There are two ways to access previously created options:
Under Options/booking module: click on the option reference # in blue
Under Availability module: click the trip to open details and then click on the option reference # in blue
Tip : Options/bookings can easily be exported to an Excel spreadsheet
Changing option status
Click the pencil icon on top of the option details screen and select the status from the status drop-down. For options requiring verification possible status are Verified, Waiting for payment, Cancelled. For new options possible statuses are Waiting for payment, Cancelled. All other statuses (Expired, Deposit, Paid in full, Completed) are automated.
Editing discounts, surcharges and commission
To modify total amount for booking total
Click 'Manage booking total discount/surcharges/commission' on the option details screen and a pop-up will open
In the pop-up:
Click 'Add surcharge(s)' and for each new surcharge specify: name, type (commissionable or non-commissionable), and amount
Click 'Add discount(s)'. Select 'Choose from my discounts list' to apply one of the standard discounts or select 'Apply custom discount' to manually create a new discount (specified as % or amount)
Modify agent commission % or amount (only applies to options made via agents)
Click 'Save' to apply changes
To modify amount for each guest individually
Click 'Guests' (to the right of 'Summary' in blue), triple dot symbol beside the guest, then click 'Manage discounts/surcharges and a pop-up will open
In the pop-up:
Click 'Add surcharge(s)' and for each new surcharge specify: name, type (commissionable or non-commissionable), and amount
Click 'Add discount(s)'. Select 'Choose from my discounts list' to apply one of the standard discounts or select 'Apply custom discount' to manually create a new discount (specified as % or amount)
Alternatively click Expand Guests & Details on the Summary tab and the list of guests will appear. Click triple dot symbol beside the guest, then click 'Manage discounts/surcharges' and a pop-up will open.
Click 'Save' to apply changes
