Records/Catalogs

Catalogs #

Catalogs are used to hold the client facing copy and images that display on the Traveler Interface: Trip Page, Booking Form, and My Profile.

Create a catalog #

Click [+] (top right corner)
In the overview panel you are required to enter (Once Type is chosen there may be more additional required fields)
- Name
- Display Name
- Status
- Catalog Type:
  - Airline
  - Brand
  - Destination
  - Gateway
  - Hotel
  - Insurance
  - Other
  - Transportation
Each Catalog type will show different fields to fill in (see below for best practise)

This is an example of the catalog overview before you have selected a type

Airline Catalog #

Best practice items to include:

Overview
1. Name
2. Display Name
3. Status
4. Catalog Type: Airline
5. Flight Status URL
6. Baggage Requirements (URL)
7. Website (airport website URL)
8. IATA Code
9. Phone Number
Documents
1. Logo

Example of an Air Canada Airline Catalog Overview

Brand Catalog #

Build A Brand #

The main catalog types and their supported Display Text keys. The Brand will contain important information about your company.

Building a brand requires filling in info in 3 parts:

1. Overview Brand Fields #

NEED	FIELD	HINTS/EXAMPLES
Mandatory	name	Company County Brand Year ie: TFC Getaways Canada World Cup 2021
Mandatory	display name	A simplified name for clients to see. ie: TFC Getaways World Cup 2021
Mandatory	status	Typically “Active”
Mandatory	catalog type	Brand
Optional	destination	Leave this blank unless every trip in this brand uses the exact same destination catalog
Mandatory	sales workflow	Choose generic or a specific brand (if available)
Mandatory	brand gateway type	Flight Gateway or Bus Gateway Choose your primary gateway type used for this brand.
Mandatory	email	info@company.com
Mandatory	profile url	The public URL your clients will visit to access your Trip Pages, OBE and their My Profile. ie: go.tfcgetaways.com
Best Practise	Main Description	***Please update based on your requirements An unbeatable mix of sightseeing, culture, and events. Break up a dreary winter with a trip to the Caribbean’s most exciting destinations! Visit world class beaches, explore culture rich cities, and bond with your friends!
Best Practise	Rooming Notice	***Please update based on your requirements While it may not be possible to accommodate every request we will do our best to make sure you are sharing a room with the friends you have asked for. Please be advised that if your request involves a change in occupancy charges will apply. We will send you a confirmation email once your request has been processed. Roommate request may not be accepted less than 30 days prior to the final payment deadline.
Optional	Hotel Transfers	***Please update based on your requirements When you arrive we take care of getting you from the airport to your resort. A [company name] staff member will be with you and your friends at all times to make sure you arrive safely.
Optional	Bus Transfer	***Please update based on your requirements When you arrive we take care of getting you from the airport to your resort. A [company] staff member will be with your group to make sure you arrive safely.
Optional	First Choice Hotel Description	***Please update based on your requirements The accommodation selected is your preferred selection and may be modified for a property within the same category.
Best Practise	Trip Page Introduction	Click here to see appropriate copy for this field.
Best Practise	Trip Page Staff	Click here to see appropriate copy for this field.
Mandatory	Status Messages	Click here to see appropriate copy for this field.
Mandatory	Program Period Descriptions	Click here to see appropriate copy for this field.
Mandatory	Price Descriptions	Click here to see appropriate copy for this field.
Best Practise	FAQs	Click here to see appropriate copy for this field.
Optional	Terms & Conditions Acceptance	Enter in the phrasing you would prefer for travellers to agree to when they accept your Terms & Conditions. The text you enter here will appear on the Online Booking Engine Payment Page after the terms and conditions.
Mandatory	payment account	Choose the Stripe account (and currency) that you’re using for this brand. You can only have 1 currency for brand (which is why the country is listed in the brand name). The `Payment Account` choice populates the Currency field.
Optional	External Payment Processor	Choose an external payment processor, if any, to add as a payment method to trips on this brand.

2. Overview Custom Fields #

NEED	FIELD	HINTS/EXAMPLES
Best Practise	company_name	Your Company Name
Best Practise	company_address	123 Main St., Springfield AZ, 90210
Best Practise	company_email	info@company.com
Best Practise	company_phone_number	1-555-555-5555
Best Practise	corporate_title	Your legal company name. ie: Football Tours Inc.
Best Practise	corporate_licence	Example: TICO or IATA
Best Practise	website_url	Your main website’s homepage ie: https://tfcgetaways.com/
Best Practise	instagram_url	Link to Instagram page
Best Practise	youtube_url	Link to YouTube
Best Practise	twitter_url	Link to Twitter page
Best Practise	facebook_url	Link to Facebook page
Best Practise	facebook_review_url	Link to Facebook review
Best Practise	logo	paste the link to your logo image location (Groupdesk staff will get this for you): ie: https://my.tfcgetaways.com/images/brands/tfcgetaways/logo.jpg
Best Practise	logo_width	280px
Best Practise	button_style	Copy and paste this in: background:#a4cb5a; color:#fff; padding:15px 25px; text-decoration:none; border-radius:3px; font-size:16px; line-height:18px; display:inline-block; margin:10px 0;
Best Practise	terms_and_conditions	paste your T&C’s
Best Practise	terms_and_conditions_invoice	paste a link to your T&C’s
Best Practise	faqs	paste a link to your FAQ’s

3. Display Text Fields #

These values were previously entered into the Display Text module on the catalog record. They can now also be found in the Overview of this record.

It is currently possible to enter these values in either place, however the Display Text module will soon be updated and will no longer accept this content.

The brand display text fields are used to populate data into Trip Page, Booking Form, Profile and Emails generated by Mailchimp / Mandrill.

Keys are case sensitive and must be entered exactly as it is listed. (e.g. “Main Description” not “main description”)

NEED	WHERE	FIELD	COPY TO COPY AND PASTE INTO DESCRIPTION
Best Practice	Overview	Main Description	***Please update based on your requirements An unbeatable mix of sightseeing, culture, and events. Break up a dreary winter with a trip to the Caribbean’s most exciting destinations! Visit world class beaches, explore culture rich cities, and bond with your friends!
Best Practice	Overview	Rooming Notice	***Please update based on your requirements While it may not be possible to accommodate every request we will do our best to make sure you are sharing a room with the friends you have asked for. Please be advised that if your request involves a change in occupancy charges will apply. We will send you a confirmation email once your request has been processed. Roommate request may not be accepted less than 30 days prior to the final payment deadline.
Best Practice	Overview	Hotel Transfers	***Please update based on your requirements When you arrive we take care of getting you from the airport to your resort. A [company name] staff member will be with you and your friends at all times to make sure you arrive safely.
Best Practice	Overview	Bus Transfer	***Please update based on your requirements When you arrive we take care of getting you from the airport to your resort. A [company] staff member will be with your group to make sure you arrive safely.
Best Practice	Overview	First Choice Hotel Description	***Please update based on your requirements The accommodation selected is your preferred selection and may be modified for a property within the same category.

Some of the display texts fields require code, those are listed with example copy below for you to copy and paste into the Description field of the Display text module of the Brand Catalog.

Trip Page Introduction (Must be in valid HTML format)

<h1 class=”large align-center”>Welcome to your Company Name Trip!</h1>

<p class=”round”><span>Subtitle 1</span></p>

<p style=”text-align:center;”>Copy for subtitle 1.</p>

</div>

<p class=”round”><span>Subtitle 2</span></p>

<p style=”text-align:center;”>Copy for subtitle 2.</p>

</div>

<p class=”round”><span>Subtitle 3</span></p>

<p style=”text-align:center;”>Copy for subtitle 3.</p>

</div>

<p class=”round”><span>Subtitle 3</span></p>

<p style=”text-align:center;”>Copy for subtitle 4.</p>

</div>

Trip Page Staff (Must be in valid HTML format)

<h5>Subtitle 1</h5>

<p>Add your supporting copy for subtitle 1 here. These is often sales/marketing copy.</p>

</div>

<h5>Subtitle 2</h5>

<p>Add your supporting copy for subtitle 2 here. These is often sales/marketing copy.</p>

</div>

<h5>Subtitle 3</h5>

<p>Add your supporting copy for subtitle 3 here. These is often sales/marketing copy.</p>

</div>

<h5>Subtitle 4</h5>

<p>Add your supporting copy for subtitle 4 here. These is often sales/marketing copy.</p>

</div>

Status Messages: (Must be in valid JSON format)

[{

“key”: “Limited”,

“value”: “Your trip is filling up fast and there is only limited space available. Sign-up for your trip soon so that you can guarantee your spot.”

}, {

“key”: “Waitlist”,

“value”: “Your trip is currently only accepting passengers on the waitlist. You can still sign-up to be placed on the waitlist and If a spot is not available all payments made while on waitlist status will be fully refunded.”

}, {

“key”: “Stopsale”,

“value”: “This trip is currently sold out and not accepting new bookings. We will reopen the trip if more space becomes available.”

}, {

“key”: “Closed”,

“value”: “Your trip is closed and cannot be booked.”

}]

Program Period Descriptions (Must be in valid JSON format)

{

“2017”: {

“April”: “(any value)”,

“Custom”: “(any value)”,

“Family Day”: “(any value)”,

“January Break”: “(any value)”,

“March Break”: “(any value)”,

“May”: “(any value)”,

“New Years Eve”: “(any value)”,

“Semester Break”: “(any value)”,

“Ski Weekend”: “(any value)”,

“Snowjam”: “(any value)”,

“Spring Break February”: “(any value)”,

“Spring Break March”: “(any value)”,

“Summer”: “(any value)”

}

2018: {}

}

Price Descriptions (Must be in valid JSON format)

{

“Total”: {

“name”: “Total”,

“description”: “”

“Sub-Total”: {

“name”: “Your Package”,

“description”: “Your package includes:[List what you include in all the packages for this brand].”

“Discount”: {

“name”: “Discount”,

“description”: “”

“Add-Ons”: {

“name”: “Activity Package”,

“description”: “”

“Tax”: {

“name”: “Tax”,

“description”: “These taxes and fees are compromised, but not limited to: Airport & Airline Imposed Taxes & Fees, Tourism Tax, Transportation Tax, Federal Inspection Fees, and Government Imposed Taxes.”

“Fee”: {

“name”: “Fees”,

“description”: “”

“Insurance”: {

“name”: “Travel Insurance”,

“description”: “Choose the best insurance option for you.”

}

FAQs (Must be in valid HTML format)

<faq question=”Question 1?”>Answer!</faq>

<faq question=”Question 2?”>Answer!</faq>

<faq question=”Question 3?”>Answer!</faq>

Destination Catalog #

Best practice items to include:

Overview
1. Name
2. Display Name
3. Status
4. Catalog Type: Destination
Documents
1. Banner Image
Display Text
1. Short Description

Known Bug: The first Display Text Key Title won’t save on the first attempt. You need to click Save description(s) and then reenter the key, and click Save description(s) again

Optional items to include:

Overview
1. Climate
2. Language
3. Currency
4. Calling Home
5. Electricity
6. Country
7. Requirements (ie: Visa, Passport, etc…)
8. Airport
9. Short Description
10. Notes

Exclusion Catalog #

Overview
1. Name
2. Display Name
3. Status
4. Catalog Type: Exclusion
5. Brand
6. Destination
7. Display Text
  1. In the Display Text Module Key, add the section title for your Exclusions. If you only have 1 section, you can just type “Exclusions”
  2. In the Display Text Module Description, add a list of your Exclusion, with each separate item on it’s own line.

An Example of adding 2 sections on an Excursion Catalog

Excursion Catalog (Other Catalog Type) #

Best practice items to include:

Overview
1. Name
2. Display Name
3. Status
4. Catalog Type: Other
5. Other Type: Excursion
6. Display Text
  1. Trip Page Description
  2. Booking Form Description
  3. My Profile Description
Documents
1. Large Image(s)
2. Any legal form or document (ie: waiver)

Gateway Catalog #

Best practice items to include:

Overview
1. Name
2. Display Name
3. Status
4. Catalog Type: Gateway
5. Gateway Type
6. IATA Code
7. Flight Information (URL)
8. Address

Example Gateway Catalog Overivew for the Edmonton Airport

Hotel Catalog #

Best practice items to include:

Overview
1. Name
2. Display Name
3. Status
4. Catalog Type: Hotel
5. Destination
6. Amenity (List)
7. Dining Option (List)
8. What to know (optional)
9. What to love (optional)
10. Website
11. Email
12. Address
13. Display Text Fields – Short Description
Room Types
Documents
1. Banner Image (This single image shows in the Itinerary)
2. Large Images (Image carousel shows in My Profile)

To complete a Hotel Catalog, you must add a Room Type. This will be the first panel visible on the record, after it has been created. Here you will determine what room types you will be offering and the occupancies that are available.

Note: Once a Hotel Catalog is attached to an Inventory, the Room Types can no longer be updated. If you would like to add a new room type, you will need to create a new Catalog. (If you are unsure of room type we suggest creating a generic hotel with single occupancy OR waiting until you have more information.) This will break all trips attached if you attempt to change them after. If you must update this, you will need to create new catalogues and inventories and use the Swap Process.

Example of adding room types to a Hotel Catalog. Shown is a Standard room with 3 occupancies offered of 1, 2, or 3.

Example of a Hotel Catalog with Images and Display Text Fields

Inclusion Catalog #

Overview
1. Name
2. Display Name
3. Status
4. Catalog Type: Inclusion
5. Brand
6. Destination
7. Display Text
  1. In the Display Text Module Key, add the section title for your inclusions. If you only have 1 section, you can just type “Inclusions”
  2. In the Display Text Module Description, add a list of your inclusion, with each separate item on it’s own line.

Insurance Catalog #

Best practice items to include:

Overview
1. Name
2. Display Name
3. Status
4. Catalog Type: Insurance
5. Coverage Type:
  1. Comprehensive
  2. Declined
  3. Medical
  4. External (This type is still being worked on. Contact us on Intercom if you want to use this feature!)
  6. Display Text
  1. Trip Page Description
  2. Booking Form Description
  3. My Profile Description
Documents
1. Logo (optional)

Create an External Insurance Catalog

Create a new Insurance Catalog
Ensure the Coverage Type is External
Fill out the External Purchase URL with the url to the External Insurance Provider’s website
Add a Trip Page, Booking Form and My Profile Description to the catalog that informs Travellers that they will be able to purchase insurance after booking when selecting this insurance option

Insurance Catalog for External Insurance Provider

Merchandise Catalog (Other Catalog Type) #

Overview
1. Name
2. Display Name
3. Status
4. Catalog Type: Other
5. Other Type: Other
Documents
1. Large Image(s)
2. Any legal form or document (ie: waiver)
Display Text
1. Trip Page Description
2. Booking Form Description
3. My Profile Description

Known Bug: The first Display Text Key Title won’t save on the first attempt. You need to click Save description(s) and then reenter the key, and click Save description(s) again

At this time, Merchandise Catalogs do not support sizing. You will have to upload multiple add on ‘other catalogs’ for sized inventory (ie: t-shirts)

Example Other Catalog Overview for Merchandise

Example of an other Catalog for Merchandise with Document and Display Text

Other (Activity, Event, Excursion, Other) Catalog #

Best practice items to include:

Overview
1. Name
2. Display Name
3. Status
4. Catalog Type: Other
5. Other Type
Documents
1. Large Image(s)
2. Any legal form or document (ie: waiver)
Display Text
1. Trip Page Description
2. Booking Form Description
3. My Profile Description

Known Bug: The first Display Text Key Title won’t save on the first attempt. You need to click Save description(s) and then reenter the key, and click Save description(s) again

Example Other Catalog Overview for an Event

Example Document and Display Text fields for an Other Catalog for an Event

Transportation Catalog #

Best practice items to include:

Overview
1. Name
2. Display Name
3. Status
4. Catalog Type: Transportation
5. Brand
6. Destination
7. Display Text Fields
  1. My Profile Description
  2. Trip Page Description

Updated on August 31, 2020

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Records/Catalogs

Catalogs #

Create a catalog #

Airline Catalog #

Brand Catalog #

Build A Brand #

1. Overview Brand Fields #

#

2. Overview Custom Fields #

#

3. Display Text Fields #

Destination Catalog #

Exclusion Catalog #

Excursion Catalog (Other Catalog Type) #

Gateway Catalog #

Hotel Catalog #

Inclusion Catalog #

Insurance Catalog #

Merchandise Catalog (Other Catalog Type) #

Other (Activity, Event, Excursion, Other) Catalog #

Transportation Catalog #