Groups Documents

Owned by Oz Akman
Last updated: Mar 20, 2023
2 min read

Group Documents Overview

Under the documents tab on the groups summary page, there are four different documents that users can manage and update without accessing the back-office screens.  These documents are as follows:

  • Quote Letter

  • Cofirmation Letter

  • Statement

  • Technical Itinerary

Upon initial set-up, users can create standard, default text within the Supplier Amenity for the itinerary and the technical itinerary option.  Users will also have the ability to edit this information as well as the package highlights and miscellaneous information on the front-end.  This provides users with the flexibility of tailoring the information per group.  

Example

Users may enter a general itinerary for a sight seeing tour that is offered in wine country.  This includes some of the stops that passengers will take along the way and details of the wineries.  

The Miller family will be taking this tour during their family reunion, however, this custom group is being offered additional amenities on the tour such as a souvenier glass at each stop.

Users can generate and view the standard itinerary under the documents section and can edit the details and information as it relates to the Miller group.  

The documents can be accessed once the group is accessed in reservations.  

 

 

Document Sections

There are four different sections that users can updated for the Quote Letter, Confirmation Letter, and Statement.

  • Logo

    • The logo used under the INV-LOGO section in booking rules will generate in the logo section.  

  • Itinerary

    • A generic itinerary can be added per supplier and service under the supplier amenities screen in product.  If not details are added into the amenities screen, then users can select "generate itinerary."  After selecting "generate itinerary," a default itinerary will display, allowing users to enter the day by day details onto the screen.  

  • Highlights

    • Selecting "generate highlights" will pull a generic template for users to update.  The details that are typically entered into this section are the highlights of the trip such as a  high-level overview of the trip and inclusions or amenities they will experience throughout their trip.  

  • Miscellaneous Information

    • This section is designed to highlight everything that is not included in the trip.  Examples would be highlighting additional fees or taxes that a passenger may be responsible for while they are on their trip.  

Users can update the technical itinerary details under the supplier amenities screen in the product subsystem if they want to enter a basic template of their own.  Similar to each of the above options, users also have the opportunity to manually enter in all of the custom details as they pertain to the technical itinerary of that group.  

Updating the text

The below videos provides an overview of how to generate the templates and how to update the text.  

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