Before learning how to set-up a Ticket activity, please make sure you have completed the following (wherever applicable):
This article will cover the following topics:
- Defining Ticket Activities
- Where do I go to create a new activity?
- Activity Name/Date Information
- Internet Booking Configuration
- Activity Notes and Restrictions
- Pricing Information
- Taxation Information
- Capacity and Inventory Assignment
- Pickup/Dropoff Locations
- Activity Description
- Third-Party Barcodes
- Activity Specific Cancellation/Reservation Policies
Defining Ticket Activities
Ticket Activity: An activity that allows for bar code uploads and scanning capabilities.
Where do I go to create a new activity?
- From the navigation bar, select Products > Manage Activities > Manage all Activities.
- Click on the Activity type you wish to create on the shortcuts panel (in this case, select Ticket).
- You will be brought to your Basic Settings tab, which is where the majority of your configuration occurs.
Activity Name/Date Information
As soon as you have saved your new activity, the system will auto-generate a unique Activity ID which is useful for differentiating between similarly-named activities. The Activity ID will also need to be provided for OTA connections.
- Enter a Name for your activity.
- Select a Category Name (which should have previously been created).
- Enter the Activity Location (where does this activity take place).
- Insert an Image and Image Caption to display on your online booking engine. The Zaui online booking engine is image-heavy, so you want to ensure you upload high-resolution images.
File size must be less than 781.25 KB, at least 765px x 430px and must be .jpg / .jpeg
- Set the Start Date and End Date.
- Configure the Ticket sales cut off time if necessary. This setting allows tickets to be sold after the activity has started up until the cut off time
- Configure your Activity Time and Days. You have the ability to add activity time ranges if your activity starts at different times during different date bands. This is important to include if you are partnering with OTAs.
Date ranges cannot overlap! Make sure your activity date/times are set up properly and lineup correctly.
- Configure your Activity Duration in days and/or in time.
- Limit number of ticket scans allows you to control whether or not you will allow re-entry. If you tick this box, you can select how you would like the ticket to expire:
- First Scan (default): The ticket is valid anytime from the first scan plus the activity duration.
- Never: The ticket does not expire with respect to time.
- Activity Date: The ticket is only valid to be scanned during the activity time on the date the activity is sold for.
- End Date: The ticket is valid to be scanned until the end of the date band on the Activity Time and Days set-up. As seen below, the ticket will expire on October 1, 2020.
10. Warn when first scan is not the activity date: With this enabled, if customers are attempting to redeem their ticket on a date that is not listed on the ticket a warning message will populate on the Point of Sale app when the ticket is scanned.
Internet Booking Configuration
Check the Publish to Internet? flag if you wish to allow this activity to be booked on your front-end website.
For the passenger types settings, you can customize which are enabled and redefine them if needed. If you leave the User Defined field blank, the system will use the default definitions.
Keep in mind that the customization you make here is specific to this activity. To customize your passenger-types system-wide, check out this article.
The Advanced Settings tab allows for further customization.
Activity online booking threshold time allows you to configure a minimum time limit (for example, if you put in 24, this means customers cannot book within 24 hours of the activity), as well as for a maximum time limit (for example, if you put in 72, the online booking engine will only show options until 72 hours into the future).
A popular flag is the Require individual guest details, for companies that require guest details for each person booked on an activity.
The Activity Web Sort Priority box allows you to organize the order in which each of your activities will display, both online and in the back office. A priority of 1 will put the activity at the top of the list. A value of 0 (default) does not consider priority and will place the activity below any prioritized tours.
Activity Notes and Restrictions
This section is where you can attach any Activity Notes/Restrictions that you have created.
To create Activity Notes/Restrictions,
- From the navigation bar, Select Settings > Manage Activity Notes and Restrictions.
- Click on Create Note/Restriction on the shortcuts panel.
- Note that the text field is limited to 100 character counts.
- Click on Save.
- These notes will be displayed on the activity and checkout pages of the online booking engine, as seen below.
This section is where you will attach the price codes that you have previously created. Check out this article for information on how to create price codes. If you are offering different prices on different date ranges, you can attach more than one price code.
This section is also where you can add price codes that are either based on the Activity Date or the Purchase Date. For example, you would like to offer a cheaper price for bookings made from November 2020 to March 2021 for your April-June 2021 tours, and a regular price for bookings made during your operating season. For this example, make sure you base your activity price on the Purchase Date.
When entering the start and end date of your price code, ensure the end date is always past the end date of the activity (in Activity Name/Date Information section) to prevent any pricing errors.
Only taxes that have been previously created will be listed in this section. Check out this article for information on how to create taxes/fees.
Enabling When booking this activity apply all per person per day charges will apply the tax per person, per day for Rental or Multi-Day activities. This flag needs to be enabled in conjunction with the Per Person Per Day taxes mentioned in this article.
Capacity and Inventory Assignment
This section is where you will attach equipment or set the capacity for your activity. Please check out this article for information on how to create and assign capacity/inventory onto each different type of activity.
If your Ticket activity offers pickup/dropoff services, this section is relevant to you.
You want to ensure you have your Zones created prior to continuing this setup.
- To allow customers to choose their pickup locations when booking online, check the Enable guests to select pickups for online bookings box.
- Click on Add Pickup Configuration.
- Set the Start and End Dates of when this pickup location will be available to choose from.
- Select the Pickup Zone previously created.
- Pickup Offset is used for an overnight trip where the dropoff might occur the next day.
- Pickup Start and End Time refers to the window of time within which the pickup will occur.
- Repeat steps 2-6 for all additional pickup zones offered.
- The Dropoff Assignment works the same way as the Pickup Assignment.
- Short Description Line 1: This field will be part of your page title when customers view this activity on the online booking engine. The description here will be important for any search engine placement.
- Primary Activity Description: This field is where you will want to provide your customers with details about your activity. This information will be displayed online before the customer purchases the activity as well as on the back office dashboard, by hovering or clicking on the I icon.
- Additional Activity Information: This field will be visible by the customer on the online booking engine as well as on email confirmations.
- Ticket Text: This field will only display on Point of Sale tickets.
Third-Party Bar Codes
Once you have saved your new Ticket activity, you will notice new tabs appearing on your menu. This will allow you to upload third party bar codes to your ticket activity.
This uploader allows you to specify, for this activity (ticket), specific bar code values to be used when this ticket is sold through the system. The bar code values that you supply here are linked to a specific passenger type when the activity is sold.
If you decide not to supply bar code values, Zaui will automatically generate 2-D (QrCode) bar codes encoded using our internal algorithms.
- Click on Upload Bar codes to configure this setting.
- Choose a file of the desired bar codes. Files must be in CSV format, containing one single column of codes (no heads or other formatting).
- Select the Bar code type. Note that the Zaui apps read QR codes only.
- Select the Passenger Type to which the file of codes should be associated.
- Optional: select the Company from which the bar codes were received. This will be used for reporting later.
- Submit your bar codes to upload them.
Activity Specific Cancellation/Reservation Policy
You learned where to add your overall company Terms and Policies under System Settings. This section is where you may wish to add activity-specific cancellation/reservation policies. For example, perhaps you would like customers to know before they purchase one of your tours that there is a 4 passenger minimum requirement to run this specific tour.
- In your activity set-up page, you will want to select the Additional Settings tab.
- Scroll down to Activity Specific Cancellation/Reservation Policy and enter the activity-specific policies here.
- Don't forget to click Save.
- You will now be able to see Cancellation Policies on the Online Booking Engine's specific Activity Booking page.
- In your activity set-up page, you will want to select the Additional Settings tab.