Processing a Groups Your Way Reservation

Date: September 22, 2021

 

1. Go to Funjet Vacations Travel Confirmation email

Go to Funjet Vacations Travel Confirmation email

2. Find and copy Group Code

Find and copy Group Code

3. Go to Trips in Travel eSolutions

4. Search for Group Code and open group trip

Search for Group Code and open group trip

5. Open Reservations within group

Open Reservations within group

6. Click on Add Reservation

Click on Add Reservation

7. Enter Group reservation naming convention

Enter Group reservation naming convention

8. Correct Travel Dates

Correct Travel Dates

9. Correct Dates under Property Details

Correct Dates under Property Details

10. Click on + Add Room Category

Click on + Add Room Category

11. Choose Room category

Choose Room category

12. Enter Transfer type under "room number"

Enter Transfer type under

13. Click on Save

Click on Save

14. Add Travelers

Add Travelers

15. Click on -- Select Type -- Primary Secondary

Click on -- Select Type -- Primary Secondary

16. Add Traveler Name

Add Traveler Name

17. Click on Create a new one if client is new.

Click on Create a new one if client is new.

18. Enter client details

Enter client details

19. Click on CREATE

Click on CREATE

20. Click on SAVE

Click on SAVE

21. Add Workspace Extension

Add Workspace Extension

22. Seach appropriate Workspace Extension

Seach appropriate Workspace Extension

23. Click on BAI - FIT - Mexico Extension

Click on BAI - FIT - Mexico Extension

24. Click on SAVE

Click on SAVE

25. Click on DETAILS

Click on DETAILS

26. Go to Funjet Vacations Travel Confirmation and copy trip itinerary

Go to Funjet Vacations Travel Confirmation and copy trip itinerary

27. Go to Travel eSolutions

Go to Travel eSolutions

28. Click on Add Security Information

Click on Add Security Information

29. Paste selected text into element

Paste selected text into element

30. Fix Formatting as best as possible and delete all financials

Fix Formatting as best as possible and delete all financials

31. Copy all text in trip.securityinformation tab

Copy all text in trip.securityinformation tab

32. Click on Save

Click on Save

33. Click on Add Itinerary under trip.itinerary

Click on Add Itinerary under trip.itinerary

34. Paste Itinerary details into trip.itinerary and click save

Paste Itinerary details into trip.itinerary and click save

35. Click on BOOKINGS

Click on BOOKINGS

36. Click on Add Booking

Click on Add Booking

37. Enter all booking info

Enter all booking info

38. Pull up reservation in VAX

Pull up reservation in VAX

39. Click on Booking Administration to get commission amount

Click on Booking Administration to get commission amount

40. Go to Travel eSolutions

Go to Travel eSolutions

41. insert commission amount

insert commission amount

42. Go to Funjet Vacations Travel Confirmation to confirm final payment date

Go to Funjet Vacations Travel Confirmation to confirm final payment date

43. Return to TESS to enter final payment date

Return to TESS to enter final payment date

44. Type "Charges on your card statement will appear as Funjet Vacations"

Type

45. Click on Save

Click on Save

46. Record Payment - Click on PAYMENTS (0)

Record Payment - Click on PAYMENTS (0)

47. In reservation in VAX Click on History

In reservation in VAX Click on History

48. Select Accounting History in the drop down

Select Accounting History in the drop down

49. Note card type and last 4

Note card type and last 4

50. Go to Travel eSolutions

Go to Travel eSolutions

51. Click on Add Payment

Click on Add Payment

52. Fill out payment info

Fill out payment info

53. Record last 4 of card used

Record last 4 of card used

54. Click on SAVE

Click on SAVE

55. Review Tasks on reservation

Review Tasks on reservation

56. Check final payment reminder e-mails

Check final payment reminder e-mails

57. Click on RESERVATION INFORMATION

Click on RESERVATION INFORMATION

58. Are the final payment reminder e-mails being sent before final payment is due?

Are the final payment reminder e-mails being sent before final payment is due?

59. Check of task if reminder e-mails are ok

Check of task if reminder e-mails are ok

60. Since there is no "approval" - update the follow up on approval task - and Cancel task

Since there is no

61. Record in rewards program if applicable (see record in rewards program SOP)

Record in rewards program if applicable (see record in rewards program SOP)

62. Update "Final Payment Due" task to show appropriate due date

Update

63. Cancel task "book transfers with Lomas" since groups your way bookings book directly with AMStar

Cancel task

64. Click on COMMUNICATION

Click on COMMUNICATION

65. Find Itinerary Update e-mail in template dropdown menu

Find Itinerary Update e-mail in template dropdown menu

66. Edit the text in the template e-mail

Edit the text in the template e-mail

67. Edit text accordingly ype in highlight

Edit text accordingly ype in highlight

68. Click on Email Invoice

Click on Email Invoice

69. Click on SEND EMAIL

Click on SEND EMAIL

70. Click on RESERVATION INFORMATION

Click on RESERVATION INFORMATION

71. Update Trip Status to Booked

Update Trip Status to Booked

72. Click on Save

Click on Save


This workflow was created with Tango.