Module Scheduler
The GP Travel Enterprise system has the Scheduler module that allows the 1st level tour operator (Director, Supervisor roles) working with their own products (Transfer or Excursion) to have the following capabilities:
To plan the seating of tourists regarding the transport;
To set up a guide service for the tourist group;
To set up a driver service for the tourist group;
To move applications from one group to another group with the same service type, the program type "Shared" and with the same program name;
To separate one group of tourists into several groups;
To search by filters (program type, program name, service, date, status, driver, guide);
To edit groups through the drop-down lists within each group (making changes to the fields "Guide", "Driver", "Status";
To edit groups ;
To show the lists of tourists;
To show the service information, the reservation number and the reservation status in the “Tourists" section;
To export the document to Excel and download it with xlsx extension;
To track changes in groups.
The main "Scheduler" window consists of following parts: Search and Calendar.
Search
To search for the group fill in basic search options, which include:
Service: Choose from the drop-down Transfer or Excursion, or this field can be empty;
Program type: Choose from the drop-down Individual or Shared, or this field can be empty;
Program: fill in the program name if it is known or this field can be empty;
Status: Choose from the drop-down one go the 4 status, or this field can be empty;
Date: specify the date.
To initiate search process,
Select information from filters or fill in fields you need to search,
Click Search. Search results are arranged in the table:
Calendar
The Calendar tool helps to understand what dates there are reservations for transfer or excursions and what are their status. The reservation date is marked with a color indicator.
You can see the list of groups clicking on the date in the Calendar. Groups are ranked by the date parameter in descending order (starting from the nearest and further group).
Viewing reservation group
After the reservation is done and has the status ""Confirmed", the group information is following:
Group name: Tourist group №;
Program type: Individual or Shared;
Service date.
Each group consists of 2 tabs: Information and Tourists.
The information tab shows:
Filters Guide and Driver that you can modify with the Edit option;
Comments field that you can modify with the Edit option;
Status field that you can modify with the ✏ .
The tourists tab shows the number of tourists that are included in the reservation. While the reservation is cancelled or rejected, the number of tourists changes. in the tourists tab there following parameters:
First name and Last name, tourist type (adults or children with the the date of birthday);
Reservation number (consists of the link to the reservation);
Departure: Specify the departure address; it is mandatory got transfers to fill in the flight information;
Arrival: Specify the arrival address; it is mandatory got transfers to fill in the flight information;
Departure time: Specify the time when the service starts;
Pickup sign: Specify for transfers;
Comment;
Reservation status.
Status
Each group in the Scheduler has the status. There are 4 statuses:
New: this group is automatically made and is not seen by the manager (the manager did not plan the driver or the guide, did not check tourists in the group list);
In progress: the manager started managing this group;
Done: the manager completed the group and planed the driver and the guide.
Cancelled: all group reservations are cancelled, this group is cancelled.
To display visually the group statuses and the current state of the process, color indicators are used:
Gray: All groups on this date have the Cancelled status;
Yellow: Groups with the New status or the In process status;
Green: All groups have the Done status;
Red: There are Groups with the In process status or the Done status and with changes have occurred. It also means to look at the changes and to make some decisions about them.
