Booking Notes

This is the sixth of eight tasks described in this user manual for changing booking or quote details.

NOTE: The numbering is simply for reference - there is no particular order in which tasks need to be completed and, depending on the Booking, they might not all be needed.

The full list is:

There are Booking Notes and Agent Notes:

Booking Notes allows free-format notes to be added to the Booking under a range of predefined Note Categories, which must first have been set up via Home > System > Code Setup > Messaging > Notes. Notes can be output on documents and messages to both agents and suppliers.
Booking Notes will sort data by note category.
Agent Notes allows viewing (read-only) of notes attached to the agent.

NOTE: Notes added in this screen apply at the Booking Header level; i.e. to the whole booking rather than to a specific booking service line.

Insert/modify a booking note

If you haven't already done so, search for and retrieve a Booking to work with (see Retrieve an Existing Group Booking).
The default view for a Booking is the Dashboard View.
To examine and work with Booking Notes, from the Groups menu, select Groups > Booking Details > Booking Notes.
1. Click the Groups hamburger menu to open it:
2. Click the Booking Details menu option to expand it:
3. Click Booking Notes to retrieve a list of notes attached to the booking (if any):
From the list of Booking notes returned, click any existing note to open it. To add a note, click Insert.
On the Booking Notes screen, choose a category type from the Category Type drop-down list.

NOTE: The Category Types available depend on the itinerary chosen.
Enter text in the body of the Booking Note and format as required.
Click Save to keep the changes.
Click Exit to discard any changes.

NOTE: If a booking note does not appear in the list for a particular itinerary, then the note does not apply to that itinerary.

For example, this booking note applies only to the Optional Sights itinerary. Select any other itinerary attached to this booking and the note will not appear (apart from the default itinerary, which lists all booking notes for all itineraries).

About Booking Notes Formatting Fields

The rich text editor section (or body) of the note is a blank page for the booking note text to be inserted or edited.

The Editing screen has the following items:

Format type	Format Option Descriptions
Format	Format of the text
Font	Font of text (will default from Tourplan INI Setting DEFAULTFONT)
Size	Font Size of text (will default from Tourplan INI Setting DEFAULTFONTSIZE)
	Style, Font and Font Size. The available styles and fonts are defaulted from the INI settings noted above. Supported fonts are included in the System Setup User Manual - INI Settings DEFAULTFONT
	Bold - highlight the text to be bold faced and click this button
	Italics - highlight the text to be italic and click this button
	Underline - highlight the text to underlined and click this button
	Colour of text – highlight the text to change the colour and click this button
	Numbered bullet points - click this button to create a numbered list
	Bullet points - click this button to create a bullet pointed list
	Left aligned text - click this button to justify text on the left margin
	Centre aligned text - click this button to centre text between the left and right margins
	Right aligned text - click this button to justify text on the right margin
	Insert a URL link – click this button to insert the text you want showing as a hyperlink and insert the required URL
	Upload an image – click the upload button to upload an image. Locate the image file to Open, and select Add NOTE: Image size guidelines are determined by each user company’s procedures.
	Insert a table – click this button to insert a table
	Cut text (Ctrl+X), highlight text to be cut and click this button
	Copy text (Ctrl+C), highlight the text to be copied and click this button
	Paste text (Ctrl+V), place the cursor at the point where copied/cut text is to be placed and click this button
	Selecting this button will show the text editor in CSS styling source code