School, Supplier, or Area
Notes, Actions (ie: Emails, Payments)
What users see
Information related to the Back-End system (Bookings, Contacts, Trips, Transactions, etc). This is what your users see.
This is a field within Groupdesk that defines a relationship between 2 records in Groupdesk (ie Organizer, Trip Planner, Parent/Guardian)
A contact that has gone through the trip booking process and successfully (or unsuccessfully) tried to make a payment. Bookings are specific to trips.
A unique 7 digit Alpha-Numeric code that is created for the passenger when the Booking Form is created. May also be referred to as a Pax code or Passenger code.
Booking Optimistic Balance
This is the amount a traveler will have to pay when their balance is due, assuming they have made all their prior scheduled payments. If they have missed payments, their balance will be larger than the Booking Optimistic Balance.
This holds the logo, colour, T&C's, company contact, and some language information. When I say brand I mean "Company + year".
This is a way of grouping trips. Usually for a Sales reason. These are normally labels created by region. You can attach multiple trips to a campaign, and you can attach multiple campaigns to a trip.
Catalogues hold the 'Marketing' copy, images, and other information that displays once a catalogue is attached to a trip through an inventory segment.
Information associated with your bookings and/or leads, and/or organizers. Holds personal information about the passenger including passport information, contact info, address, payment info, parent/emergency
Contact Record Type
Staff Trip Enhancer
Trip Manager Trip Leader Unknown
Occupancy upgrade fees that only apply to hotels
Where passengers are travelling for their trip
A file you can upload.
Travel Industry Term
A fare basis code (fare basis) is an alphabetic code used by airlines to identify a fare type and allow airline staff and travel agents to find the rules applicable to that fare. Examples: P is commonly used as a First class fare, J for a business class fare and Y for an economy fare.
Travel Industry Term
FIT means "Fully Independent Tour". Everything is separate in these trips and not included in one base price. Ie: A Hotel and Flight are booked separately with different confirmation numbers.
Airport or area where passengers depart for their trip
Login as a traveller (login on behalf)
Contains insurance policy information
The messaging platform that we use to communicate with our clients. Any Groupdesk issues or feedback should be submitted via Intercom on your "company.groupdesk.io" page or on groupdesk.io (the chat circle in bottom right of that page)
Inventories are mandatory for trips. Inventories hold the dates, pricing, and quantities of inventory. Types of inventory: Flight, hotel, ITC, Transportation. Each kind of inventory needs pricing and segments (catalogue(s) attached).
Inventory records have segments. Segments connect the inventory to the catalog. Inventories populate information onto Trip Records via segments.
Travel Industry Term
ITC stands for Inclusive Tour Charter and all aspects of the trip are booked under one confirmation number Example: Flight, hotel and transfers are booked together as a package. (Canadian Transportation Agency).
List of travel and excursions/events/add ons on the travelers Profile
The user portal
A user self-management portal
Modules are a component of Groupdesk found on each record type that contain additional information about the record itself, or related records.
Where travelers book
A page on the traveler interface where travellers can book their trip
A contact association
Organizers can be Reps, Teachers, Fraternity President's, Students Council, etc... They are a special traveler (Organizer) or group of travelers (Many Organizers) who are in charge of the group and have a special role of bringing their friends and others on the trip. Normally they are a paid traveler with the group, not a staff.
The scheduled payments on Trips and Bookings show as payments that are due.
When does the trip take place, example Summer, March break etc.
An active inventory that bookings can purchase and add to their records, but will be changed to another inventory before travel. Example: using a placeholder inventory with generic travel details and then swapping to an inventory with more details closer to the travel date.
A relationship connects 2 records in Groupdesk together.
A segment is an association between an inventory and a catalog. Each inventory can have multiple segments, and if an ITC, can have multiple segment types. Typically an inventory only has one segment type.
Variable codes used for emails that pull information dynamically from the Groupdesk backend. This can pull things like brand information (logos, contacts, T&C's), Traveler Info (Name, Pax Code, Hotel), Trip Info, etc...
enum, open field, date
Contains information regarding money processed on the booking.
Adding methods of transportation ie. buses, ferries etc.
What travelers see
Information related to the Client facing application (Trip Page, Booking Form, Profile). This is what your travelers see.
Unique 6 digit Alpha-Numeric code that is given to passengers that they can use to find their trip page.
A page that shows trip details for a group. This is where travelers click 'buy now'
Trip Planners are your internal staff who have contact with your clients. This person has a Groupdesk login and may be referred to as a 'Travel Agent', 'External Sales', etc...
Ready to Convert
List of the types of trip you are offering, or the individual Trip Type associated with a record (ie Spring Break, Ski trip, Summer Camp)
Record that holds together all inventory, segments, bookings, etc...
One of the measurements we use to manage rooming and inventory
Staff who have a login for Groupdesk