Adding a Deposit Rule in Travelify - Step 2
This guide will walk you through the process of adding a deposit rule in Travelify.
Go to www.travelify.io
1. Introduction
From setting priorities to adding deposit options, follow the engaging instructions below to streamline your employee training process.
Before we start if you wish to see subtitles in addition to this voiceover then please ensure "Captions" are enabled on your screen
We need to remember that a deposit can only be applied to a refundable product and will also only apply if the customer is travelling outside of the minimum period that the full balance payment is due
2. Click "Deposit Rules"
Access the Deposit Rules section.
3. Click "Add"
As we have already added the Deposit types in Manage Deposit Options we can now proceed to add a new Deposit Rule
4. Click here to give the Rule a recognisable name
Click here to give the Rule a recognisable name
5. Fill in name
Fill in name
6. Leave Priority set as 1
Leave Priority set as 1
7. Ensure this box is checked to Enable the Rule
Ensure this box is checked to Enable the Rule
8. Here you select the Deposit Options you wish to apply
Here you select the Deposit Options you wish to apply
All the Deposit Options you have previously added in Manage Deposit Options will appear in this list
9. Make your selection from the dropdown
Make your selection from the dropdown, you can choose as many as you wish
10. Make selection
Input the required data accordingly.
11. Make selection from dropdown
Opt for the instalment deposit option.
12. Here you decide Minimum Days Before Travel that the customer can pay a deposit prior to departure
Here you decide the Minimum Days Before Travel that the customer can pay a deposit prior to departure
13. Select from the dropdown
Make selection from the dropdown
14. Here you decide the Due Date Days Before Travel
Here you decide the number of days prior to departure that the full balance payment is due
15. Make selection from the dropdown
Make your selection from the dropdown
16. You can ignore these fields and move on
Much like with adding pricing rules you can ignore these fields and move on
17. As we have named this as an Accommodation Rule we must check this box
As we are making this Deposit Rule for Accommodation, as with Pricing Rules, we need to check this box
18. Check Accommodation box
Check Accommodation Box
19. In Product Types we must also check Accommodation
In Product Types we must also check Accommodation
20. Check box
Check box, another form will appear to, add Accommodation Rule Criteria
21. Here you can select Suppliers you wish to apply this Rule to
Here you can select Suppliers you wish to apply this Rule to
22. You can make selection from the dropdown, but if you leave this field blank the Rule will apply to all your Accommodation Suppliers
You can make your selection from the dropdown, but if you leave this field blank the Rule will apply to all your Accommodation Suppliers
23. Click "Save"
Click "Save" to add the new Deposit Rule
24. Click "Proceed"
You can now Proceed as you have sufficiently completed the form to enable the new Rule
25. The new Rule will now appear in your list of Deposit Rules
The new Rule will now appear in your list of Deposit Rules
You can repeat this process for each Deposit Rule you wish to create, for example, flights, packages, dynamic packaging, etc you just need to give each Rule it's own name
This guide covered the steps to efficiently add a deposit rule in Travelify, ensuring a systematic approach for employee training. From defining standard deposits to managing options, you are now equipped to optimize your deposit rule configuration.
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