Product
How to Create Tour Groups
Tour groups allow you to group tours together based on time of day to change pricing and availability.
Prerequisites:
'Longitude' and 'Latitude' are filled in on the product detail.
Opening hours are filled in on the product level.Few readersHow to Create Included Products
On the Product Level , you can create included product, or includes, which constitute your package. To create a package, on the product form tick the 'Package' checkbox.
Package
The product level changes slightly to accommodate the components necessary to create a functional package product. In this article you will learn how to add includesFew readersHow to Create Combinations (Cross-Sell)
Combinations (Cross-sell) offer a way to suggest customers other products IN ADDITION to the one they already selected. There are three reasons why an operation would make this decision:
One or all of the included products are not sold on their own, because they are sold for free, uninteresting or they are a loss maker, and bundling them generates profit.
You want to make sure your product is sold. More people on the HoHo bus gives you the opportunity to advertise, sell bottles of water,Few readersHow to Create and Manage Extras
Extras are non-booking items, such as mugs as souvenirs. Extras are created on the Product Level , they have their own price and are always sold with a booking.
Create a New Extra
In your Ventrata dashboard, go to Products Products.
Products - Products
Select an existing product.
Go to the Extras tab.
Press theFew readersHow to Create Options
Options allow you to create variations of your products, for example, based on language, duration or time of day. In this article you will learn how to create and set up product options.
Create a New Option
In your Ventrata dashboard, go to Products Products.
Products - Products
Select an existing product.
Go to the Options tab.
Options (https://storageFew readersHow to Create Tours
Tours allow you to create a schedule of tour times throughout a given day when customers can visit your attraction. There are two methods to create tours:
Individual Tours
Bulk Tours
Create an Individual Tour
In your Ventrata dashboard, go to Products Products.
Products - Products
Select an existing proFew readersHow to Create Dropoffs
You can allow your customers to book a transfer to predefined points on the product level. This is acheived by Dropoffs.
Prerequisites:
The 'Dropoff Available' checkbox on the tour detail is ticked.
Create a Dropoff
In your Ventrata dashboard, go to Products Products.
Products - Products (https://storage.crisp.chat/users/Few readersHow to Create Opening Hours
Opening hours determine which of your tours are available. Tours outside opening hours are not shown to customers.
Create Opening Hours
In your Ventrata dashboard, go to Products Products.
Products - Products
Select an existing product.
Go to the Opening Hours tab.
Press the color 2fa846 (+ NEW OPENINGFew readersHow to Create Tickets
On the Product Level you have the option to create tickets, or units, that customers can buy to attend your attraction.
Create a New Ticket
In your Ventrata dashboard, go to Products Products.
Products - Products
Select an existing product.
Go to the Tickets tab.
Press the button.Few readersHow to Create Comparisons (Up-Sell)
Create comparisons to products which can be offered INSTEAD OF an already selected product. This can be a premium product for a higher price with extras included in the attraction or a variation of the same product for the same price.
Comparisons (Up-Sell)
The customer selects a product, number of tickets, and tour time. Before the selection of a payment method, the customer may decide to change their seleFew readers
Point to Point
How to Create a Point to Point Product
Point to Point allows you to create products that offer transfer services from one point to another with pickup points and drop-off points in between. Follow the steps below to create a point to point product.
Create a Point to Point
In your Ventrata dashboard, go to Product Products.
Products - Products
Create a product by pressing the + New Product button.
PrFew readersManaging Point to Point
Point to Point are types of products which offer transfer from one point to another. Think of it as a shuttle service with intermittent stops. In Ventrata terminology stops are called points, which are grouped into point groups, or zones, and the time table of your service is divided into runs, or cycles, which are intervals of transfer.
In this article you will find guidance on how to
Manage Rates using point groups
and how to
Manage Run Availability (1-manage-run-aFew readersAvailability and Rates Modifiers
Modifiers
Modifiers allow you to specify your settings using criteria such as options, tours, seasons, etc. In the Ventrata dashboard you will notice modifiers in the Rates and General Availability sections of the product page.
Modifiers
By default, all availability and rate modifiers are enabled on the product detail page.
In your Ventrata dashboard, go to ProducFew readers
Availability
Availability Management
Product availability encompasses a set of modifiers (capacity, resource groups, opening hours, tour times) that are taken into account when a booking is taking place. Resource availability is typically an automated process where the distribution and sum of all available resources is taken into account depending on product and resource capacity, date and time specification and so forth.Some readersTroubleshooting Product Availability
Product availability defines when and how many visitors can book your products. That depends on several settings on the product and elsewhere.
When faced with missing or incorrect product availability, you may turn to Ventrata's Availability Debug Tool which provides a quick and easy way to spot issues with product availability.
Alternatively, review your settings in the following sections:
Product Details
Ticket DetailsFew readersHow to Set Product Availability
Availability defines when and how many visitors can book your products, which is influenced by product settings such as:
allocated resources,
capacity settings,
and opening hours of the product or tour times.
Beyond product settings, there are other factors influencing a product's availability:
planned closures,
seasonal changes of availability ,
operational changes,
whitelisting and blacklisting the product in related sections (resellers, bands, sources).
In this article yFew readers
How to Use Custom Brands
Brands
Managing more than one brand in your portfolio is now even easier. If you have a number of brands that you need to manage, you no longer have to manually input them for each supplier or destination. Brands have been moved to their own dedicated section with a single drop-down menu allowing you to assign a brand to each portal and checkout.
All customer facing communications will now have the selected brand assigned to the checkout or portal that sold the ticket, with non-branded chFeaturedVentrata Widget
What is Ventrata Widget
Ventrata widget is used by your clients for booking via web checkout.
It's part of each product page on ventrata web checkout, but it can be also integrated into external websites.
All you need to do to enable it is to copy paste the unique string of HTML code, which you can find in Web Checkout - Checkouts section.
(https://storage.crisp.chat/userPopularVentrata Glossary
Bookings
Customer - refers to the person who made the reservation
Status - refers to the current status of a reservation:
Redeemed - already used. All orders made through a point of sale are redeemed because they are sold as entrances
Part Redeemed - partly used. Not all includes have been redeemed, in the case of packages
Balance Due - the outstanding amount to be paid
Cancelled - annulled
Pending - orders have a timeout period. This can be setPopularManaging Seated Resources
When dealing with resources with seating, such as a coach or a boat, you might want to have a seating plan ready. Not only will you have a visualised overview of your visitors' seating, but your guests also know their allocated seat at the time of booking.
In this article you will learn how to create and modify your resource's new seating plan.
Create a Seated Resource
Assign Seating One by One
Bulk Add Seat
PPopularHow to Use Resources and Resource Groups
While the purpose of resources is to manage transportation, guides or accommodation, resources can be also used to manage product capacity/availability.
Grouping resources together enables you to share resources across multiple different products or assign multiple resources to the same product.
Create a Resource
In the Ventrata dashboard, go to Products ResoSome readersNotifications for Operators
There is a new support for operators in Ventrata. In case if operators will not get all bookings update emails you can allow them to get notifications.
On the specific operator tick the box Allow Notifications as shown below:Few readersNew Integrations for Resellers
From now on there are new connections you can use in Ventrata.
Simply go to Resellers Connections and click the New Connection button:
From the list then select the desired connection and do not forget to fill in some more information about the connection if required.
New integrations are:
CitySightSeeing integration
Brussels Card integration
For Brussels CFew readersCancellation refactor
Cancellation refactor
Right now during cancellation of some booking it is not possible to create a new cancellation reason.
Ventrata refactored this feature and there are different cancellation reasons listed in a drop-down menu from which the client has to choose from:
If the cancellation reason is not within the list, please use the reason "Other" as shown below and usFew readersRecalculating the Rates
There are instances where you want to recalculate rates on the reseller’s booking. This could be after making an update to the pricing.
How to recalculate rates
On the Bookings table select the bookings you want and you Bulk Actions Recalculate Rates.Few readersPresets
Presets are an efficient tool that helps streamline the sale of popular products. This is achieved by setting up product configurations that can be processed with minimal manual intervention in just a few clicks using the Quick Sale flow of the Ventrata terminal app.
Create Presets
In your Ventrata dashboard, go to Ticket Terminals Presets.
Ticket Terminals - Presets (https://storage.crisp.chFew readersHow to Create a Manifest
Manifests offer an easy way to keep track of booked products, resources, occupancy, and others. You can customise the manifest view so that you see only information that are important for your operation.
In this article you will learn how to create a manifest.
In the Ventrata dashboard, go to Calendar.
Calendar (https://storage.crisp.chat/users/helpdesk/website/f7d3bddabada0800/sFew readersWorking with Saved Searches
The Ventrata dashboard displays your data in an interactive table view similar to a pivot table.
Records stored in the database are organised into different columns which you can add, remove or arrange to your liking. To make sense of this information, you are likely to use only a handful of columns regularly. The Ventrata dashboard offers the Saved Searches functionality to save your selections and retrieve them at a moment's notice.
You can use your saved searches as input data to creatFew readersUsers
Users are people in your organisation who have access to the Ventrata dashboard. You can assign different roles to your users to group them based on the area they work in.
To create a user,
In the Ventrata dashboard, go to Admin Account Settings
Admin - Account Settings
Press the Users tab.
Users (https://storage.crisp.chat/usersFew readersCounters
Ventrata offers a number of features for limiting availability within a tour or an attraction, be it with resources or tour times. For attractions that use turnstiles, or other means of constant validation, Ventrata has implemented counters.
Counters allow entry to your attraction with more flexibility using the capacity setting at your venue in two different ways:
With Entry TurnstilFew readersGift Cards
Gift cards are a new feature in Ventrata that allows customers to purchase a voucher, for any amount they wish, that can then be used to purchase any of your products. These can be redeemed both on the customer-facing website and on the backoffice by staff
Selling gift cards online
Gift cards can be purchased on your website at any product checkout. On any product page you will see a Buy Gift Card button in the top right above the calendar and ticket options.
(https://storage.criPopularCustom Receipt Templates
The custom receipt templates are a new feature that will allow you to create a custom receipt for any specific product. It will allow you to include copy, advertisements, any legal requirements, or anything else product-specific on a per-product basis without affecting your familiar, global receipts that print for all other products.
Creating a New Template
To create a new receipt template:
Click on Products and, at the bottom of the list, choose Receipts. This will take you tPopularBalance Payments Through the Website
Until now, the only way to pay for bookings that had a balance due was to collect the card details over the phone or take the money when they showed up with their voucher.
Now, when you press the Email Receipt button on an order and send a receipt, it will bring up a Pay Balance Now button. This will take customers to the web checkout and allow them to pay the remaining balance, after which they will receive their tickets.
(https://storage.crisp.chat/users/helpdesk/website/f7d3bdPopularPrinting Variables
Printing variables are used to customise your transaction, booking or ticket receipts. They allow you to insert specific information on the printed receipt, which can vary from case to case. You can see the list of current printing variable below. At the bottom you can see a matrix of usage of particular variables divided into Transactions, Individual and Group sections.
Supplier Details
(You can add the supplier logo)
supplier.telephone - the phone number set up in supPopularProduct Customer Fields Customisation
If you go to particular product page and open the Fields tab below the product name, you can now define following fields that are visible / required either per booking, or per ticket:
Full Name
First Name
Last Name
Company
Email
Mobile
Language
Country
Address
Notes
They can be customized by source using the dropdown in the bottomSome readersSmarter Commission Deduction on Promotions
You may now choose out of four available settings if you are creating a new or editing an already created promotion in the Products Promotions section:
Deducted from commission
Deducted from wholesale rate
Split 50 / 50
Pro-rata
Note that you may find examples with comparisons of particular settings after choosing the desired one at the bottom of the promotiPopularWeb Checkout Navigation
You might have seen some of Ventrata’s sites with drop-down navigation to other pages, and could be wondering how to set it up. This guide aims to help you get that done:
This is set on a Web Checkout level under the Navigation bar.
Simply hit + NEW NAV button and fill in thSome readersHow to Reorder Products on a Web Checkout
Ever wondered how to change the order of particular products in various categories on a web checkout? It's easy and takes just few steps, including Featured Products on a homepage and All Tours and Activities category.
The principle is always same - go to the Products - Categories and open the category you would like to reorder.
You will see Product List on the right side ofSome readersOperator Access
This is important for operators that run with limited availability resources (such as for city tours) or that need to meet and greet clients beforehand (such as for small guided tours). Bear in mind that they will have access to all the booking information, but won’t be able to make any changes to bookings.
To set operators up, go to the Operators tab under Products:
Then select thePopularReconciliation of a Shift
Once a sales shift is ended, Ventrata allows cashiers to start doing the shift reconciliation, making sure that the amount of cash, card, and vouchers that have been brought in correspond to the sales that the seller has made through the applications. These may differ because of errors on part of the sellers, money is lost, etc.
The cashier is a user with access to the shift management tool in Ventrata backend, and their responsibility is to check what the sellers turn in anPopularCommunication with Sellers
Ventrata allows for a limited communication between the operation and the terminals, so you can send messages to individual sellers or to a particular location directly via Ventrata dashboard. The communication can also happen from terminal to operation. You can find this functionality at the Ticket Terminals -Messages section.
Operation to Users
(https://storage.crisp.chat/users/helpdesk/website/f7d3bddabada0800/vystrizekpng1Some readersHow to Create and Manage Fares
Fares allow you to dynamically control the pricing by setting up one or multiple rules, where at least one or all of them have to be met. When these rules are met, the price of your product changes automatically.
In this article you will learn how to create and set up your fares, as well as view a demo of how they work using some examples.
Create New Fare
In your Ventrata dashboard, go to Products Products.
Products - ProductsPopularRoles
Roles group users with similar responsibilities into categories. Each role has a defined set of permissions within areas of the Ventrata dashboard, so called Dataset Permissions, as well as action permissions which extend the role's capabilities in an area.
In this article you will learn how to create roles and what the above mentioned permissions mean and/or allow users do.PopularReseller Invoicing and Reporting
Invoicing and managing payments with your resellers becomes exponentially more difficult the more resellers you have. Invoices are generated by the supplier and are visible to each reseller on their dashboard.
Generate a New Invoice
In the Ventrata dashboard, go to Resellers Invoices .
Resellers - Invoices
Press the + New Invoice button.
+ New Invoice (https://PopularWorking with Charts and Reports
The Ventrata dashboard offers tools to discern detailed information about focused aspects of your operation. The Generate Report button appears in most sections of the dashboard to help you create reports and charts, useful for both finance and day-to-day operations.
The Generate Reports button appears on the action bar sandwiched between the top navigation and page table. Follow the steps below to create and manage reports and charts.
Reports
CrPopularBlocked Shifts
Sometimes you may come across Blocked shift in your shift overview in Ticket Terminals -Shifts section. It's one of the statuses.
This may happen when the shift was not ended in 12 hours (the system has to close it automatically after 12 hours of inactivity). It will block that particular terminal from being used until the blocked shift is ended properly. To do so, any other seller (canSome readersHow to Manage Resellers
Table of Content
Creating a New Reseller
Reseller Options
Reporting Options
Reseller Information Options
Invoices and Billing Information
Credit Limit
Settlement Methods
Other Settings
Online Affiliates
Default Pickup Options
Allowed Card Brands
Scheme
Product Settings
Rates
Other Options
1. Creating a New Reseller
To create a new reseller (one that hasn’t registered through the concierge portal), go to ResePopularHow to Manage Agents
Table of Content
Creating an Agent on the Backoffice
Agent Options
An Agent is the person who performs a sale for a reseller that sells products on your behalf. They can have a login or not. They will have a login if they’re carrying out sales through a trade portal. They will not if they sell paper vouchers.
1. Creating an Agent in the Backoffice
Head to the AgentPopularHow to Use Bands
Table of Content
Creating a Band
Band Scheme
What Can Be Sold in a Band
Setting Product Prices
Bands are how Ventrata structures commissions for Resellers. You can edit the commission on the reseller itself, but an operation often has resellers numbering in the thousands. Because most will have the same commission structure, Ventrata operates with Bands.
1. Creating a BanPopular