Dashboard
Learn how to use and troubleshoot the Ventrata dashboard.
215 articles
- How to Log In to Your Ventrata AccountStep-by-step guide to logging into your Ventrata account with secure authentication via password or passkey.
- How to Use the DashboardA simple overview of your operation’s performance, showing key metrics and trends to help you quickly assess overall progress.
- Product and Branding Image GuideUpload and manage visuals to improve visibility across sales channels and customer-facing communication.
- Booking Emails GuideA guide to all emails sent during the booking process.
- How to Use TagsLearn how to create, assign tags to organise content and manage associations across products and settings.
- Ventrata GlossaryA list of terms and their descriptions used in the Ventrata infrastructure.
- How to Access and Use the WorkOS Admin PortalManage your organisation’s SSO, directory sync, domains, and authentication logs via the WorkOS Admin Portal in Ventrata.
- How to Use the Bookings TableThe Bookings tab houses all of your reservations, item or gift purchases, and keeps record of your customers and resource allocations.
- How to Use the Booking LevelBooking Level refers to the booking detail, which appears when you select a specific booking on the Bookings page.
- How to Upgrade Bookings from the DashboardUpgrade from one product to another seamlessly while maintaining important booking data intact.
- How to Use the Tickets TableTickets are the bottom layer of the booking hierarchy: an order can have multiple bookings, while a booking can contain multiple tickets
- How to Use the Orders TableAn order is the top layer of the booking hierarchy in that an order can have multiple bookings, while a booking can contain multiple tickets
- How to Create and Use TasksManage bookings using Tasks to provide exceptional customer support.
- How to Use the Extra Upgrades TableExtras are non-booking items, such as mugs as souvenirs. They have their own price and are always sold with a booking.
- How to Use the Item Purchases TableDisplay all item purchases that are sold. Unlike bookings, retail items have no travel date, expiry or capacity descriptors.
- How to Use the Adjustments TablePrice adjustments change the price of a product to match the prices on the market or because a custom price is needed
- How to Use AdjustmentsPrice adjustments are changes to the price of a product to match the prices on the market, or because a custom price may be needed.
- How to Use the Customers TableCustomers is a database of your customers’ contact information.
- How to Use the Household LevelHouseholds are a way to link all memberships and booking/redemption activity from one household.
- How to Create Members and Memberships within Existing Households
- How to Use the Gifts TableThe Gifts table provides an overview of all the gift cards sold through your operation.
- How to Use the Resource Allocations TableResource Allocations is an overview of allocated resources across all your bookings where resources where assigned.
- How to Use the Email Payment Link Using the BackofficeCreate balance due bookings for phone and group sales and let customers pay later using a secure payment link.
- How to Clear Customer DataThe General Data Protection Regulation (GDPR) is a strict EU privacy law that governs how businesses must handle customer data.
- How to Use the Transactions TableThe Transactions tab captures any movement of monies that was recorded by the Ventrata dashboard.
- How to Use the Transfers TableTransfers refer to the movement of funds between accounts.
- How to Use the Disputes TableA credit card dispute occurs when a cardholder challenges a charge on their credit card statement.
- How to Use the Ledgers TableLedgers are accounting books or records that systematically track and summarise financial transactions of a business.
- How to Use LedgersLedgers are accounting books or records that systematically track and summarise financial transactions of a business.
- How to Use the Shifts TableView your sellers' shifts in real time.
- How to Reconcile a ShiftVentrata allows cashiers to reconcile each shift and make sure amount turned in by sellers match the sales made through the terminal app.
- How to Use the Shift Adjustments TableView transaction adjustments made during shift reconciliation.
- How to Use the Scans TableView information about ticket or voucher scans made by sellers.
- How to Create TerminalsTerminals facilitate customer purchases and payments, whether through staffed counters or self-service machines.
- How to Set up PresetsPresets are an efficient tool that helps streamline the sale of popular products.
- How to Create LocationsA location is a physical or virtual site where travel tours or attractions are sold to customers.
- How to Use DutiesDuties are sets of identifiers for drivers.
- How to Create SellersSellers are direct staff selling your products in the field.
- How to Use TargetsTargets are a commission structure for sellers.
- How to Use MessagesContact sellers or locations directly from the Ventrata dashboard, and allow your sellers to reach you using their terminal devices.
- How to Use the Print Errors TableThe Print Errors page is a log of all the print errors that occurred on your payment terminals.
- How to Set up a Screensaver for KiosksAttract customers with eye-catching screensavers on your kiosks. Upload images, GIFs, or videos easily.
- How to Use the New Content Management System (CMS) for my WebsiteExplore the latest design, features and usability upgrades in the new Ventrata CMS.
- How to Create Web CheckoutsA web checkout is an online payment system that allows customers to purchase products or services directly through a website.
- How to Manage Web CheckoutsAfter creating a web checkout, you can further customise it to enhance the user experience and effectively represent your company.
- How to Create PagesCreate informative content for your web checkout.
- How to Point Your Ventrata Web Checkout to a Custom DomainHosting your web checkout on a custom domain enhances brand consistency by providing a seamless experience for customers.
- How to Create ArticlesKeep your customers informed with the latest news from your destinations.
- How to Create AgentsAn agent is a person employed by a reseller selling your products.
- How to Use BandsBands are how Ventrata structures commissions for Resellers.
- How to Use Top-upsTop-ups are prepaid credits added to a reseller’s account, allowing them to make purchases.
- How to Create BatchesBatches are collections of vouchers which can be redeemed by customers.
- How to Use the Invoices TableThe Invoices tab centralises all your reseller invoices, allowing you to create new ones and manage existing ones easily from one place.
- How to Create VouchersA reseller voucher is a document distributed by resellers that entitles customers to a service sold on behalf of the service provider.
- How to Use the Vouchers TableVouchers is are a set of allocated barcodes resellers can use to sell your products.
- How to Use RewardsRewards allow concierges to collect points instead of money, which they can redeem with gift cards.
- How to Use the Products TableThe Products section encompasses the settings required to create a comprehensive portfolio of products.
- How to Use the Availabilities TableView and debug availability variations.
- How to Use ClosuresClosures close availability for products for select periods.
- How to Use the Rates Table
- How to Create ItemsCreate sales items that can be purchased individually or alongside a booking.
- How to Create StocksAccurate inventory tracking helps strategic planning, pricing adjustments, and promotional offers.
- How to Use CountersVentrata offers the counters functionality for attractions that use turnstiles.
- How to Use ChallengesLearn how to set up and use challenges.
- How to Use CategoriesSort your product offering into meaningful groups.
- How to Use BrandsManage your different brands in a single place and assign them to your portals and web checkouts.
- How to Create DestinationsDestinations allow you to split your operation into several separate ones.
- How to Create PromotionsPromotions are discounts used in a variety of applications, from single tickets to entire bookings.
- How to Use QuestionsQuestions allow you to create customisable queries for customers to answer before completing a booking.
- How to Set up Donations with Gift AidSet up Gift Aid donations by adding a donation extra or product, tagging eligible units, and collecting required details.
- How to Create SeasonsSeasons help define peak and off-peak times, allowing businesses to adjust their offering and prices accordingly.
- How to Use Tax Rates
- How to Use Seasonal Tax RatesAutomate the application of periodic tax rates, removing much of the manual grunt work.
- How to Use NoticesAdvertise promotions or updates about upcoming tours using notices.
- How to Create and Format WaiversA signed waiver protects an organisation from liability for certain actions or events.
- How to Create Product Itineraries for Google Things to doCreate itineraries for your Google Things to do connection.
- How to Create Dispatches
- How to Create PickupsVentrata features a pickup engine that automatically assigns a pickup location to your customers.
- How to Create DropoffsAllow your customers to book a transfer to predefined dropoff points.
- How to Create RoutesRoutes are collections of pickup and dropoff points arranged in the order the driver picks up or drops off customers.
- How to Use Pickups and DropoffsLearn how to create and manage pickups, dropoffs, and routes, and configure how they behave across products, options, and individual tours.
- How to Manage Supplier SettingsThe Supplier Settings section contains information about your operation and configurations for underlying Ventrata functionalities.
- How to Create Ledger CodesLedger codes are alphanumeric identifiers used in accounting to categorise transactions and financial activities.
- How to Create GatewaysLearn how to create payment gateways to process transactions on your channels.
- How to Make a New Booking Using the BackofficeEasily create orders from the Ventrata dashboard.
- How to Redeem a Voucher CodeRedeem voucher codes using the Ventrata dashboard or sales portal.
- How to Manage Gift Cards in the BackofficeGift cards are prepaid vouchers that can be purchased by customers and then used as a form of payment for experiences.
- Working with Charts and ReportsLearn how to create reports and charts to analyse data, spot trends, and present insights clearly across your organisation.
- Working with Saved SearchesRecords stored in the database are organised into different columns which you can add, remove or arrange to your liking.
- How to Use Reporting and Export API EndpointsRetrieve reporting and export data directly from Ventrata using dedicated endpoints.
- How to Use the Reseller & Agent Management APILearn how to use Ventrata's Reseller & Agent Management API to programmatically create, update, retrieve, and delete resellers and their agents.
- How to Recalculate RatesRecalculate rates on past reseller bookings.
- Troubleshooting Product AvailabilityProduct availability defines when and how many visitors can book your products.
- Troubleshooting Availability Issues with OTA PlatformsLearn how to troubleshoot availability issues with OTA platforms.
- Troubleshooting Missing Guides in Reports and ManifestsLearn how to display guides correctly when multiple allocations are used for the same tour time.
- How to Fix Bold Font Rendering Issues on Voucher PDFs
- How to Resolve a Certificate Error on Your Custom Domain
- How to Fix Special Characters in Barcodes Uploaded from a CSV File
- How the Search Function WorksLearn how to search tables effectively.
- Why does my reseller invoice show an 'Already Paid' amount?Find out why ab 'Already Paid' amount appears on reseller invoices and how to identify and fix the issue.
- Why are indirect bookings upgraded?
- 'Total' vs 'Net Total' on Reseller InvoicesFind out when reseller invoices show ‘Total’ vs ‘Net Total’—and what it means.
- Why do fares change on redemption?Find out what causes fare changes and how to avoid unintended price differences.
- How to Connect Resellers and Operators Using Ventrata to Ventrata ConnectionSet up a secure Ventrata-to-Ventrata connection between supplier and reseller accounts to enable product sharing and bookings.
- Understanding PAX, Net PAX and Active PAXLearn what PAX, Net PAX, and Active PAX mean and how to use them for accurate reporting and planning.
- How to Set Wholesale LimitsSet a fixed wholesale limit so you can keep dynamic pricing for direct retail, while customers pay any remaining balance.
- How to Use the Allow / Disallow SettingsManage which items are allowed or disallowed, using controls for all items, individual items, or tags — and choose whether values are required.
- Why can’t a membership benefit be redeemed?Learn the most common reasons why membership benefits may not apply during booking.