This must be done AFTER the conversion has completed (migration to Groupdesk) and BEFORE you give the Rep the link to reset their password.
Open the contact record of the Organizer you want to give the discount to
Change the contact email to an email alias of yours (this is temporary so they are not sent emails while you are doing these changes)
An alias will look like this: email@example.com, or firstname.lastname@example.org
Do NOT use your exact Groupdesk login email. This will break your Agent Interface login.
(This means you will get some emails from us while you complete this process but you can just delete them)
Create a new Booking (for this Rep) by clicking the
+ button and selecting
Paste in the name of the trip (from Central XYZ doc)
Select a Contact: Type the Organizers Name (if there are multiple Organizer with the same name, double check the contact via the email in the contact record)
Now you will fill out all of the details for the booking
Check all the boxes for all of the Mandatory inventory on the trip, including segement and unit EXCEPT FOR HOTEL
When you are at the hotel inventory you are ONLY going to check the segment, and the UNIT for max occupancy (likely 4 or 6)
The new booking record will open
You are now going to apply the appropriate discount
In the Pricing Module, in the discount and fees section click 'edit'
Description: Organizer Discount
Amount: Add in the actual dollar amount of the discount and make sure to note if there is already and EBB applied to the pricing of the Organizer's trip
Update the Booking Status
In the Overview panel, click `Edit
Change the status to
Active (if you forgot to do this the Rep will get an email saying they have to pay money : ( . )
In the Booking Overview Panel, click on the
The Contact Record will open
In the Overview Panel, click
Change the email back to the Rep's email
Refresh your page to make sure the change went through
Make the row in the Rep doc green so that your team knows this Rep is complete and ready to create a password. : )
If you had an issue with the booking. Highlight the row in Orange and tag someone to help you.
Here is a video of this process!