Guide to Building Custom Booking Portals
1. Introduction to Custom Portals 0:00
- 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
- 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
- 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
- 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
- Allow multiple passenger names and stops
- Options for custom pickup and drop-off addresses.
7. Additional Portal Features 2:49
- 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
- Attach hotel room numbers to trip notes
- Set default status of the trip (e.g., unassigned).
9. Email Notifications 4:06
- Options to send emails upon booking
- Customize email content and subject.
10. Adding Stops to the Portal 6:07
- Add normal or airport stops
- Specify whether pickups and drop-offs are allowed.
11. Adding Agents and Passengers 7:03
- Create agent profiles (e.g., Fairmont)
- Options for passenger name entry (freeform or lookup from account).
12. Finalizing the Portal 8:17
- Link to the specific portal and embed code for website use
- Ensure proper rendering in guest profiles.
13. Conclusion 8:35
- Review the created portal and its features
- Ensure all settings are configured as desired.