Date: September 22, 2021

2. Find and copy Group Code

4. Search for Group Code and open group trip

5. Open Reservations within group

6. Click on Add Reservation

7. Enter Group reservation naming convention

8. Correct Travel Dates

9. Correct Dates under Property Details

10. Click on + Add Room Category

11. Choose Room category

12. Enter Transfer type under "room number"

13. Click on Save

14. Add Travelers

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

16. Add Traveler Name

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

18. Enter client details

19. Click on CREATE

20. Click on SAVE

21. Add Workspace Extension

22. Seach appropriate Workspace Extension

23. Click on BAI - FIT - Mexico Extension

24. Click on SAVE

25. Click on DETAILS

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


28. Click on Add Security Information

29. Paste selected text into element

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

31. Copy all text in trip.securityinformation tab

32. Click on Save

33. Click on Add Itinerary under trip.itinerary

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

35. Click on BOOKINGS

36. Click on Add Booking

37. Enter all booking info

38. Pull up reservation in VAX

39. Click on Booking Administration to get commission amount


41. insert commission amount

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

43. Return to TESS to enter final payment date

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

45. Click on Save

46. Record Payment - Click on PAYMENTS (0)

47. In reservation in VAX Click on History

48. Select Accounting History in the drop down

49. Note card type and last 4


51. Click on Add Payment

52. Fill out payment info

53. Record last 4 of card used

54. Click on SAVE

55. Review Tasks on reservation

56. Check final payment reminder e-mails

57. Click on RESERVATION INFORMATION

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

59. 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

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

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

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

64. Click on COMMUNICATION

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

66. Edit the text in the template e-mail

67. Edit text accordingly ype in highlight

68. Click on Email Invoice

69. Click on SEND EMAIL

70. Click on RESERVATION INFORMATION

71. Update Trip Status to Booked

72. Click on Save

This workflow was created with Tango.