Audience: Manager, IT Administrator
Read Time: 10 Minutes

 

This article describes the Setup and Configuration of Booking Profile for customization of linkable Booking Pages.


Updated September 2024



TABLE OF CONTENTS


If you are looking for Zoho CRM configuration, please click here.


Overview

Booking Pages are accessible via a trip-specific URL and can be used within email and SMS communication to aid in customer booking management. These links can be used as part of a CRM integration or any other way an operator sees fit.


Booking Profiles define specific configuration for a Booking Page. That is, you can manage one or more customizable Booking Pages by creating one or more Booking Profiles and using URL parameters to target those configurations.



Booking Profile Configuration

The booking page link is specific to a trip and can be customized in a variety of ways.



Booking Page Example


Booking Pages are configured from System Settings (shown below). You can have one or more Booking Profiles each with different configuration. For example, one booking page can take a 50% reservation deposit and one can simply collect credit card information with no charge. The link configuration at the end of this document will briefly describe the link configuration options.


Booking Pages Configuration

Booking Pages configuration is available in System Settings (shown below).


You can Add, Edit or Delete profiles by using the buttons at the bottom of the screen.



Default Booking Profile

If checked, this profile will be et as the default and will be used if no booking profile ID is set in the booking link configuration (described end of this document).


Profile Name

Internal, user friendly name to distinguish profile


Target Company

Company information used for branding on the booking page.


Collection Type

Set the information shown to collect credit card information and the target action after the booking is submitted:

  • Book Only: No credit info is collected
  • Collect CC Info Only: Credit card info is collected and saved into the target profile (from reservation)
  • CC Authorization:Credit card info is collected and an authorization for the trip amount is processed as part of the booking submission.
  • Reservation Deposit:Credit card info is collected and a CC charge is made, saving the charge as a reservation deposit.
  • Profile Deposit:Credit card info is collected and a CC charge is made, saving the charge as a profile deposit (per profile setting in reservation, customer, bill corporate, etc.). 


Amount/Amount is %

If a collection type that executes a charge is selected above, these details describe how much to authorize or charge. The % is based off of total trip charge.


Header Description

Allows you to specify content to be displayed on the booking page. This content does support basic HTML tags including <br>, <p>, <a> and information.


Show Trip Summary

If checked, a summary of trip information is shown on the booking page. The booking page is technically anonymous and therefore accessible by anyone who has or guesses the link config. For sensitive trips, it is possible to hide trip information from the booking page.


Require Signature

If checked, a signature panel will be shown on the page and the user will be required to sign. Note: This feature is experimental and may not be included in a future release.


Target Status Completed

Defines the status that should be set when the booking is complete.


Booking links accept a few parameters that can be tailored to support a variety of workflows. It is up to the operator to choose how to use these links. However, a simple process is to include this link in automated CRM activities/notifications allowing for end-customers to book an existing trip directly. The information below is meant to guide Zoho admins to configure booking links.


URLS's specific to a booking profile are shown at the top of the Booking Page list.


Root Path

The URL root is specific to your FASTTRAK database. It includes encoded system information and should not be changed. 

In the URL above, the root path is https://pay.mylink.limo/book/_NpletF3kEqXnLy75IhFqA15ftg6


Trip ID (i.e. id=) *** Required

This parameter specifies the target trip (FT Reservation ID) for the booking page. This parameter is required and will show an error is omitted.


Booking Profile ID (i.e. bp=) *** Optional

This parameter specifies the target booking profile. In the example above, this value is 2 specifying that Booking Profile with ID 2 should be used to show the Booking Page. If no id is provided or the parameter is omitted, the Default profile will be used.


Note: The final URL should follow standard URL specifications including the '?' character separating path and first parameter and '&' for each additional parameter.