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How do I?

Modified May 28, 2018 | Created November 22, 2017 | Jeff Valair

Filed under System Setup

Quick reference to setup instructions.

How do I setup a scheduled service?

  1. Setup Pricing
  2. Create a Schedule
  3. Add pricing to a tier
  4. Batch a Schedule

How do I setup a tour?

  1. Setup Pricing
  2. Create a Schedule
  3. Add pricing to a tier
  4. Batch a Schedule

How do I setup a charter?

  1. Create a Schedule
  2. Setup a Class
    Set Booking Options for Web Bookings to Closed for all classes.

How do I add a new tier?

  1. Tiers and Policies in Core Concepts
  2. Setup Tiers and Policies
  3. Add a tier to a route
  4. Tiers in Manage Schedules

How do I setup a gift certificate, denominational or re-chargeable card?

  1. Setup Vouchers
  2. Setup Payments
    Method of Payment: Voucher

How do I setup commissions?

  1. Setup Agents
  2. Setup a commission
  3. Commissions

How do I setup a loyalty plan?

  1. Setup Plans
  2. Setup a loyalty plan
  3. Add contact to a loyalty plan
  4. Loyalty Plans
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