Processing a Groups Your Way Reservation
BAI

Be All Inclusive Customer Service

Created Sep 22, 2021

Processing a Groups Your Way Reservation

1
    m

Google

3 Steps
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

    t

Travelesolutions

32 Steps
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 "room number"
13

Click on Save

Click on Save
14

Add Travelers

Add Travelers
15

Click on -- Select Type --PrimarySecondary

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
    m

Google

3 Steps
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
    t

Travelesolutions

27 Steps
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 "Charges on your card statement will appear as Funjet Vacations"
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 "approval" - update the follow up on approval task - and Cancel task
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 "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

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

Google

2 Steps
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
    t

Travelesolutions

5 Steps
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
Well done!
Create how-to guides like this in a snap. Get Tango now.