Custom Booking Portals

Modified on Sun, Mar 22 at 6:44 PM

Guide to Building Custom Booking Portals

1. Introduction to Custom Portals 0:00

Overview of custom booking portals
Purpose: Create links for specific customers or embed on a page for quick booking
Versatility: Attach to customer accounts, billing accounts, room numbers, or credit cards.

2. Starting the Portal Creation 0:10

Begin by adding a new portal
Example name: “Fake Hotel” (common for hotel contracts)
Options to upload a logo and change header color.

3. Setting Portal Activation Dates 0:33

Set portal active start and end dates
For permanent portals, set end date far in the future (e.g., 2099)
Define minimum and maximum booking dates.

4. Booking Time Restrictions 1:07

Set minimum hours before booking (e.g., 4 hours)
Options for specific date ranges for events like weddings.

5. Portal Options and Features 1:42

Enable pricing if using League Quote Close (LQC)
Allow customer to choose service type and vehicle type
Options to require email, allow notes, and new passenger accounts.

6. Custom Address Options 2:17

Allow multiple passenger names and stops
Options for custom pickup and drop-off addresses.

7. Additional Portal Features 2:49

Prompt for payment details or attach to an account
Options for meet and greet, hourly bookings, and fixed group names.

8. Room Number and Trip Status 3:25

Attach hotel room numbers to trip notes
Set default status of the trip (e.g., unassigned).

9. Email Notifications 4:06

Options to send emails upon booking
Customize email content and subject.

10. Adding Stops to the Portal 6:07

Add normal or airport stops
Specify whether pickups and drop-offs are allowed.

11. Adding Agents and Passengers 7:03

Create agent profiles (e.g., Fairmont)
Options for passenger name entry (freeform or lookup from account).

12. Finalizing the Portal 8:17

Link to the specific portal and embed code for website use
Ensure proper rendering in guest profiles.

13. Conclusion 8:35

Review the created portal and its features
Ensure all settings are configured as desired.