BookingLive: Online Booking System

External Gift Agents

How to setup a new Gift Agent / Daily Deal Sites

  1. Go to ADMIN > CONFIG
  2. Go to GIFT AGENCIES
  3. Click the CREATE GIFT AGENCIES button
  4. Complete the information on screen and using the reference guide below.

 

Agents that provide Voucher Codes

These include Groupon, Living Social etc who provide voucher codes and the activity and location they are valid for.

NOTE: If you haven't created Extras (e.g. Group On Vouchers, Living Social Vouchers, Products for Sale, Cash Vouchers etc.) AND Extra Category's then you must do that before uploading a CSV File - click here.

CSV FORMAT

Make sure you save the file as CSV. Also make sure the column names are correct otherwise your import will not work. See below.

Note: ExtraName is the name of the Voucher as appears in your system e.g. "Living Social Vouchers".

Your spreadsheert MUST have these three columns only before you import the CSV file into the system.

How to import Voucher Codes

To add codes manually

  1. Go to CONFIG
  2. Go to AGENCY VOUCHER ISSUED
  3. Click CHOOSE FILE button
  4. Import a spreadsheet using the format shown below.

Note: if no codes or prefixes are setup, any code will be accepted for that agency.

 

 

Agents that do not provide Voucher Codes

These include Buy a Gift, Virgin etc who provide a voucher prefix eg "ABC" for activities. 
In this scenario, the best available validation on voucher codes is to check the prefix and determine what activity and dates are applicable.

How to setup Voucher Prefix Validation

  1. Go to CONFIG
  2. Go to GIFT AGENCIES
  3. Open the Gift Agent
  4. Click the AGENCY VOUCHER VALIDATION tab
  5. Click the ADD AGENCY VOUCHER VALIDATION link
  6. Enter a name, the prefix and select the EXTRA the prefix is valid for.
  7. For more information on what the extra should be, click here.

Note: if no codes or prefixes are setup, any code will be accepted for that agency.

Reference Guide

The following reference guide should be used for creating new gift agents.

Item

Description

Status

Name The name of the gift agent Mandatory
Address The address of the gift agent
-
TelNum The telephone number of the gift agent
-
Email The email address of the gift agent
Mandatory
Status Active will display the agent online, inactive will hide the gift agent Mandatory
From Date The date the agent is active Mandatory
To Date The date the agent is no longer active Mandatory
Display Order Number The priority order the agent is displayed within the agent dropdown on the voucher redeem page Mandatory
Voucher Message The message shown when the customer selects the gift agent from the voucher redeem page -
Price Plan The price plan associated - used for automated invoicing -
Voucher Image The image displayed when the customer selects the gift agent from the voucher redeem page -
Invoice Info This should be used to link to the invoice informatio setup in the Invoice Info tab. -

What to do next?

You might want to setup email autoresponders to send periodic emails to the customers to post in the voucher before the activity date.

You might want to understand how the invoicing module could benefit you.