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If you create a new Product, you may customise it with many different settings. After clicking on a particular product, you may find the following tabs:

Tickets
Cutoffs
Fields
Extras
Fares
Rates
Options
Tours
Dropoffs
Combination Discounts
Comparisons
General Availability
Allocations
Opening Hours
Gallery Images
Banner Images
Branding



Tickets

Tickets refer to a particular Tier of customer. You can see 8 default tiers:

Adult
Child
Family
Youth
Infant
Senior
Student
Military

Just tick the checkbox in front of the tier you want to use and this option will appear on your website product page. You may also change the order of particular tiers by dragging them around. This will be visible on the website product page.



It’s possible to set Pax, which indicates the number of people this tier stands for. With Label, you can customize the name of the tier.

With Conditions you may add a little “i” icon next to the particular tier with a custom note. This note will display when a customer hovers their cursor over it (i.e. "Child must be aged from 3 to 18 years.")

Note also an option to edit Conditions of each tier:

ID requirement
Min Qty
Max Qty
Min Age
Max Age
Accompanied By (one of) - other tiers
Available on - particular sources



After making any changes, remember to click the Save Changes button below.

Cutoffs

In this tab you can set a Booking Cutoff, Cancellation Cutoff and Advance Cutoff for different sources:

Booking Cutoff - if booking cutoff is set to 24hrs the tour will become unavailable 24hrs before the date+time
Cancellation Cutoff - if set to 3 hours, booking can be cancelled up to 3 hours before the tour begins
Advance Cutoff - if you set that to 1 month it means you’re only allowed to book 1 month in advance, so any dates after 1 month from now show unavailable (it’s the opposite of booking cutoff)



(Note that cutoffs don't apply to backoffice sales)

Note also an option to Ignore Cutoff if Pax, which means if there is a booking then the cutoff is ignored, and anyone can book last minute.

Imagine you’re a walking tour company, your costs are fixed, you just pay the guide to show up, doesn’t matter if you sell 20 or 1 ticket for that tour, it’s the same cost. That walking tour company could add a 24hr cutoff as they need to book the guide, and if there are no tickets sold they don’t need to show up. So each day they’ll look at the next day and if there are bookings then they book the guide, otherwise they don’t and the cutoff prevents someone booking 1hr before and showing up and there’s no guide.

BUT that’s not helpful if you do have a booking.

Then it doesn’t matter, you actually want as many last minute sales as you can, so the ignore cutoff if pax means if there is a booking then the cutoff is ignored, and anyone can book last minute.

Fields

Here you can define customer Fields that are visible / required either per booking, or per ticket:

Full Name
First Name
Last Name
Company
Email
Mobile
Age
Language
Country
Address
Notes



They can be customised by source using the dropdown menu in the bottom left.

Currently fields are not supported by direct api channels, and per-ticket fields are not supported by ticket terminals but per-booking fields are. Just check the desired fields and hit Save Changes button.

Extras

Extras are non-booking items, such as a beer mug as a token of your pub crawl tour. They have a price and are always sold with a booking.

To create a new Extra use + New Extra button and fill in the following:

Name
Description
Code - for filtering and reporting purposses
Limit - how many times a ticket can be upgraded with this extra
Required - when the limit is mandatory
Cover Photo - you may upload an image
Sources - through which this extra may be purchased
Tiers - for which this extra is available

Imagine you have a river cruise and one of the extras is a “Welcome Champagne Glass”. You don’t want to sell it to children / infants.

You have to set the price of an extra for the particular tiers allowed.



You may Blacklist specific options and extras. If you blacklist an extra for an option then that extra will not be available to the customer if they choose that specific option.

Rates

Here you are setting pricing for particular tiers. Just set the Retail value and confirm with Save Changes below. You may set also the Strike Price, which appears strikethrough next to the actual price. Cost Rate stands for what you purchase a product at, you are setting it for 3rd party products or you can assign a cost to your own products if there is a fixed cost per ticket.

Note that you may set different price for particular Seasons, Tours, Fares, Sources and Days below, as well as set the pricing in different currencies.



You may also get Commission and Wholesale tabs. These are fallback wholesale and commission rates. So if nothing is set on the band / reseller or if the season ends and there is no new rate added, you will not see these.

Options

This is the way to change the price of a product, such as normal or premium. You may also change the structure.

This means:

You can assign different number of includes (for packages)
You can assign different durations (like a 12- or 24-hour tour)

Just hit the + New Option button and set the following:

Name
Description
Tags - for filtering an reporting
Language - Only set this value if you plan on offering this tour in multiple languages, otherwise leave it blank
Code - a code you can use internally to differentiate between the products. Eg. Hop on Hop Off Red line and Hop on Hop Off Blue line can have codes HOHOR and HOHO)
Disallow Tickets - this option will not be saleable for that tier
Disallow Tours - this affects availability and pickups.
Duration - in minutes, hours or days
Duration label - for customization (e.g. “Round”)
Pickup allowed
Pickup required
Available On - different sources
Meeting point
Meeting point coordinates
Meeting time
Itinerary



Tours

Just to understand the difference between Options and Tours:

Option affects price / structure
Tour affects availability / pickup

Hit the + New Tour button and set:

Time - that is advertised
Starts on
Ends on (inclusive)
Routes - route for a pickup
Pickup available - yes or no
Dropoff available - yes or no
Available On - different sources
Meeting point - this is a variable that can appear on tickets / vouchers
Meeting point coordinates
Meeting time



Dropoffs

Here you can create a + New Dropoff by setting it’s:

Name
Option
Tour
Offset days - how many days after the booking date will the customer be dropped off
Time
Instructions - whatever you want to add to explain in further detail



Combination Discounts

These are discounts given to other products when purchased with this one.

To create a new Combination click on the + New Combination button and set the following:

Option - If you select a product and it has three options, choose which option you want to add the combination discount to
Other product - the product that will be discounted
Promotion - the specific promotion that is given to the other product
Period (Days) - how many days from the travel date of the original product can the combination be used for
Allow Same Day - whether the other product with a combination discount can be used on the same day as the first
Minimum booking size
Information - any further information you want to mention
Available On - different sources

Combination discounts will appear after the customer proceeds to the checkout page, and are selecting dates and tiers for a product.



Comparisons

This shows other similar products to which you can upgrade to.

You may create new comparisons by clicking the + New Comparison button and setting:

Upsell - whether you may upgrade a viewed product to another one
Other product - to which the customer can upgrade to
Description - whatever further information you want to add

A Comparison is shown at the bottom of the product page. It may be upgradable or not, depending on upsell allowance.

Example:

Product A → you’re buying
Product B → Like product A, but has another include so it’s more expensive



General Availability

Here you can set the exact capacity of a product and it’s options according to a specific season, tour, month, option, source or date. These can be chosen by clicking the dropdown menu showed below:



You can also narrow your selection by selecting different tour, season, option, month and source at the bottom of the tab.

General Availability is set as infinite by default, so you need to set it to prevent overselling of a product if necessary.

You can set the availability either by clicking on a specific cell or by clicking on a column or row. This sets the availability for all the cells within the column or row. For example, selecting SUN, MON would update all Sundays and Mondays of your selected filters. If you change the availability for a particular date, the system will automatically create a variation for that particular product and date (whih will appear in Availabilities section)

No matter what you click a window will show like the one below:



An icon of red crossed circle in a cell means the availability is closed. If you want to open it and let people book your product in the above window, please check the Open checkbox.

Then you can specify the number of people who can book your tour by typing a number in Capacity bar (in the cell it will appear as this number) or leaving it at infinite (which will appear as an infinite symbol in the cell - ∞).

You may also add Groups. These serve for sharing buses between two different products on the same route. Passengers are distributed between them according to free seats.

Note also the option to add Guides, who operate on particular tours, and some Notes.

Also keep in mind, that availability may be overridden on different levels with this order priority:

option
tour
date
source
weekday
month
season

So for example availability with a date will override availability with a season (assuming they have the same number of modifiers).

Don’t forget to Save any changes you make. You can see the overview of availability in your Calendar section of a dashboard.

Opening Hours

Here you can set exact Opening Hours for a product. This is for information purposes only.

Just use + New Opening Hour button and set desired:

Season
Weekdays
Months
From - time
To - time



Allocations

This serves for managing availability amongst particular resellers:

Resellers - to whom the allocation applies to

(More than one reseller can share an allocation. You can select multiple resellers - in that case they will share the same allocation.)

Option
Tour
Date from
Date to
Capacity - for this allocation

Ticking / un-ticking Open allows you to enable this allocation or not. If the allocation isn’t enabled, then the reseller will sell from the availability pool.

Strategy - of the allocation:

1.**Fill First** - the allocation is filled first before the reseller is able to sell from the pool
Fill Last - the reseller sells from the pool before being able to sell from their allocation
Exclusive - the reseller is only given access to their allocation and cannot sell from the pool
Cap - nothing is allocated, but the reseller is capped to a certain amount of sales from the pool

Release Notice - you can configure when this allocation is released before the tour in minutes, hours or days
Release On One - if an allocation only has one seat left, it is released (if this option is selected). This is so you don’t end up with a load of allocations with only one seat left

You may also Add Variation for current allocation.



The availability list now looks like this:



Clicking Availability will give you the following popup:



Remember, in these screens you’re selecting what allocation amount is given to each variable. It is the same as the general product availability - make sure you filter out the options / tours.



You then have the date view:



Gallery Images

Here you can upload images which will be shown on a product web page. You may upload as many of them as you like. They will appear in a rolling strip.

Just hit the + New Gallery Image button and choose the desired image. You may also give it a Title and Caption, which will be shown below the image. Url is for outgoing link (you may ignore it).



Banner Images

Here you can upload an image which will be shown on the product page as a banner. Use + New Banner Image button. It’s also possible to add it’s Title and Caption, which will be shown on the image. Url is for outgoing link. You may upload more than one banner image, they appear as a slideshow then.



Branding

This is for upload of Product Logo which will be used on branded items such as receipts, tickets and emails. Also the Cover Image, which will be used in lists to show your product off, and below the Banner Image used across the banner of your website (only one Banner Image possible here, not a slideshow).

A Video may be also uploaded. It will appear on a product web page instead of Cover Image.





English (or other language enabled)

This is a place where you fill in all the product information:

Name - of the product (in the account and on a web page)
Caption - the main title of the product on a product web page
Redemption Instructions - information on how to redeem (this is variable for vouchers / tickets)
Sales Tag - a strip across the product cover, e.g. “Bestseller”
Description - a short description of the product to be shown on a product web page
Usage Instructions - this is variable for vouchers / tickets
Sales Checklist - this is shown below the Add to Cart button. It includes information you would like to tell the customer in order to influence their purchasing behaviour, such as: “All entry tickets included”, or “Good for children”
Internal Notes - such as: "Please ask for ID when purchasing"
Booking terms - this is variable for vouchers / tickets
Inclusions - what does the product include (shown as green check marks in category view and on a product level)
Exclusions - what does the product exclude (shown as red crosses in category view and on a product level)
URL Path - unique URL of the product
Alert - a strip of text across the banner on a product web page
Cancellation policy - this is variable for vouchers / tickets
Tier/ Label/ Conditions - summary of conditions for Tickets
FAQ - frequently asked questions, raise a question and provide an answer (this is shown next to the cover image on a product web page)
Highlights - exposed via octo api



Meta - SEO tags, eg title, keywords, summary, etc
Checkout html - this is for custom product html
Long description - here you can provide the main description of the product. It is shown below all the other information in the lower part of a product web page

To edit Long Description, use HTML, optionally you can edit it using white pencil editor on a web checkout (top left corner).



You may use tools editor for text align, bold and italic formatting, headings, tables, lists, image or video uploads, hyperlinks, and more.---


Note also the small “**p**” symbol in a purple field in the bottom left corner of the product page. This allows you to adjust selected content Properties using Styles, Attributes and html Code.





Make sure to save any changes in Long Description by pressing the white check symbol in a green circle, not by Update Translation button, otherwise nothing will be saved.



Note also an option to Add Comments and Attachments to the Activity log at the bottom of the product page.

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