Follow

Guests, Users and Remarks

Using Lists to Manage Your Business

You can export a list of Users, Customers and Passengers to a .CSV file for newsletters or general recording purposes. Simply use the left navigation menu and go to Bookings > Guests/Customers. or use the top navigation and select Settings > Users & Employees.

There are three sections to select from, described below:

Users - All users who have accounts set up on your account (including administrators, guests and agents).
Customers - All individuals who have purchased anything from you. These are the users that entered their email addresses and received the order receipt. There is only one customer per order transaction.
Guests - All individuals who have booked a tour with you - both previous and upcoming tours. These records will also include any custom fields that you added to collect additional information from your passengers. Each booking can have one or more guest associated with it.

On any of these tabs, click the Download CSV button to download the list.

Adding a User or Customer

You can add a User or a Customer to the list by clicking the Add User or Add Customer button.

There are four different roles available to create a user/customer:

User without password - A basic user who does not need access to an account. He will only be able to access his cart to see his bookings - these are the guests to your trips.

Guide (Resource) - As a guide, the user will only be able to see the schedules: where the meeting point is, and how many guests there are.

Accountant - this role fits perfectly your internal or external employee in charge of the company’s numbers, he will be able to access Reports, Basket Overview and Detailed View.

Editor - This user role is suitable for an internal or external employee in charge of the layout of your website. Editors are able to edit the CMS pages, activity editing, creating add-ons and editing shop items.

Agent - A user who has a password protected account in order to review previous orders, upcoming trips, scan tickets, etc.

Employee - An internal employee that you trust with access to all of your account information and bookings. This role can't see accounting reports or manage users.

Technician - this is a role with extended Employee permissions. He will have additional access to: Apps, Checkout, Taxes & Fees, Domains & CNAME and All Reports.

Administrator - The overall administrative account which can edit other users and perform administrative tasks such as reporting.

After entering the appropriate information and a password (if needed) click Save.

The main difference between Users and Agents is that the former is a final customer, and the latter works for the company. The user can books and pay for trips and he doesn’t have a password; the agent has a password, and inside information on the company’s business.

The difference between Technical Employee and Admin, is that the Technical employee can't access the Merchant Profile, Payment Gateways nor Accounts and Subscription, under the Settings tab.

Adding Remarks to a Trip

You can add remarks to a trip. For example, a remark is useful when you would like to note which tour guide has given a specific tour, or which boat is used to carry the passengers on that trip. Remarks will also be exported along with the details of the trip. 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk