Mar 29, 2024
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Custom Booking Portals

Guide to Building Custom Booking Portals

1. Introduction to Custom Portals 0:00

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  • Overview of custom booking portals
  • Purpose: Create links for specific customers or embed on a page for quick booking
  • Versatility: Attach to customer accounts, billing accounts, room numbers, or credit cards.

2. Starting the Portal Creation 0:10

  • Begin by adding a new portal
  • Example name: “Fake Hotel” (common for hotel contracts)
  • Options to upload a logo and change header color.

3. Setting Portal Activation Dates 0:33

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  • Set portal active start and end dates
  • For permanent portals, set end date far in the future (e.g., 2099)
  • Define minimum and maximum booking dates.

4. Booking Time Restrictions 1:07

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  • Set minimum hours before booking (e.g., 4 hours)
  • Options for specific date ranges for events like weddings.

5. Portal Options and Features 1:42

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  • Enable pricing if using League Quote Close (LQC)
  • Allow customer to choose service type and vehicle type
  • Options to require email, allow notes, and new passenger accounts.

6. Custom Address Options 2:17

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  • Allow multiple passenger names and stops
  • Options for custom pickup and drop-off addresses.

7. Additional Portal Features 2:49

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  • Prompt for payment details or attach to an account
  • Options for meet and greet, hourly bookings, and fixed group names.

8. Room Number and Trip Status 3:25

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  • Attach hotel room numbers to trip notes
  • Set default status of the trip (e.g., unassigned).

9. Email Notifications 4:06

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  • Options to send emails upon booking
  • Customize email content and subject.

10. Adding Stops to the Portal 6:07

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  • Add normal or airport stops
  • Specify whether pickups and drop-offs are allowed.

11. Adding Agents and Passengers 7:03

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  • Create agent profiles (e.g., Fairmont)
  • Options for passenger name entry (freeform or lookup from account).

12. Finalizing the Portal 8:17

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  • Link to the specific portal and embed code for website use
  • Ensure proper rendering in guest profiles.

13. Conclusion 8:35

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  • Review the created portal and its features
  • Ensure all settings are configured as desired.