New option FIT
From the Availability module, click on the trip to zoom in and click 'add option' on the screen that opens up to the right
Click 'add option'
(Alternatively, you may click a 3 dots / kebab menu to the right of the trip to add an option from the list of trips)
On the 'add option' screen that opens up:
Review trip & price details
Select the applicable rate plan / special and proceed to cabin selection
In the chosen cabin, select the occupancy from the drop-down list, enter the guest's name (optional), specify gender, and click 'add'
A few tips:
You will find applicable Booking / Cancellation policy details for each Rate plan under the question mark icon
To help you identify cabins and support your choice you may refer to the deck plan, just click on a 'View deck plan' above the cabins.
You will also find more details about the cabins and photos for each cabin type clicking on 'Show full cabin information'
Spaces to share in twin cabins will populate the information about the gender if 1 space has been already booked.
View trip and price details upper right corner will open Trip details with included, obligatory & extras.
In the option summary box to the right:
Enter the lead guest name for the booking (optional)
Review Booking amount, guests, commission and Total
Select method of payment
Add comments (optional)
Click 'Proceed' OR 'create option' to finalize
Tip: 'Proceed' will bring you to the next step of adding Extra Services. This process could differ from one vessel operator to another and is optional. In case you find yourself at 'Select extra services' page, you may choose to request the services or to skip it and 'Create option'. Alternatively, Extra services can be requested via Guest Form Applications
Automatic notifications will be sent to you and the vessel operator. You will find a proforma invoice attached to the booking.
New option for groups
Select the applicable rate plan for groups accordingly.
Tip: Once the minimum number of paid guests requirement in the rate plan is met, free of charge (FoC) or discount will be applied automatically.
Tip: If the space usually offered as FoC is not available at the time of creating the group option, standard price of FoC space will appear as a credit - you can then decide to provide a space in a different cabin and adjust the price accordingly.
Follow the same steps as when adding an option for FIT.
New option for full charter
Select the applicable rate plan to book a full charter accordingly.
Depending on a pricing model for Full Charters set by the Vessel Operator, you may see the fixed amount or a compound plan listing spaces similar to a group booking.
Review details and total, proceed as usual.
How to cancel an option
It is possible to cancel options in New, Needs Verification & Verified statuses. Open required options, click on the pencil icon on the right of its status, and select Cancelled. Click Save to confirm the cancellation.
Tip : Options/bookings can easily be exported to an Excel spreadsheet
Tip : Please feel free to use Notes field to highlight important details regarding particular reservation which should be available only to your agency