Corporate reservations

In the profile of a corporate client, on the Reservation tab, you can manage corporate clients, their reservations, browse invoices, check service statuses, and create new reservation requests for corporate clients.

To modify or create reservations for corporate clients:

1. On the Navigation menu, point to Clients, and click Corporate clients.

2. Select the client of your choice.

3. Go to the Reservations tab.

Searching corporate clients' reservations

To search for corporate reservations, use the search form at the top of the page:

Open

1. In the Search form, fill in the following data:

   1. Date/time: specify the date and optionally the time of a key action, as well as the key action itself (booking, ticketing, modification, arrival), performed in the system.

   2. Number: specify the number of a reservation, ticket, or ref-number.

   3. Traveler: specify the traveler stated in the reservation under search.

2. Click Search.
   In case you want to expand additional search parameters,

   1. Click Additional parameters. The following form appears:

      Open

      

   2. Fill in the data in the following groups:

      1. Service information: enter the information on the service(s) included in the reservation. Select the service type, name, status, manager, reservation status, and service team.
         Please pay attention to the Status and the Reservation status dropdowns.

         1. From the Status drop-down, select the status of the service itself (reservation check required, confirmation pending, etc.).

         2. From the Reservation status drop-down, select the status of the reservation into which the service is included (in progress, completed, or canceled). Moreover specify whether to apply the filter to the reservation or to the service(s) included in the reservation. Click the corresponding button.

      2. Supplier information: specify the information on the supplier and the payment for the service with the supplier.

      3. Client information: specify the information about the client: select the client type, enter the name of the client or the company, and specify payment terms with the client.

      4. Corporate policy information: specify the details on the corporate policy violation and approval, and select the trip organizer.

      5. Select the Awaiting approval from me check box in case you are to approve the reservation(s).

   3. Click Search.

Browsing corporate clients' reservations

To browse the list of reservations for corporate clients,

1. On the Navigation menu, point to Clients, and click Corporate clients.

2. Go to the Reservations tab. The list of reservations appears.

3. On the Reservation tab, either use the Search form to search for particular reservations, or browse the list of all the reservations conducted for corporate clients.
   On the Reservations tab, you can:

   1. download the list of reservations;

   2. create a new reservation request;

   3. view the reservation details;

   4. book the reservation again.

Downloading the list of reservations

You can download the list of reservations to your computer as an XLS/XLSXfile.

To do so,

1. On the Reservations page, select the reservations the information on which you want to download:

2. Click . The Export to Excel window appears:

3. In the Export to Excel window, select whether to export the information on all the reservations in the list or on the selected reservations only.

4. Click Export. An XLS/XLSX-file will be downloaded to your computer.

New Reservation Request for Corporate Clients

To create a new reservation request for corporate clients,

1. On the Navigation menu, point to clients, and click Corporate clients.

2. Go to the Reservations tab.

3. On the Reservations tab, click New reservation request.

4. In the New Reservation Request window, enter the trip title and trip details.

5. Click Create. The Reservation page appears:

6. The reservation has no services included. To add a service to the reservation, point to Add Service, and click the service of your choice. You will be redirected to the Service Search form. search and book a service as it is described in Search&Book (See the service of your choice). In case you want to add services booked offline to the current reservation, click Add extra services.

7. As soon as you have added all the services you need, set the reservation, issue/get invoices/tickets, print vouchers, set the reservation status to complete.
   Alternatively, click Back to the list of reservations to return to the list of corporate reservations.

View Corporate Reservation Details

To view the reservation details,

1. In the list or reservations, select the reservation of your choice and click its number in the Reservation number column.

2. On the Reservation page, you can:

   1. view the reservation details;

   2. browse the history of reservation modifications;

   3. assign a manager to the reservation;

   4. send documents to an e-mail;

   5. print calculation for selected services;

   6. print vouchers;

   7. book the service again;

   8. issue invoices for clients;

   9. get invoices from suppliers;

   10. add services;

   11. add extra services to the reservation.

For further information, please see Reservations .