The Point Of Sale or POS desk is another booking platform created to help you and your agents take bookings in an easier, simpler way. This POS Desk can be accessed via a web browser and was designed for both the laptop and tablet.
The POS Desk is made up of five sections: Availabilities, Shop Items, Activities, Bookings and Checkout.
Let's have a quick overview of these sections.
Your availabilities will always be show in a Calendar View, starting with the next upcoming activity.
You can filter availabilities by:
- Schedule type (Trips, Attractions, Rentals)
- Departure date
- Activity title (A to Z)
- Departure location
Note: Since vouchers are not restricted to a specific date, voucher schedules will show up as the first available departure for every date.
To the right is your Cart. Here, you'll have an overview of all the items added to the booking.
From this page, you can also access the passenger list (or guest manifest) by clicking on the "human" icon on the left.
Here, you'll find all the items available for sale.
You'll find a list of all the activities you offer. Click on any activity to start the booking process, or click on "More Details" to get a detailed description and view images of each activity.
You can filter activities by:
- Activity title
- Departure location
The bookings tab shows all your recent bookings.
You can filter bookings by:
- Basket ID, user details or activity title
- Trip Date
- Booking Date
When you click on a booking, you can cancel booked activities, remove guests or cancel the entire booking completely. You can also rebook guests or rebook activities, as well as access the guest manifest.
You'll also notice that each booking Price is now colour coded. Here's what the colours indicate:•
- Green: Even balance
- Red: Cancelled booking
- Orange: Outstanding payment or Overpaid
- Purple: Unconfirmed booking
On the checkout page, get an overview of your booking. Here, you'll get the chance to modify the booking, add guest details, change agent, add a discount code or package discount, or change the buying user.
You can also apply discount codes for each guest.
Take a booking with the POS Desk
STEP 1: Select a product
You can select an activity from Activity, departure from Availabilities or a shop item from Shop Items.
From the Availabilities section, pick departure time for the activity, or select a voucher.
For Shop Items, select the number of items you would like to add to your Cart.
For Activities, first select the activity you would like to book, then select the departure time that best suits your guest.
STEP 2: Add items to your cart
After finding your activity, voucher or shop item, select the number of guests or items you would like to add to the cart by clicking on the `+` or typing in the number.
You can also add Add-ons to your bookings. For Guest-Bound Add-ons, select the Guest then select "Add add-ons". For Single Item Add-ons, specify the number of items you want to add to the basket.
When you're happy with your selection, click on Checkout in the bottom left.
STEP 3: Add booking details
At Checkout, you'll have an overview of everything you've added to your cart. Take this opportunity to go through the booking and modify anything if needed. You can add guest details, change agent, add a voucher code or package discount, or change the buying user.
When you're done, click on Pay in the bottom right.
STEP 4: Select payment method
To get going, select one of three options:
- Reservation (No payment made at the time of booking)
- Pay online (Payment made via the POS Desk with a credit card, only available via TrekkPay)
- Book as paid (Payment made in cash)
Once the reservation or payment is complete, the booking will be confirmed and a new basket will be created.
Note: Keep in mind that the payment methods available to the agent depends on the user permission you've set for the agent.
You will then be redirected to the newly created basket.
Note: Agent Permissions are taken into account when using the POS desk. This means that if one of your agents is Isolated, for example, she/he won't be able to see other agent bookings, won't have access to the Guest Manifest, book custom trips, cancel guests, rebook guests and so on.