Step 2: Customize

Share details on your Branded Language, Visual Branding, Payments, and Booking Flow Needs

There are 4 Customize Questionnaires to Complete

TOTAL Estimated time to prepare: 3 Hours 15 minutes TOTAL Estimated time to complete: 17 mins

Customize Branded Language Questionnaire

This questionnaire tell us about your branded language. Please provide equivalents to the following phrases/terms/questions:

Estimated time to prepare: 1 hour Estimated time to complete: 5 mins

Here is a list of the questions to help you prepare:

  1. What do travelers call your Sales Staff? ie: The external name for your Internal Sales Staff: Travel Agent, Trip Planner, Sales Agent

  2. What do you call the people who organize your trips? ie: This is typically a traveler or someone outside of your Organization who is in charge of spreading the word and getting people signed up: Reps, Ambassadors, Organizer, School Leader

  3. What do you call the discount given to the people who organize your trips? ie: Organizer Discount, Rep Incentive, Ambassador Reward

  4. What do you call the list of leads your organizers give you? ie: RSVP List, Invite List, Interest List

  5. What do you call onsite staff? ie: Staff helping your travelers onsite often have a different team name than other staff: Crew, Team Members, Staff, Destination Team

  6. What do you call your Customer Service Team? ie: Staff providing customer service to your travelers at many touchpoints?: Customer Service, Client Experience Team, Help Desk

  7. Do you have a tagline? ie: Find your #TripofaLifetime, Rainbow Tours last a Lifetime!

  8. What do you call the included items on your trips? ie: Included Add Ons, Freebies, Inclusives

  9. What do you call the optional items for purchase? ie: Excursions, Add Ons, Exclusives

  10. Do you have a Code of Conduct? If yes, what do you call it? ie: Code of Conduct, The Code, Behavior Agreement, etc...

  11. Your Trip Page has an area to add a 'stamp of approval', 'tagline', or other 'satisfaction' copy. What would you like this area to say? You'll need a Title and a bit of copy. ie: In the image below this is the Happy Traveler Verified" section. Please create some copy that will go in this place. It can be 'stamp' copy, 'tagline' copy, 'Why Travel With Us' copy, or anything that makes sense.

When you are ready to submit your answers, you may click to begin the link to the Branded Language Questionnaire here.

Customize Visual Branding Questionnaire

This questionnaire tells us about your company 'look'

Estimated time to prepare: 1 hour Estimated time to complete: 5 mins

Here is a list of the questions to help you prepare:

  1. We want our internal URL to be: ie: company.groupdesk.io

  2. We want our external URL to be: ie: my.eurotrips.com, go.worldtraveler.org, travel.globiz.au

  3. What font do you use for your digital presence?

  4. Colours:

    1. Primary

    2. Secondary

    3. Other

  5. Have you submitted your logos to support@groupdesk.io

When you are ready to submit your answers, you may click to begin the link to the Visual Branding Questionnaire here.

Customize Payments Questionnaire

This questionnaire tells us basic details about your accepted payments. Please check with your finance/Stripe team to confirm these.

Estimated time to prepare: 15 mins Estimated time to complete: 2 mins

Here is a list of the questions to help you prepare:

  1. How many Stripe accounts do you use?

  2. Which Currency's do you accept?

    1. CAD

    2. USD

    3. Other

  3. Which forms of payment do you accept?Visa

    1. Visa Debit

    2. American Express

    3. Mastercard

    4. Discover

    5. Diners Club

    6. Cash

    7. Cheque

    8. Money Order

    9. Gift Card

    10. Other

When you are ready to submit your answers, you may click to begin the link to the Payments Questionnaire here.

Booking Flow Questionnaire

This questionnaire tells us what your OBE (Online Booking Engine aka Shopping Cart aka Booking Flow) should contain. Traveler Information, Account Info, and Payment is mandatory.

We recommend reducing the number of items you have on the booking flow to encourage the ease and speed of travelers bookings.

Estimated time to prepare: 1 hour Estimated time to complete: 1 min

Here is a list of options to help you prepare:

  1. Which Optional Sections of the OBE would you like ENABLED for your traveler booking experience?

    1. Traveler Section:

      1. Emergency Contact

      2. Student Number

      3. Passport Info

    2. Rooming:

      1. Choose/Upgrade Room Type

      2. Choose/Submit Roommates

    3. Insurance

    4. Add Ons

    5. Coupons

When you are ready to submit your answers, you may click to begin the link to the Booking Flow Questionnaire here.

If at any point you have questions or need assistance, please reach out to your Groupdesk contact, or submit a question on Intercom (bottom right).