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Categories

Categories serve the purpose of sorting products on a webpage. You can also assign these to any sales channel.

If you create a category, you may attach it to particular products in order to group them together, e.g. London Tours, Night Tours, and Hop-On Hop-Off Tours.

You may also feature a specific category on a website. To do so, go to the Web Checkout details and select Featured Category, which will be shown on the homepage. All Products Category then serves for sorting your products in the summary of All Tours and Activities on your website.



If you want to add category to a particular product, go to the product details and set the Categories there. Note, that you can choose only one featured or all products category, but as many product categories as you want.



On a Categories dashboard page you can see the following columns:

Name - of a category
Url
Destinations - in how many of them the category figures
Products - how many products belong to this category
Terminal - yes or no (whether available on this source)
Checkout - yes or no
Dashboard - yes or no
Connect - yes or no (API connection)
Concierge - yes or no
Kiosk - yes or no
Header - of the featured categories section on a homepage



If you want to create a new category, use the + New category button and fill in:

Name - shown in a list of all categories
Title - when you open this category this is shown at the top
Header - shown above the featured categories
Description - shown under the title
URL Path - the unique web path that leads to your product
Default - old feature (ignore that)
Featured - if the category is featured on the web checkout or not (Note, that it needs to have Cover Image to be shown)
Parent Category - if category belongs under another category
Available On - which sources and sales channels should the category be shown on
Checkout redirect - when accessed on checkout, redirect to this URL instead

You may also Whitelist or Blacklist all or some destinations. This means you can or can’t use this category in these destinations. You may also choose Products, which belong to this category, directly at the bottom of the tab.



If you open already created category, you will see it’s Details (Category Name, Url Path, Available On), which you can Edit via the button on the top.



You may also upload Cover Image and Banner Image via Branding.



You may also create Meta Tags.



You can see Product List with all the products belonging to this category as well. You may change the order of how they are shown on a web checkout by dragging them around.



Destinations

Destinations allow you to split your websites into several separate ones if needed. For example, if you are operating more than one business, or in more than one country, region or city - each with different products, resellers, etc. Basically a destination is like a company that owns a product.

To create new destination, use the + New Destination button and set the following:

Default Language
Available Languages
Name
Page Title
Description
URL Path
Address
Email
Telephone
Test - whether it’s in test mode or not
Country
Time Zone
Available Currencies



Default Currency
Billing Details
Billing Terms - different billing terms for resellers (these can be different companies)
Notification Email - booking notifications (these can be different companies)
Reseller Signup Email
Ticket Receipt - printing template
Booking Receipt - printing template
Deposit Receipt - printing template
Order Receipt - printing template
Transaction Receipt - printing template
Pos Gateway - payment gateway
Com Gateway - payment gateway
Moto Gateway - payment gateway



If you create different destinations, you need to sort your products as each product may belong to a single destination only. You can do this in the product details, right at the top. After a website with two or more destinations is opened and a customer chooses one destination, the page will redirect them to the homepage of the particular destination.



It’s possible to switch between destinations all the time, through links in the navigation bar.



If you open already created Destination, you will get same options to customize it as the Category above.



Promotions

Promotions are discounts for customers related to specific products, with the following columns:

Name
Codes - number of promotions codes tobe used
Discount - the type and discount value



You may add new columns to a search, or remove current ones by using the Show Columns button:

Public - yes or no
Start Date
Start Time
End Date
End Time
Created Date
Created Time
Updated Date
Updated Time
Products - for how many is this promotion usable
Destinations - for how many usable
Promotion Scheme - type
Discount Deduction - type

You may use Saved Searches, Export, Bulk Actions (Archive) and Restore buttons as usual, as well as Generate Report.

If you want to create a promotion, use the + New Promotion button and set the following:

Name
Limit - indicates how many times can be a single code used
Public - if the promotion is publicly visible to customers (Non-Public promotions are directly distributed, for example through email)
Combinations only - whether it’s usable only in combination with another product (Combination Discount)
Open dated - it does not require a specific date or date range
Points - how many points a concierge agent receives, some clients use this as an incentive, there is a progress bar at the top of their screen that fills up as they sell
Starts at - affects booking date
Ends at - affects booking date
Valid from - affects travel date
Valid to - affects travel date
Tour from - it is possible to restrict promotion to exact hours
Tour to - it is possible to restrict promotion to exact hours
Description
Currency - in which the promotion applies
Min total - the minimum value of purchase required to receive this promotion
Max total - the maximum value of purchase required to receive this promotion
Min Tickets - the minimum number of tickets required to be purchased to receive this promotion
Max Tickets - the maximum number of tickets allowed to be purchased when receiving this promotion
Promotion Codes - this field allows you to create your custom promo codes or just Generate Random via the button
Promotion Scheme:

Percentage Off - a discount of x% from the ticket
X for Y - e.g. buy two tickets and get one free
Per-Ticket Discount - fixed amount
Per-Booking Discount - fixed amount
None - in the case of combos that need a promotion, you can add none

Usable On - the sources usable for a promotion
Discounted Tickets - usable tiers
Redeemable Days - usable days
Redeemable Months - usable months



Note that you may set desired Blackout dates restricting the promotion. You may also Blacklist or Whitelist all or just some checkouts, destinations, products, bands and resellers. This will allow or restrict a promotion for them.



Regarding Discount Deduction for partners see the Smarter Commission Deduction on Promotions article.

Questions

These are custom questions for customers, which will appear during a checkout. To create one use + New Question button and fill in the following:

Label - the question itself
Hint - bellow the question
Options - options allow you to set available answers, leave this empty and the answer field will be a plain text box
Required - if the question is not answered, the booking cannot continue
On - whether it’s for whole Booking or each Ticket individually
Sources - where the Q appears

Note that you may Blacklist or Whitelist destinations, products, bands and resellers.



Seasons

Seasons affect availability and pricing. Once you create a season, you may adjust it’s Rates (in the product details, in Pricing tab, or in commission Bands for resellers). You may also adjust the Availability of affected products.



If you want to create a new season, use + New Season button and fill in the following:

Name
Operator - if any
Starts on
Ends on (inclusive)
Add Date Range
Availability - whether the season affects the product availability
Rate types - which are affected by the season:

Retail
Commission
Wholesale
Cost
Strike

Date field - affected by the season:

Travel Date
Booking Date

For example:

Booking Date → localised rates for events such as Thanksgiving week, where people might purchase gifts for their loved ones
Travel Date → for summer, where high season allows you to increase prices

Destination
Products
Groups
Resellers



Tax Rates

This is a place for creation of preset taxes, which apply to your items and products. You can find the following default columns here:

Name
Optional - whether the tax is optional or mandatory
Percentage - whether it’s % or fixed value
Products - how many is affected by this tax
Items - how many is affected by this tax
Tiers - Adult, Child…



You may use Saved Searches, Expotr, Bulk Actions (Archive) and Restore buttons as usual, as well as Generate Report.

To create a new tax hit + New Tax Rate button and set:

Name
Optional
Percentage
Currency
Tax Value - fixed or in % (for Items and all the Tiers)



Notices

Notices are mostly used for service notices for products, which you get before booking. It can be also used to advertise promotions or new things about the tour. To create one use + New Notice button and set the desired fields from the following:

Starts on
Ends on (inclusive)
Sources
Reseller
Destination
Promotion
Gift Voucher
Product
Tour
Confirmation Email
Manifest
Title
URL
Cover Image
Body - the text of the notice

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