Manual Bookings

Manual Bookings

How to manually create a new Booking

How to edit a Booking that you have created

How to request payment for a Manual Booking

How to pre-define your company address

How to change the company address that appears on your payment requests

How to change the balance due date on a payment request

How to charge a deposit and a final payment

Related Topics

MANUAL BOOKINGS

How to manually create a new Booking

1. Login to the TMT Infinity Platform

2.Click 'Bookings' on the Main Menu

3.Click the green 'Create Booking' button, top-right

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4.Complete Traveller's first name

5.Complete Traveller's last name

6.Complete Traveller's email address

7.Enter a unique reference number. (This is separate from the unique Trust ID and is for your internal records).

8.Add the End Date of the tour of activity in Date of Travel. (This date must be today or in the future)

9.Select the processing channel from the drop down menu

10.Complete the description of product/service (1023 characters maximum). It's important that each component of the full purchase, a bus journey followed by a tour, for example, is listed. This must be completed in order for the part or all of the booking to be financially protected for the traveller.

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11.You will be required to enter the exact amount of passengers in attendance and which country the travel product or service will take place. (Pax is number of passengers in the booking)

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12.Select the Country where the passengers are travelling to from the drop down menu.

13.Finally, add the value of the booking.

To save this booking, scroll to the top of the page and click the 'Create new booking' button.

Please note that all of the information entered will be viewed by the traveller making payment for the booking.

The booking you have just created will be saved as a draft and is now viewable in the summary of your most recent bookings. You can edit if you realise you have made a mistake using the blue edit button at the top of the screen.

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You will now need to generate a payment request in order for your traveller to be notified to make payment for this booking. The traveller is emailed a link to a unique, temporary, payment page. Read on for next steps.

MANUAL BOOKINGS

How to edit a manual Booking

1.Select the 'Bookings' tab on the left hand side of the dashboard

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2.Click on the blue 'Edit' button at the top of the screen

You can edit the following fields:

First Name

Last Name

Email

Reference Description

Pax

Country Travelling To

Total

Press the green 'Save' button once you have finished your edit.

MANUAL BOOKINGS

How to request payment for a Manual Booking

1.To request payment for the booking, open the draft booking and click the green 'Generate Payment Request' button.

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2.This will open a new tab which should be pre populated with your Company Name and Address.

3.You can amend the Due date - it defaults to 15 days from today.

4.You are then required to enter the Terms & Conditions of payment. For example, the deadline for payment. You can amend the Terms and Conditions if you have amended the Due date.

5.You can now Preview the Payment Request (blue button top right) and Edit (same button) before you send to the traveller.

6.To save the payment request information and send the request at a later date click 'Preview'.

7.You have two options to send the Payment Request to the traveller.

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You can 'Copy URL' (orange button top right) and paste this link in an email that you send to the traveller yourself.

Or,

Email the traveller via the Payment Request app and CC your company email address (use green button at top right).

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Your company will appear in the subject line of the payment request email in order for travellers to recognise the sender and nature of the email.

The traveller will be asked to enter Payee information and click 'Make Payment' before entering their card details. The traveller selects the currency, clicks Pay and receives a transaction email from Trust My Travel to confirm the status of their payment.

The status of the Booking will be updated once the traveller has successfully made payment.

Please note: the URL payment page will expire on the 'Due Date' you set. If payment is not made by this date you will need to create a new booking.

MANUAL BOOKINGS

How to pre-define your company address

1.Login and click on the 'Settings' icon at the top right of screen. Go to 'Edit Site Settings' button

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2.Enter your company address into the Company Address field and click on the Save Site Settings button

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3.Your company address should now appear by default on all Payment Request pages generated from now on.

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MANUAL BOOKINGS

How to change the company address that appears on your payment requests

1.Select the Settings Cog icon, the top right

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2.Select 'Edit Site Settings'

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3.Manually type over the address with the required address.

4.Click 'Save Site Settings'

MANUAL BOOKINGS

How to manually change the balance due date on a payment request

1.Click on the green Generate Payment Request Button

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2.Change the due date by manually typing over the date in the blue rectangle

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3.Change the Terms & Conditions by typing over the pre populated words in the blue rectangle

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MANUAL BOOKINGS

How to charge a deposit and a final payment

1.Follow instructions for “How to manually create a new Booking”

2.In the Total field put the deposit amount.

3.Follow the instructions to generate a payment request in “How to request payment for a Manual Booking”

4.Once you are ready to charge the Final Payment you will need to edit the booking, amend the Total and generate another payment request.

5.See instructions for “How to edit a booking”