Stages define the different stages of your business booking process, for example “Proposal” and “Confirmation”.
How to create a booking process stage
- Log into Kaptio Travel and select Kaptio Travel Settings from the drop down menu in the top right hand corner of your screen.
- Click the Channels tab at the top of your screen.
- Select the Channel for which you wish to create a booking stage.
- Click Stages on the left hand side of your screen.
- Click New at the top of the next screen and the following will appear (as an alternative to creating your own booking process stages you can also click Insert Defaults):
- Enter the Display Sort which defines the position where this stage is displayed on the list of stages. For example, if the display sort for the “proposal” stage is 1, then “proposal” will be displayed as first on the list of stages.
- Enter a Stage Type Name.
- Select the associated Stage Category from the drop down menu. You can learn more about creating stage categories in the App Settings General Information article under App Settings.
- Select a Visualforce Page* from the drop down menu. The visualforce page is the visual page which will be displayed as documents to your customers. Your system administrator can create different visualforce pages for the different booking process stages. For assistance please contact your account manager or email@example.com.
- Select an Email Template relating to this stage type from the drop down menu. The Email template options on this drop down menu are standard Salesforce features and will have been created as defaults either by Kaptio or by your system administrator. For assistance please contact your account manager or firstname.lastname@example.org.
- Check the Does Content Expire? box if the content should expire after a certain amount of time after publishing it to your customers. For example, you might decide that a proposed itinerary is only valid for 2 weeks and will then expire if the customer has not confirmed the holiday by then. This is especially relevant if you are, for example, working with allocations or special offers which might expire after a certain amount of time.
- Select an Itinerary Status After Publishing from the drop down menu.
- Under Channel Page Action at the bottom of the individual booking stages screens, you can create action buttons which are displayed on the itinerary content. When you send out an initial proposal itinerary to your customer, you can, for example, show buttons saying “I have a question” or “I am ready to book”. Each of these buttons can require different actions such as “call to action” or “comment”, followed by individual automated post action texts like, for example, “Thank you for your interest, we will confirm as soon as possible”. When your customer receives the proposal itinerary, he or she can click on the “I am ready to book” button, you will then receive an automated notification saying “call for action” and your client in return will receive an automated message saying “Thank you for your interest, we will confirm as soon as possible”.
- Once you have added all relevant details click Save.