How to set up the transfer system (Services)

Available for plans: M | L | VIP | Enterprise

Where can I find it? Company >>> Transfers. 

Step 1: Activate Transfers

Go to the ''Services'' tab >>> Select a service >>> ''Transfers''. You can make the transfer required.  

Step 2: Add the Pick Up Point

Write the name of the pick up point, where your clients will be picked up (normally somewhere that is near to X amount of hotels,) and click on Add point. 

Step 3: Define the Pick-up time

Define the pick-up time. Write how many minutes before the event your clients have to be before the event starts. In the confirmation email the clients will see a time to be at the pick up point, not a message saying that they have to be there X minutes before the event. 

Step 4: Add the coordinates

Add the coordinates to the pick-up point. You can copy and paste there the coordinates, or click on the button on the right of the field and a window will appear with a map. Search for the street or interact with the map to find the street and the coordinates will appear at the bottom. Click on Save to add the coordinates.

Step 5: Set up the pick up time exceptions 

If you want, set up pick up time exceptions.

These are a couple of examples of exceptions:

You can exclude pick-up point for data range, single day, weekly days or specific hours:

Step 6: Add coordinates to each hotel

Add coordinates to each hotel in your list. It works the same as Step 4, click on the button on the right and set up the coordinates.

In the widget your clients choose their hotel with a pick-up associated to it. The system will then generate the map. 

If you have many hotels per pick-up point it may be difficult for your clients to choose hotels so we implemented a search system for them. They will begin to type the name of the hotel and it will narrow it down to the hotel they have.

Step 7: Configure your settings

If you need you can restrict pick-up by anticipation for days/hours/minutes before the event start or for a fixed time the time before the event:

and disable transfer for particular service, event, day or month:

Step 8: Specify the price

Add a price per pick-up point. You can set up a price for each of your pick-up points in each of your services. Go to ''Service'' >>> Your service >>> ''Transfers'' and you'll see the section ''Price of pick-up''. You can set the pick-up as a free but if you want to set up a price uncheck the the check-box you see there.

Then you will see the options to add a price per pick-up to each of your ticket types. Each ticket selected will have that price added, so if they choose 3 adults the price will be 3 times the price you set. You can set the same price for all, or choose not to charge to children (type 0), etc. The choice is yours.

You can set up default prices for all pick-ups used in the service. Don't select any pick-up point and add the prices.

Or you can set up prices per pick-up point. Select each pick-up and add the prices. You can also select using the service default price or a free transfer per pick-up selected.

Price variation by ticket type

Only applicable when Use Company Defaults is clicked in your service.

You can vary prices per ticket type from Service >>> Edit >>> Transfers, when you have Transfers active from your company tab and you're using the Company Defaults. Once here, select a pick-up point and change the prices to your needed tickets:

This is an example of the widget with transfers activated:

As you can see if you have many hotels per pick-up point your clients have the options to type the name of their hotel to narrow the search for their own.

This an example of the email and map your client's will see:

Confirmation email

Map

Configuring Meeting points

Meeting points are useful for Tour operators who need a second point of reunion for many aplications, i.e. having services defined specifically for walking tours. Here are the steps you need to follow to configure your meeting points.

 Advice: firstly, create pick-up points and hotels list from the transfer menu to be able to configure meeting points.

Step 1: go to the Transfers menu

Once in the Transfer menu head to the Meeting points section and activate it:

Step 2: define a pick-up time

Enter a pick-up time in minutes (prior to event start) to show to your customers.

Step 3: create the meeting point

Step 4: stablish your event's or business location for any given service

Go to your Services tab >>> select the desired service >>> Service information >>> add your location here:

Step 5: verify the information is correct from your service

Head to your service or calendar and select transfer. Once you have checked this option, select a hotel from the list, as we show you in the following video:

Whenever your customer clicks on "View Map", it will prompt to a window with a Google Maps integration in which your customer will be able to locate the established meeting point: