How To: Set-Up a New Trip
This will show a user and give step-by-step instructions on how to set-up a new Trip in the RS system.
Go to System Set-Up then Trips:
Next go to Create:
Once on this screen, a user will go through each step on the left, hand side to set-up their new Trip from start to finish:
To begin, start on the General tab and go ahead and select the first three Disable options at the top:
This will allow you to work on the Trip and set-up without it being live until you are ready to put it in the Booking Portal.
Next you will need to name your Trip, put in a Description, choose a Main Image and/or add any Additional Images(these will all show in the Booking Portal), add a Youtube.com url of your business if you have one, then add any Depature Details/Directions, any Agreement statements, Address and Tax %(if the user is not sure about this, Support will add).
The user will then select Save , and be re-directed to the List of Trips. The user will then need to click Go for the Trip they are building to continue editing:
A user will move on to the next step, Scheduling Details. Here the user can set-up Cut-Off times, Default Close Out Time, Duration for the Trip and if they want to use the Calendar in Booking Portal then the user will select Save:
Next a user will move on to set-up the Schedule for the Trip. A user will select "Use Schedule" then select the + sign to add in any schedule times available, cut off hours and min/max tickets required:
Once done a user will select Save and move on to the next step, Equipment.
If the user already has Equipment built out they can select from the drop down here and then select Save:
If a user has not built the Equipment yet, they will need to go to System Setup and select Equipment:
Once on the Equipment List, a user can see their current Equipment or Create a new one:
A user will select Create and fill out the form for each piece of Equipment. So if you are entering Jet Skis, you will need to enter a form for each Jet Ski you want to sell:
Then they will show on the List of Equipment available:
Once done setting up the new Equipment, the user needs to go back to System Setup, Trips and select "Edit" then Go for the Trip they were originally creating.
Go back to the Equipment tab on the left side of the screen, and choose the Equipment to add that you just created. The user can enter the max number of places/tickets available for this peice of equipment, priority and any description then select "Save":
The user then will move onto Tickets to set-up the name, price, availability both on RS and Tripshock, duration and a minimum amount of tickets then select Save:
If there are any options for the Trip the user is creating, the Options tab is where they will add this. This could include for the customer to add the option of a insurance, cooler, tee shirt, jet ski, etc.
The last step for the Trip set-up is the Other tab. Here a user can add a Special Status that will show in the Booking Portal or a Custom Text that will be sent to the customer:
From here the user will need to use Calendar Controls to set-up any further pricing, ticket amounts, stop sells, restrictions, etc.
Once the user is ready to set the Trip live, they need to go back to the General tab and remove the disable check marks then select Save:
The final step is to let someone on the Support Team know of the new build so they can approve it to appear in the Booking Portal: