Online Booking - Settings

Before you get started some settings need to happen before you can start offering your clients an Online Booking flow. 

Online Booking Defaults

Located under Company → Settings → Trips → Online Booking section:

1. 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. To save time, it's best to have this one checked!
2. Enable contracting for all Online Booking quotes: By checking this, digital contracting will be available as soon as your client selects their desired aircraft. If you or your client don't need to have availability confirmed or use different T&C for your trips before signing the contract, select this option.
3. Allow payments on new quote emails: The same as for contracting; if you don't need to have availability confirmed before the payment, select this option.
4. Don’t forget to save at the bottom of the page!

Email header graphics

Located under Company → Settings → Integrations → Emails. Add your logo by pressing Add/update image.

Online booking email templates

Located under Company → Settings → Trips → Default notes section.

1. Quote PDF message: This message will be displayed on your quote that is attached as an PDF in the email.
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 on how your customers can use the portal.
3. Online booking confirmation message: This is the email that customers will receive when you schedule their trip.
   • 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!

Team Notifications

Set up notifications that allow your team to get real-time notifications when a client selects an aircraft or signs a contract:

    3. Name your list, for example, "Booking Notifications"

4. Add the email addresses of team members you would like to get these notifications.(Expand to see image)

5. Select "Online Booking Team Notifications" (Expand to see image)

    6. Don’t forget to save at the bottom of the page!

Contract documents

1. Located under Company → Settings → Documents. (Expand to see iamge)

   
   
   
   
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, edit your existing contracts to not append by default to quotes.

User settings

1. Edit under People → Users. (Expand to see image)

   
   
2. To send the online booking portal and payments, users need system access to Paynode, People → Users → Personal Info. (Expand to see image)

   
   
3. Under the permissions and email tab, give the user full access to request payments. (Expand to see image)