The itinerary screen is where you can make a collection of reservations for your customers. You can easily see customer details, booking and payment details all from one screen. 


TABLE OF CONTENTS


Overview of the itinerary screen

The itinerary screen is broken down into 3 panels. On the left-hand side is the Search panel. You can see all itineraries that contain bookings for your business unit for the specified date. Itineraries are sorted into departure time order and you can use the search panel to find itineraries by the customer name. Optionally, you can filter the search panel for Active, Cancelled or All itineraries and show day notes.


Right-click the refresh button on the search panel to reveal additional view options and behaviours.


When you select an itinerary from the search, you can see all customers, bookings, items and payments associated with that itinerary summarised in the centre panel. The itinerary ID, a unique reference associated with the itinerary, is the number displayed in the top centre of the screen. At the bottom is the itinerary note field; details entered here will only display on this screen and are used to communicate information about the itinerary to your reservations team. Notes will save automatically.


The right-hand panel displays the details of the itinerary. The view in this panel changes depending on what is selected in the centre panel. Clicking on the customer will display all their personal information. Clicking on a reservation will show the booking details, and the receipt details appear when you click on a payment. The detail panel shows the Booking ID field at the top, which is searchable, so you can enter a booking reference here to find it easily.


Create a new itinerary

There are a few ways you can start creating a new itinerary in IBIS. 


Create a new itinerary from the Itinerary screen

  1. Open the Itinerary screen, then click New.
  2. Enter the customer name and email address, then click Add or select from the search results if they already exist.
  3. When prompted to create a new itinerary, select Yes. 


Create a new itinerary from the Customers screen 

  1. Open the Customers screen, then add or look up the customer you wish to make an itinerary for.
  2. Select the customer from the list, then click New itinerary at the bottom of the screen.
  3. When the Itinerary screen opens, you will be prompted to confirm you wish to create the itinerary for the customer.
  4. Click Yes to proceed.


Create a new itinerary from the Hire or Appointments screen

  1. Open the Hire or Appointment screen, then select the date you wish to book. 
  2. Choose the product from the bottom left menu, the available spaces will show on the time slots on the right. 
  3. Select a time slot by right-clicking on the start time cell, then selecting the product in the popup.
  4. When prompted, add the customer's name and email (minimum required fields).
  5. The booking will open in the Itinerary screen where you can finish adding details.


Create a new itinerary from the Availability screen

If you want to check if you have available spaces before you create a new itinerary follow these steps.

Please note this method is not currently available for package type products.
  1. Open the Availability screen, then select the appropriate product type tab.
  2. Choose a departure date on the calendar.
  3. Select the product you wish to book from the list on the bottom left-hand side. The available places will show on the right for the week starting from your selected date. 
  4. Select your departure by clicking on the cell, then select yes to create a new itinerary. 
  5. When prompted, add the customer's name and email (minimum required fields).
  6. The booking will open in the Itinerary screen where you can finish adding details. See adding activities to an itinerary.


Add a reservation to an itinerary

  1. With your new itinerary open on the screen, click the Availability button. If you started your itinerary from the Availability screen, jump to step 5. 
  2. Select the appropriate product type tab, then choose a departure date on the calendar.
  3. Select the product you wish to book from the list on the bottom left-hand side, the available times will show on the right for the week starting from your selected date.
  4. Select your departure by clicking on the cell and when prompted, select yes to add the booking to your existing itinerary.
  5. Compete the reservation on the right-hand side of the itinerary panel by entering the following details: 
    • Booking agent and voucher reference if applicable. Search for the agent by typing their name in the Account field - delete or backspace will clear the search results.
    • Additional marketing data such as how you heard about us (extra info).
    • The units required for each price option. 
    • A pickup and/or drop-off if required.
    • Operational notes that should appear on your manifests.
  6. Click save to complete and the unique Booking ID is generated.

Will your customer be booking more than one activity? Simply repeat the steps above to add additional bookings to the same itinerary.



Add a charter product to an itinerary

Charter products must be booked from the Availability tab on the Departures screen for now. See the related article on how to book charters.  


Add a package to an itinerary

A package is a type of combo product that contains two or more activities, appointments or hire products. Packages can also contain retail, gift vouchers, etc. When you book a package, it automatically creates a reservation for all the products contained within the package. 


To book a package: 

  1. Start a new itinerary, then click Availability.
  2. Open the Packages tab on the Availability screen, then select the date.
  3. Choose your package from the list on the bottom left, the available spaces and times appear on the right. 
  4. Choose your departure date/time, when prompted, say yes to add the package to the itinerary.
  5. When the Itinerary screen opens, the package header displays on the detail panel. 
  6. Depending on what products are contained in the package you will be prompted to enter units and/or select departure times for some of the products within the package If you have a choice of options. 
    • For reservation bookings, select the price options available
    • For hire bookings, you will see the resource the booking has been made in
    • For appointment bookings, you will see the resource & therapist for that booking
  7. Once you have selected all the units/times for your package, click Update/Create package.

    Repeat the steps above to add more products to your itinerary.



Confirm an itinerary with a credit card

If you operate a weather-dependent business, sometimes it's not always practical to charge the guests at the time of booking. You may be best to securely store the customer's credit card details as follows: 

  1. Click the customer name in the centre panel.
  2. At the bottom of the detail panel, select Store CC
  3. In the stored card popup, click Add card, and follow the prompts.


Paying for an itinerary

Pay directly through Point of sale for all reservations in the itinerary

When your customers are ready to pay, you can select To POS from the Itinerary panel (centre) to take all reservations to Point of sale for payment. Follow this process when the sale type for a reservation in the itinerary is Direct. 

If you have a stored credit card on file for the customer, you can charge this card at POS. Click the Stored CC link at the bottom of the customer panel in the POS screen.


Pay for an individual booking within the itinerary

If the customer is only paying for an individual booking, you can select To POS from the detail panel on the right-hand side. Ensure you have selected the correct booking to take payment for. 


Partially pay for an individual booking at POS

If the customer is only paying for a portion of the reservation, i.e. an individual in a group booking for example, then you can adjust the sale price of the reservation at POS one of two ways, demonstrated below:




Post to invoice for agent all sale type

If the booking is made on behalf of an agent that you will invoice, click Functions on the right-hand detail panel, then select Post to invoice. In the popup, adjust the commission rate and invoice descriptions if required.  


Post commission for a referral agent

If the booking was made on behalf of a referral agent, click To POS on the booking detail panel. This will prompt the user to post the default agent commission before the booking opens in the Point of sale screen. If the user says no, no commission is posted. 


Pay the balance of the sale for a deposit sale type

If the booking was made for an agent with a deposit sale type, click To POS on the booking detail panel. You will be prompted to post the deposit paid (i.e. the commission) to the agent account before proceeding to Point of sale with the balance. 


Search for an itinerary

You can only search for an itinerary in the left-hand panel. If you know the Itinerary ID, you can enter it in the Itinerary ID field, then click ENTER to search. If you know the booking reference, enter it in the Booking ID field on the right-hand panel. 


The Search tab on the Departures screen displays all bookings in your system. You can filter results by date, operator, product or agent. Use the Find field to filter results for customer names, voucher numbers or anything else. 


To open a booking once you've found it, click the booking ID or double-click anywhere in the row to open the booking in the Itinerary screen.

Want the Itinerary screen to open by default when managing your reservations? Ask us to make this your default reservation screen.


Edit a reservation on an itinerary

If you need to modify reservation details, follow these steps to edit your reservation:

  1. Open the reservation in the Itinerary screen details panel. 
  2. Click Edit from the bottom right-hand menu. 
  3. The reservation will change to edit mode, make any changes as needed then click Save. 
  4. All edits are saved in the Booking history which can be viewed under the Functions menu on the right.


Changes must be saved at the time of editing. If you navigate away from the reservation when in edit mode, your changes will be lost. There is no warning.


Reschedule a reservation on an itinerary

If you need to change the date and time of a reservation: 

  1. Open the reservation in the Itinerary screen details panel. 
  2. Click the drop list on the Edit button from the bottom right-hand menu, then select Reschedule.  
  3. The screen will turn yellow to indicate it's in reschedule mode and the Availability screen will open.  
  4. Select the new date, departure time and/or product, then amend any details if needed. 
  5. Click Save to confirm your changes. 
  6. All edits are saved in the Booking history, which can be viewed under the Functions menu on the right.

    Customers rescheduling appointments on the same day can still use the drag and drop functions on the Appointment screen. See related articles for how to edit appointment reservations for details.


Cancel a reservation on an itinerary

If you need to cancel a reservation follow these steps:

  1. Open the reservation in the Itinerary screen details panel. 
  2. From the status droplist, select Cancelled.
  3. Select the cancellation reason, then click Save to confirm your changes. 
  4. If you selected the wrong reason, repeat the steps above and select the correct reason.
  5. Take any refund owing to POS if there is money owed to the customer (direct accounts only). If it's an agent booking, select clear posting under the Functions menu if it was already posted to invoice.  
  6. All edits are saved in the Booking history, which can be viewed under the Functions menu on the right.


     
Partial cancellations
If you wish to apply a cancellation fee to only some customers on a reservation, you will need to split them out on to a new reservation to manage it. At this time, we do not have an automatic split reservation function on the itinerary screen menu, so to manage this process, add another reservation to the itinerary and move the customers here that you will be splitting off, save then cancel it, ensuring you apply the correct cancellation fees.


Edit, reschedule or cancel packages on an itinerary 

If you need to make changes to a package, you can use the bulk edit functions found on the package header. 

  1. Select the package header on the itinerary panel to view the details on the right-hand pane.
  2. If you need to make changes to the units, update the Adult/Child options as necessary. 
  3. To make changes to dates/times, click reschedule and follow the prompts to update all reservations in the package. 
  4. If you want to cancel all bookings in the package, click cancel package, then select the reason.
  5. Once you have finished editing the package, click Update/Create package to save your changes.

    Graphical user interface Description automatically generated
     

Apply a promotion to a reservation on an itinerary

You can apply a promotion to a reservation after it has been saved in the itinerary. 

  1. Ensure the reservation you wish to apply the promotion on has been saved.
  2. Click the functions button at the bottom of the right-hand panel, then select Apply promotion.
  3. Select the promotion from the list available. 
  4. Once selected it will add to the booking automatically. 
  5. To remove the promotion, click the functions button, then select Remove promotion.

 


Send emails from the itinerary screen

The itinerary screen uses an itinerary confirmation email which can display details for all bookings contained in the itinerary. 


You can use the Send email function from the itinerary panel (centre) to email a confirmation for all bookings contained in the itinerary. If your itinerary contains multiple customers, you can send a confirmation email to ALL customers on the itinerary. 


Alternatively, the reservation detail panel also has a send email option under the function button. From here, you can send the following: 

  • An individual confirmation for the specified booking
  • A proforma invoice email 

Emails sent from the itinerary screen are recorded in the booking history for each reservation. If your itinerary contains cancelled reservations, these are excluded from any email communication.


Thank-you emails, and SMS text functions must be accessed from the legacy Booking screen (bulk send SMS can still be sent from Departures screen).


Move a booking to an itinerary

If you accidentally create a new itinerary instead of adding a booking to an existing one, you can move a booking to a new itinerary.

  1. Note down the booking ID of the reservation you want to move to your existing itinerary. 
  2. Open the itinerary you want to move it to, then under the Functions menu in the centre panel, select move booking to itinerary.
  3. Enter the booking ID when prompted, and you will have successfully moved the booking.


Please note the move booking to itinerary function is not currently working as expected. We are working to resolve this.

Add a customer to an itinerary

When an itinerary is generated you must select a customer to generate the itinerary for. This is the primary customer and you cannot change the primary customer after the itinerary is generated. You can add additional people to your itinerary to send communication to all members of a group regarding this itinerary. At the bottom of the centre panel of the itinerary screen, click Add person, then enter the details of the customers you wish to add in the popup.


Generating an itinerary for a reservation that does not have one

If a booking has been created without an itinerary for some reason (e.g. a booking is made via API or the Series booking screen), you can easily create an itinerary for it. 


  1. Find the reservations without an itinerary in the itinerary search panel. They will appear with the reservation ID at the start and slightly greyed out. 
  2. Click the booking and it will prompt you to create a new itinerary or add to the existing itinerary you have open. 
You must have an existing itinerary open before you can use this function. If you try and generate an itinerary without having an existing itinerary open first (e.g. when you first open the screen), it will not work.


 


Add day notes to communicate information to your frontline team

Day notes can be added to show on a specific date on the Itinerary screen by clicking the Note button. You can double-click an existing day note to edit. You cannot delete a note, but you can edit and resave it as blank or overwrite it with a new note.

If you don't want to use the day note function, you can hide it by right-clicking the Refresh button on the Itinerary search panel and unticking Show day notes.