Reservation Software Administrator

Calendar Administrator

Once you log in to the reservation software you will be taken to the main administration area. This is where you can easily navigate to any part of the application. It also will display any bookings for that day.

Calendar Settings

The Calendar Settings is where you set the length of your season, configure the no online booking feature time, set the time zone you are located inand set the global maximum number of people you can carry.
You also set your exclusive trips, the name of trip(s), the trip details, the price, the max number of people for that particular trip, when the trip begins and whether you want to capture the payment or just authorize for each trip.

This is where you can select what trips have there own reservation policy or you can just have a general policy that applies to all of them. You also have the option to display your business name and website address on the site and exclusive price/deposit and shared price/deposit along with several other display options.

Advanced Calendar Settings

The Advanced Settings is the core of the flexibility of our software. This is where you configure your shared trips by setting the price, deposit, and the maximum number of people needed to confirm and book the trip. You also set the time when to cancel the trip if the trip wasn't confirmed. If a trip isn't confirmed the auto respond feature will automatically send an email to all of your customers for that cancelled trip.

You also have the ability to capture or authorize the payment. If you choose to authorize the payment only and the trip is cancelled you do not have to worry about refunding any of the customer's payment since the payment was not received, just authorized and the authorization automatically goes away.

Another powerful feature is our Trip Compatibility. this makes certain trips compatible with each other; in short multiple bookings for the same day. You just simply select the trips that be run on the same day.

We also have a Mini Seasons feature that allows you to run any trip for a certain time. Our Extra Charge Per Person(s) is designed with the backcountry guys in mind. It allows you to charge an additional fee starting and ending with any number.

The Extended Days feature allows you to set any trip for any length of time

To view of of the features our reservation software has, click here.

Reservation Payment Options

When you have an exclusive booking either done by the customer or you by entering a trip through the system they will be stored in the Reports Pending Trips and it will be added to your customer list as well. These bookings will be listed and will display the customer’s name, order#,type of trip, date of trip, payment type, balance due and the trips color.

There are many ways to search through your trips, you can search by customer's name, order #, date range, list alphabetically or by balance due.

Reservation Payment Options

The Payment Type settings allows you to choose whether you want to offer a deposit and full payment, deposit only or full payment only. You can select the Gratuity checkbox if you would like to add a gratuity option to the checkout page. This system also allows you to set a Full Payment Only Within (x) amount of days from the current date. With our software you can offer up to 6 different credit cards and they can individually turn on/off with just a click.

The Global Deposit Amount allows you to have one deposit amount for all of your trips. This can be a percentage or a flat rate. You can also have Deposit Amounts For Individual Trips they to can have either a percentage or flat rate.

Fuel Charge feature allows you to add a fuel charge for each trip, both exclusive and shared. You can also rename this features to whatever you like.

Live Bait Charge feature allows you to add a live bait charge for each trip, both exclusive and shared. You can also rename this features to whatever you like.

Customer Detials

The pending customer's details is accessed by clicking on the customers name in the pending reports page. Here you have detailed information related to the customer. You will also have two text boxes for refund amount and charged amount Any money paid will go into the refund box.This is in case you needed to refund the customer you can keep the same amount or change the amount then press refund. The charge text box will automatically fill if you owe the customer money; for instance the customer changes the trip to cheaper trip.

The Trip Details consist of type of trip, day of trip, trip mode, booking status, and payment status.

Our software has a very powerful cross verification system. If you needed to change a customer's trip to a different day or different trip simply navigate through the calendar and select the day you want and whatever trips are available for that day will appear to the left.

You will  never have to worry about double bookings with this reservation software.
At the bottom of the page is the customer's billing and contact information.

Past Reservation Reports

The Past Reports are very similar to the pending reports in regards to layout and search functions. They also display the amount paid, and total # of trip from that customer.

Past Customer Records

You access a customer's past details the same way you would with the pending trips by selecting the customer's name in the past reports. Here you have the customer's name, address, phone number and email address.It will also display the total number of trips from that customer, the numberof days since the last trip and any pending trips. You also have a record of all order#'s,type of trip, date of trip, and amount paid. In your Cybersource business center you will have very detail reports on all tranactions. (Professional Version Only)

Reservation Policy

The Reservation Policy is whatever you want it to be. You can have just one for all of your trips or have one for each of your trips. When a customer books a trip they must check the agree to terms and conditions of your reservation policy in order to book a trip. By them filling in their own billing and personal information and agreeing to the terms it will safeguard you from any rare disputes that might arise.

Online Calendar

This calendar is where you can make any trip available or unavailable for any day, week, or month. You can block out a day for a month or for your entire season with one click.

Customer List

Every customer added to the Software will be displayed in the customer list. This list consist of the customer's name,email address, telephone number, last booked trip and the # of days ago since the booking. You can search the list by customer's name and list it alphabetically. When you click on the customer’s name it will take you to their details; either pending or past based on the status of the booking.

Trip Details

The trip details allow you to add any related information for any trip. You can tell your customer's what to bring, what you supply, what time to arrive, directions to the boat, what not to bring; any thing you want. Each trip can have its own unique details. The trip details are also included in the confirmation page and email the customer gets.

Shared Reports

Any shared trip bookings will be located in the Shared Trips Reports. This has the same layout and function as the Exclusive Reports. There are pending and past reports, you can search by customers name, order#, captured trips, authorized trips, and by date range. The shared trips are listed and display the date, type of trip, shares sold for the trip, shares left for the trip , payment, and total amount. Also, when a trip becomes confirmed it highlights blue and an automatic email is sent out to the customer's holding shares.

Shared Report Details

From the Shared Reports you can enter that days trip details. This informs you the status, total number of shares sold, charter date and charter type. If you have set the payment to authorize you can manually capture the payment from every customer or just certain customers. The Shared Reports Day Details are listed with the customers who booked that shared trip. This displays the customer's name, order #, shares bought, purchased, payment and total. To change a person trip or date select their name and you will go to their detail page. To View: Click Here