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How to make a booking using the BOOK NOW button

The BOOK NOW function allows the user to complete a booking of a product through the Triparound platform quickly and easily.

Updated over a month ago

The BOOK NOW button is always visible on the top right-hand side of the page.

Once you click on it, select a product type from the drop-down menu.

Then, select a specific product/activity from the drop-down menu.

Note: The text field is searchable (for the activity/product to appear just type its name).

Additionally, the filters (Type, Suppliers, Category, Tags) can be used in order to easily search and locate products that have been associated with these specific elements.

  • Type: Select the product type to be displayed:

    • Own Experiences: Refers to experiences that belong to the Business and have been logged within the platform.

    • Products deriving from integrations

  • Suppliers: Select one or more suppliers in order for the associated products to be displayed.

  • Category: Select one or more categories in order for the associated products to be displayed.

  • Tags: Select one or more tags in order for the associated products to be displayed. Note: Tags can be added within the product's Fundamentals > About section.

By clicking on the Preview button more details about the specific product will be shown.

Click BOOK at the bottom of the page to proceed to the booking process of the particular product. Alternatively, click on Back at the top of the page to return to the list of products.


1. Schedule

On Schedule, select the number of participants/ quantity and the date from the calendar.

Note: Available days are indicated in blue.

Once you click on an available date, the available time slots will appear.

Select the time slot and click APPLY to continue.


2. Price

On Price, select the appropriate price from the available options and click APPLY to continue.


3. Checkout

On Checkout, fill in the required sections (Customer Info & Booking Info).

Select the appropriate action (Book, Propose):

  • Book: Availability will be reserved and the appropriate status is applied according to the product's configuration.

  • Propose: Availability is not reserved and the status Proposed is applied.

    Note: The Propose action can be used for marketing and sales purposes in conjunction with the Guest App feature.

To learn more about the booking statuses click on Booking Statuses.

Search Customer

In case the customer’s information is already in the Triparound platform from a previous booking, then by inserting the email of the customer certain fields on the Customer Info section will be automatically populated.

Customer Info

IMPORTANT NOTE:

If the Customer Info on the Checkout section is left blank and no data is inserted, the system will automatically take the user's information in order to complete the booking.

If this section is left blank, the user should go back into the specific booking at a later time and complete the correct customer details. Additionally, please keep in mind that if this section is not completed, the customer will not receive any email or SMS notifications or future status updates regarding the booking. Moreover, bookings will not be associated to the specific customer/guest and therefore will not be shown on the Guest app.

Click on the following link to learn more on How to create the Guest App.


Require customer to accept terms

This will be displayed only if the specific function Require customer to accept terms in Back Office has been activated in the “Company settings”.

Note: This function creates a specific email/booking sequence making it mandatory for the customer to accept the terms and conditions of the particular experience before the automated booking process can proceed. The concierge can bypass this process during this specific step by deactivating the feature.


Booking Info

Custom fields

This section includes any Custom Fields that have been selected to appear for the selected activity. Depending on the selected setting, the Custom Fields may be a mandatory requirement in order to complete the booking.

Example: Room Number

Payment Method

Select the desired payment method from the drop-down menu:

  • Pay on the Day, means that the customer pays directly on the day of the experience.

  • Room Charge, means that the payment will have to go onto the customer’s room bill – this does not happen automatically.

  • EveryPay Credit/Debit Card, means that the customer can pay using his card.

    Note: In order to do so, the customer must be sent the Payment Link found in the Bookings > Actions section of the specific booking.

Customer Notes (exposed to customer)

Fill in any required note (will be displayed on the email notification sent to customer).

Internal Notes (not exposed to customer)

Fill in any required note (for internal use only - not exposed to customer).

Note: At any stage of the booking process, click on Back at the top of the page to return to the list of products.

Click on BOOK NOW to complete the booking.


Use of Coupons

If applicable, coupons can be used by the Business when making a booking on behalf of the customer for a particular product(s) that has been associated with a coupon.

During the Checkout stage if a coupon has been associated with a specific product, then the Coupon option will appear.

By clicking on Coupon, the user is prompted to enter the coupon code in order for the coupon to be applied.

Click on APPLY in order for the coupon to be applied on the transaction's price.

Click on BOOK NOW to complete the booking.

To learn more about coupons click on the following link: How to create & use coupons.


Email Notifications through the Book Now

Once the booking has been completed an email will be automatically sent to the selected parties involved - Customer or/and Business & Supplier, with all the necessary booking details.

Note: The default options for the Email Notifications can be selected from the “Company settings” by adjusting the features Enable email sending to customers and Enable email sending to business & supplier. However, the user (e.g concierge) can manually override the default settings during the booking process.

IMPORTANT NOTE:

If the boxes Customer, Business & Supplier have not been checked, then no email notification will be sent to any of the involved parties.


Click on the following link to find out How to manage your bookings.

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