Help

Turn on two-step sign-in

1. Click your name, then Account.
2. Under Two-step sign-in, choose Set up an authenticator app.
3. Scan the QR code with Google Authenticator or Microsoft Authenticator.
4. Type the 6-digit code and choose Turn on.

Code refused? Turn on automatic date and time on your phone.

Invite your team

1. Open Settings, then Users & Access.
2. Invite each person by email and choose a role.
3. Settings, then Roles & Permissions, shows what each role can do.

No invitation? Ask them to check spam.

Connect a mailbox

1. For Gmail, first turn on 2-Step Verification and create an App password in your Google account.
2. Open Settings, then Channels & Ingestion, and add the mailbox.
3. Send a test email to it. It appears in Inquiries & Leads within a few minutes.

Authentication failed? Use the App password, not your normal Gmail password.

Add hotels and rates

1. Open Master Data, then Rate Contracts, and upload the hotel's contract.
2. Check every rate the AI read: seasons, room types and child rates.
3. Add photos to the hotel under Master Data, then Hotels.

Turn an inquiry into an itinerary

1. Open the inquiry in Inquiries & Leads and correct any details the AI got wrong.
2. Create the itinerary from the inquiry, then check prices, hotels and the day order.
3. Preview it, then send it. The customer gets an online link and a PDF.

Bookings, invoices and vouchers

1. When the customer accepts, the booking appears in Operations, then Bookings.
2. Issue the invoice and record payments from the booking.
3. Issue hotel and service vouchers from the booking.

A customer asks for their data

1. Open Settings, then Privacy requests, and search by their email, phone or name.
2. To give them a copy, choose Download data and send them the file.
3. To delete them, choose Erase, give the reason and type ERASE. Amounts and invoices are kept.