown to choose from saved bank accounts or add a new one.

   • The dropdown will list existing bank accounts (filtered by CType=ACH) and include an option for "Use New Bank Account".

   • Selecting "Use New Bank Account" will display a form for entering new bank account details.

   • Selecting an existing account will hide the form and only display the amount to charge.

3. Integration with Softrip's Payment Processor:

   • The system will ensure that the correct tokens are charged and the payment is processed through Softrip's payment processor.

Additional Notes

• Ensure that the system correctly saves and retrieves eCheck payment information without affecting existing credit card data.

• Users will experience a seamless process for managing both new and existing eCheck payments.

By implementing these changes, Softrip will provide a more comprehensive and user-friendly payment processing experience for eCheck transactions, similar to the existing credit card system.

Add the reservation number as a filter option in Data Export

Who it affects:

• Anyone who is using the data export option to access passenger information.

Why we care:

• Provides internal user with relevant information as it relates to passengers and bookings.

Summary

We are adding a new feature to the Data Export screens that will allow users to search for passengers by a specific reservation number. This enhancement will make it quicker and easier to retrieve passenger information without having to filter through all the results.

Benefits to the User

• Faster Search: Quickly access passenger information by entering a specific reservation number.

• Streamlined Process: Simplifies the search process, eliminating the need to apply multiple filters.

• Improved Efficiency: Reduces time spent on finding specific passenger details.

Key Features

1. New Reservation Number Filter:

   • A new filter for Reservation Number will be added to the search parameters in the Data Export screen for the "Passengers" dataset.

   • This filter will be placed above the Tour Code filter for easy access.

2. Functionality of the Reservation Number Filter:

   • When a reservation number is entered, the system will ignore all other filters and parameters.

   • The search results will only display passengers associated with the entered reservation number.

3. Search Behavior:

   • If a reservation number is provided, the query will override all other filters and return the relevant passenger information for that reservation.

   • If no reservation number is entered, the search will function as usual, applying any other filters provided.

Additional Notes

• The new filter ensures that users can quickly narrow down their search to specific reservation numbers, enhancing the overall user experience.

• This change will be reflected in the Data Export screen mockup for visual reference.

By incorporating this new Reservation Number filter, Softrip aims to improve the efficiency and user-friendliness of the passenger search functionality within the Data Export screens.

Updates to the FIT Group Landing Page

Who it affects:

• FIT Groups

• Individuals who are using the out of the box landing page template

Why we care:

• Provides external users with clarity on inventory

Summary

We are updating the FIT Groups landing page to address several challenges users and customers face. These updates aim to improve clarity and accuracy on both desktop and mobile versions of the page.

Benefits to the User

• Improved Clarity: Clearer labels help users understand the booking options, particularly regarding pre- and post-night stays.

• Accurate Information: Removes potentially misleading information about room availability.

• Consistent Experience: Ensures a consistent user experience across both desktop and mobile platforms.

Key Features

1. Updated Headers:

   • Change the “Available Dates” header to “Group’s Held Dates.”

   • Change the “Available Nights” header to “# of Held Nights.”

2. Remove Inaccurate Column:

   • Remove the “Max Rooms Avail” column, which only reflects availability for the first night and can be misleading.

3. Enhanced Date Customization:

   • Change “Select My Dates” to “Customize My Dates.”

   • Include a new text near the “Customize My Dates” field:

     Code Block
     You may be able to request additional nights before and/or after the group’s held dates. Click to customize your dates.

4. Rule-Based Customization:

   • A new booking rule, PKGPAGEDATENOTE, will allow the additional text to be customized per Brand/Product.

Implementation Details

• Desktop and Mobile View:

  • All changes will be reflected in both desktop and mobile versions of the FIT Group package landing page.

  • On mobile, the “Available Dates” header will be consistent with the desktop view.

Additional Notes

• These changes aim to provide a clearer, more accurate representation of booking options, enhancing the overall user experience.

By implementing these updates, Softrip will resolve existing issues and provide a more user-friendly and accurate booking experience on the FIT Groups landing page.

Additional Columns in the CC Defaults table

Summary

We are enhancing the Credit Card Defaults screen by adding several new columns to the grid. These columns, already present in the form, will allow users to review data more easily without having to click on individual records.

Benefits to the User

• Improved Data Visibility: Users can see all relevant information at a glance without navigating into each record.

• Efficient Data Review: Simplifies the process of reviewing and comparing credit card default information.

Key Features

1. New Columns Added:

   • The following columns will be added to the end of the current grid (after the Brands column):

     • Merchant Number: Displays data from AccCCDefaults.MerchantNo.

     • Merchant Name: Displays data from AccCCDefaults.MerchantName.

     • Phone: Displays data from AccCCDefaults.Phone.

     • Processor: Displays data from AccCCDefaults.Processor.

     • Notes: Displays data from AccCCDefaults.Notes.

     • Additional Data: Displays data from AccCCDefaults.AdditionalData.

     • Who Stamp: Displays data from AccCCDefaults.WhoStamp.

     • Date Stamp: Displays data from AccCCDefaults.DateStamp.

2. Data Source:

   • All new columns will pull data from the respective fields in the AccCCDefaults database table.

• Easier option to create new reservations.

Summary

Release Note: Enhanced Reservation Copy Functionality

We’ve upgraded the reservation system to include more flexible options for copying reservations, similar to the capabilities previously available in Res Net. Now, you can easily copy a reservation with or without passengers, giving you more control over the reservation process.

New Features:

• Copy Reservation with Passengers: This option allows you to duplicate an existing reservation, including all passenger details.

• Copy Reservation Only: This option duplicates the reservation without including passenger details.

Both options are available under the Actions menu for internal users and are accessible in both desktop and mobile views.

Why This Matters:

• Increased Flexibility: These new options make it easier to manage reservations, whether you need to carry over passenger information or start fresh.

• Improved Workflow: Automatically resets certain fields to ensure the new reservation is treated as a separate entity, avoiding any confusion with the original booking.

• Consistent Experience: After copying, the new reservation is immediately opened in the cart, allowing you to quickly finalize details and complete the process.

These enhancements streamline the reservation process, providing internal users with the tools they need to manage bookings more efficiently.

Display Remarks Separately in Vacation Builder

Who it affects:

• Anyone using Reservations NEXT

Why we care:

• Displays additional information that operators may want to relay to passengers.

Summary

Release Note: Improved Display for Remark Items in Vacation Builder

We’ve enhanced the Vacation Builder shopping results to better display remark items, ensuring a clearer and more organized presentation.

What’s New:

• Clearer Display: Remark items now appear separately from services, with only the description shown, avoiding any confusion with service items.

• Streamlined Look: Remark items no longer show unnecessary details or pricing information, making it easier to understand your options.

Why This Matters:

• Enhanced Clarity: By distinguishing remark items from services, the results are now more intuitive, reducing the risk of overlooking important details.

• Improved Organization: Services are better grouped together, providing a more cohesive shopping experience.

This update makes it easier to navigate and understand the available options during the reservation process.

Expose Availability in Reservations NEXT

Who it affects:

• Individuals who work with inventory and are using Reservations NEXT

Why we care:

• Exposes the inventory to the passengers directly during the shop and booking process.

Summary

Release Note: Enhanced Service Availability Display in Vacation Builder

We’ve updated the Vacation Builder to provide clearer information on whether services are available or on request, ensuring you can confidently book services that can be confirmed.

What’s New:

• Availability Status: The shop results now clearly indicate if a service is available, on request, or unavailable.

• Detailed Display: For non-hotel services, availability information will appear either in a new column or beneath the service description, depending on the service type.

Why This Matters:

• Better Booking Decisions: By clearly showing which services are on request or available, you can avoid booking uncertainties.

• Improved User Experience: The display enhancements make it easier to assess availability at a glance, saving time during the booking process.

This update helps ensure a smoother, more reliable booking experience by giving you the visibility needed to make informed decisions.

To and From Destination for Rail Services

Who it affects:

• Individuals who offer rail services and work in reservations next.

Why we care:

• Makes filtering the rail services results easier.

Summary

Release Note: Enhanced Rail Search Functionality in Vacation Builder

We’ve added a new feature to the Vacation Builder that allows you to select both a starting and destination city when booking rail services, making it easier to find the exact routes you need.

What’s New:

• Destination Filtering: A new “Rail To Destination” dropdown has been added, enabling you to specify where you want to go with your rail service.

• Streamlined Search: The search results are now filtered based on your selected destination, allowing you to quickly find relevant rail services without sifting through unnecessary options.

Why This Matters:

• Improved Usability: Narrowing down your search by destination helps you save time and ensures you’re booking the right rail service for your travel plans.

• Efficient Booking Process: This enhancement simplifies the rail booking process, making it more intuitive and user-friendly.

With this update, finding the right rail service is faster and more straightforward, allowing for a smoother booking experience.

View Car Rentals on the Reservations Cart

Who it affects:

• Individuals that sell car rentals and is on reservations next.

Why we care:

• Clear display of car rentals on the reservations NEXT cart for passengers.

Release Note: Improved Cart View for Car Rentals

We’ve made key updates to the cart view for car rentals, ensuring important details are easier to access and understand.

What’s New:

• Always Visible Pickup/Dropoff Info: The pickup and dropoff details (date, time, and location) are now always displayed, eliminating the need to click a link to view this information.

• Simplified Links: The “More Info” link now consolidates all additional details, including location information, amenities, and descriptions, into a single, easy-to-access section.

Why This Matters:

• Enhanced Clarity: By displaying the most important information upfront, you can quickly review and confirm your car rental details without extra clicks.

• Streamlined Experience: The update reduces clutter and makes it easier to find all relevant details in one place.

These changes make the car rental booking process more intuitive, helping you make informed decisions with greater ease.