Online Booking - Settings

Online Booking Defaults

1. Located under Company → Settings → Trips → Online Booking section:
   
   
   
   
2. Add Online Booking link to all quote emails: By checking this, all quote emails will automatically include a link to the online booking portal by default. If you are using online booking, we highly suggest this setting as it will simplify your workflow!
3. Enable contracting for all Online Booking quotes: By checking this, digital contracting will be available as soon as a customer selects their desired aircraft. If you or your customer would like to have availability confirmed before the customer can sign the contract, do not select this option.
4. Don’t forget to save at the bottom of the page!

Online booking email templates

1. Located under Company → Settings → Trips → Default notes section
   
   
   
   
2. Online booking quote message: This is the copy for the quote email, giving customers aircraft options and the link to the online booking portal. We suggest adding some basic instructions for how your customers can use the portal.
3. Online booking confirmation message: This is the email that customers will receive when you schedule their aircraft.
   • Depending on when you collect payment in your workflow, this messaging may change but you should, again, use it to inform your customers about the online booking workflow.
4. Online Booking Invitation Email: This is the email sent when you grant a customer access to the online booking portal through the "Online Booking" button on the scheduled trip page or on the online booking tab on the quote overview page.
5. Online Booking Enable Contracting Email: This is the email sent when you enable contracting after the buyer has selected the preferred aircraft.
6. Don’t forget to save at the bottom of the page!

Contract documents

1. Located under Company → Settings → Documents
   
   
   
   
2. Edit which documents append to your quotes by default. We suggest having an online booking-specific contract that appends by default to your quotes.
   • You should not have any signature lines on the PDFs as customers will sign and agree to the entire document digitally.
   • You should remove any credit card authorization forms or wire instructions as they will go through the portal to securely enter credit card information or access your wire instructions.     
3. When you add your new online booking contract, make sure you edit your existing contracts to not append by default to quotes.

User settings

1. Edit under People → Users
   
   
   
   
2. For a user to be able to send the online booking portal and payments, they need to have system access to Paynode (People → Users → Personal Info)
   
   
   
   
3. Under the permissions and email tab, give the user full access to request payments.