Travel Agent Docs

Travel

Travel section is for daily operations, managing packages and bookings in the Travel Agent Operation.

Purpose

The Travel section is where you manage your day-to-day work — creating tour or event packages, handling bookings, and processing payments.

Key Components

The Travel section includes several key components:

  • Packages: Create and manage packages that can be booked, including prices, payment options, actions, and availability for each offer within the action.
  • Bookings: Track individual bookings, a booking consists of
    • Traveler/Attendee: The individuals that are included in the booking along with the prices and activities
    • Traveler/Attendee activity: An activity that the traveler or attendee has purchased with bookings along with prices and dates
    • Payments: Payment schedule for each booking
  • Travelers/Attendees: Manage information on individuals that are part of your booking, including their contact information, passport details, activities (addon prices), and more.
  • Journal: Create travel journals with travelers that have been sold a package. Once the journal is posted, bookings are created.
  • Reports: Generate reports for flights, hotels, passports, and more
  • Payments: Handle all payment and collection of funds for bookings

Getting Started

To get started with the Travel section:

  1. Setup - before starting to create Travel Packages, you need to understand some basic setup. This includes configuring the following:
    • Parameter
    • Action
    • Payment Method
    • Destination
    • Brand
    • Item
  2. Review Packages to understand how to create and manage travel offerings.
  3. Review Bookings for managing travelers/attendees, reservations, and payment schedules.
  4. See options for Travelers and their action options and price breakdown.
  5. Understand how the Journal is used to add travelers to a package and create bookings.

Each section provides detailed instructions for efficient travel management operations.

Main Features