A customer may ask you to change the number of people or the dates in a booking file.
Open the relevant file:
Click on the "activity" icon (highlighted in yellow):
1-MODIFYING THE NUMBER OF PEOPLE
If you only wish to change the number of participants, change the quantity in the basket:
Confirm the basket:
Click on : Finalise the booking, then click on Continue booking. Choose the new payment method.
For a tourist office, sales at the counter: credit card mandatory as a guarantee if the service provider is external to the tourist office.) Enter the credit card number if payment method chosen + click on Finalise booking.
For a service provider, sale by phone or on site: choose the method of payment you accept + click on Finalise the booking:
The file is now modified and closed. The file is now up to date.
Special case: If the chosen method of payment is other than credit card,
you need to reopen the file to validate the payment and confirm the file:
Click on immediate payment:
Enter the amount to be collected and choose the payment method on this screen:
Then click on the Validate payment button:
You can then automatically edit or email the voucher and/or the invoice (the invoice does not include VAT; the service provider must have an Elloha Connect level package for the invoice to include VAT).
2-MODIFYING THE BOOKING DATE OR TIME
Open the file concerned and click on "Cancel" in the basket:
Click on "at my request", then confirm:
Click on the "activity" icon:
Choose the same activity to add to the basket, but with the new dates:
Confirm the basket. Click on Finalise booking, then on Continue booking.
As the service has already been paid for, do not re-enter the credit card number. Choose "balance paid on site":
The booking is closed automatically. Here is the file with the new dates:
