Standard Deposit Rules in Travelify - Step 1 Manage Deposit Options
Explore how to manage deposit options and set standard deposit rules efficiently in Travelify.
Go to www.travelify.io
1. Introduction
Before we start if you wish to see subtitles in addition to this voiceover then please ensure "Captions" are enabled on your screen
Let's start by mentioning 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 is due, for example if they are travelling in 3 weeks, but full balance is due 10 weeks before check in date then they would not be offered a deposit option
2. Click "Deposit Rules"
Access the Deposit Rules section.
3. Setting up a Deposit Rule is a two stage process, so first click on Manage Deposit Options
Setting up a Deposit Rule is a two stage process, so first we need to click on Manage Deposit Options to create the deposit type
4. Click "Add"
Click "Add" in this tutorial we are going to show you how to set up a Standard deposit
5. Create a recognisable name
Create a recognisable name, bear in mind that the customer will see this field
6. Fill in deposit name
Fill in deposit name, always keeping in mind the customer will see this on the website
7. Here you give the customer details of the deposit set up
Here you give the customer details of the deposit that is set up
8. Start filling in this field, as an example...
Start filling in this field, as an example "Pay a deposit of..."
9. Click "{AMOUNT}"
We then need to go down to the curly brackets and select AMOUNT, the system will calculate the required deposit
10. Highlight "{AMOUNT}"
Highlight AMOUNT and Copy
11. Click next to "Pay deposit of "
Click next to "Pay deposit of...."
12. Paste AMOUNT in this space
Paste AMOUNT in this space
13. {AMOUNT} should now appear
AMOUNT should now appear, ensure there is a space before curly bracket
14. Ensure there is a space before {AMOUNT}"
Proceed with the deposit payment of the specified amount.
15. Continue filling in these details
You have already filled in Pay deposit of and added in AMOUNT now we need to give a due date
type something like "with balance due"
16. Then select"{DUEDATE}"
Again go down to the curly brackets this time to Due DATE
17. Highlight "{DUEDATE}"
Highlight Due DATE and Copy
18. Click "Pay deposit of {AMOUNT} with balance due "
Click and paste next to balance due
19. {DUEDATE} should now appear, ensure there is a space before the curly bracket
Due DATE should now appear, ensure there is a space before the curly bracket
20. Here you select the amount of deposit you require
Here you select the amount of deposit you require as a Percentage, as the Percentage box is checked if this box is unchecked then this amount will be in the currency selected, so, be mindful of this
21. Here you can change the currency if you wish
Here you can change the currency if you wish, but it should be set up to default to whichever is your default currency
22. Make your selection from the dropdown
Make your selection from the drop down
23. Here you decide the minimum number of days prior to departure that you require the full balance
Here you decide the minimum number of days prior to departure that you require the full balance
24. Click "Save"
Click Save to add the Deposit Option
25. This will now appear in your list of Deposit Options
This will now appear in your list of Deposit Options
This guide covered managing deposit options, setting standard deposit rules, and accessing additional actions in Travelify. Learn to navigate the deposit settings effectively for seamless employee training.
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