Category: Quick Start Guide

Let’s create a contact! Click New Contact on the toolbar in the main window.  The customer profile window will open. In the Name tab, enter the First and Last name of the customer. Optionally enter the Title or Salutation. Optional.  Enter the Email address and click Add. Optional.  Click the Home tab and enter home address and phone numbers. Optional.  Click the Business tab and Read More

1. Install the Booking Agent The Booking Agent software allows employees to manage all aspects of the reservations process including customer bookings, profiles, check in and scheduling.

Let’s create a new booking! Click New Booking on the toolbar in the main window.  The Find Availability window will open. In the Search tab for the Date Range field, enter the Departure Date. Optional.  Press ALT + D or click on the calendar icon (right side) to bring up the date selection window. Optional.  Check off the second date field to search a departure date Read More

Let’s check in a booking! Select the Schedule tab from the main window. Select the schedule you wish to check in. Press ENTER or double click.  The manifest window will open. Select the booking to be checked in and click Properties or press ENTER. Click the Checked checkbox. Optional.  Click the Board button. Click the Luggage tab. To add luggage, enter the number of bags Read More

Let’s create a new schedule! From the main window, click New Schedule. The schedule window will open. In the General tab, enter the basic schedule information. Enter a Schedule. Select a Segment. Select an Equipment. Select the Status. Click the Legs tab. Click Add. Select the Departure location and enter a date and time. Select the Arrival location and enter a date and time. Click Read More