Insert an accommodation service

1. Services are added from the Itinerary menu:
   1. Select menu Groups > Itinerary to show the itinerary for the Booking.

      1. Click the Groups hamburger menu to open it:

         

      2. Click the Itinerary menu option to show the itinerary for this booking:

         

   2. Click Insert New Service.

      

   NOTE: If there are no products yet added to the Booking, the list of services will be empty.

2. From the Service Insert screen (Selection tab), select the appropriate accommodation service type from the All Service Types list (e.g. Accommodation) and in the Location drop-down field, select the relevant location (e.g. CHC - Christchurch). You can also enter other search criteria to reduce the number of results returned.

   

   If there is more than one itinerary available for the booking, the NOTE: Itinerary drop-down field appears above the Location field. If the booking has only one itinerary, as in the above example, the Itinerary field is not shown.

   

   NOTE: Fields and selections available on this screen are described fully in About the Service Insert fields (Selection tab).

3. Click Find Products.

   

4. Products matching the Service Type and location are returned in the Results tab. Find the product to add and click Book or Hold as required.

   

    

   NOTE:  

   • Clicking Hold will 'tag' and hold the product until it is formally booked. For example, multiple products for a particular location can be tagged as held and then all held products can be booked in one step.
   • Additional fields and selections available on this screen are described in About the Service Line Insert Fields (Results tab).
   Any products that are held appear under the Held tab.

   

   NOTE: Additional fields and selections available on this screen are described in About the Service Insert fields (Selection tab) (Held Services).

5. Go back to the Results tab and click Book beside a product to show full details of the accommodation product selected (there is still one more opportunity to exit before the service is actually saved).
   

   

   NOTE:  

   • If you don't need to examine a product's details, or there are multiple Held products to book, you can stay on the Held tab and click Book Held Services.
   • Additional fields and selections available on this screen are described in Add Services to a Group Booking
6. Click Save to keep the changes.

   

7. Click Exit to discard any changes.

   

8. Once you click Save, the service is saved and the Itinerary view of the Booking is displayed.

   

You can now add another service (see Add Services to a Group Booking) or manage other parts of the booking (see Managing Existing Group Bookings.

NOTE: Some services may require manual pricing - if this is the case, the Service rate requires manual pricing entry screen appears and you will need to manually add pricing information (see Manual/Edited Pricing).