Managing Company Details in TourDesk
Index
Overview
When changing company details in TourDesk this will affect areas such as contact details, currencies, booking fees, discounting, free form bookings, product tabs (refer Managing Product Tabs), credit card authentification, anonymous logins and more.
This tutorial will explain each section in the Company tab of My Company in the main menu.
Contact Details and Key Contacts
When changing the Contact Details, it changes the information that is sent to operators when requesting access to the ResPax systems. In turn, the operators use this information to identify the company in ResPax...
Please Note: All the fields in this section NEED to be filled out as it is crucial information
The Key Contacts are the users that need to be contacted in each department. This is usually the manager of this department. If the company is an operator, all bookings made by TourDesk for your company will be emailed to the Reservations email...
Please Note:All contacts selectable to be Key Contacts are users created in the User tab. For more information on creating users, refer to Setting Up New Users
Five Day Availability Grid
This feature allows the administrator to have a choice whether or not to allow the Five Day Availability Grid to be shown for the tabs By Region and By Operator...
Cart Payments
Enabling Cart Payments will allow the booking cart to have a payment type,(ie. Cash, Cheque, Credit Card). This is required to be enabled if the company is making bookings on TourDesk.
Anonymous Logins
Anonymous Logins is a feature that will allow the company to intergrate it into the company website and take bookings directly from passengers.
Please Note: To allow Anonymous Users, Credit Card Authentication needs to be enabled as well as part of taking bookings.
Credit Card Authentication
Enabling Credit Card Authentication will allow real time payments and transfers. When committing bookings, credit card funds will be checked and transferred as payment.
Currencies
This section defines the currency used as a Base and as Default. The Base Currency is used by the company and all branches underneath it as the currency through which all conversions take place. The Default Currency is the currency that will show up as default. Branches can set custom default currencies but cannot change the Base...
Booking Fees
This section allows a booking fee to be added to all bookings. In the text field, enter a value and it will appear as a booking fee in the Booking Cart.
Free Form Bookings
This section allows the use of Free Form Bookings which allows blank booking without any product checking such as availability and price checking. Anonymous Users are not able to use the Free Form feature.
Please Note: If Enable Freeform bookings is not set to Yes, Operators that only have the free form booking option will not show regardless of what Show freeform only operators in product list is set as.
Discounting
Discounting enables discounts to be applied to tours when booking through the Booking Cart. Discounts can only be applied to the commission and cannot be larger than the commission.
Uploading the Company Logo
This section is where the company logo is uploaded for use. The image is visible on vouchers that are printed by TourDesk and are forced to 50 pixels by 50 pixels. The file size is required to be under 5kb.
