Policies and notes

Keep your standard terms, notes, inclusion lists and add-on services ready so nobody retypes them.

Policies and Notes is a premium area for reusable content. It is found under Quotations.

Policies#

1. Open Policies & Notes, then Policies.
2. Select Add policy.
3. Enter a policy name and policy details.
4. Save.
5. Use the edit action to change it later.
6. Use pagination to browse older records.

Typical examples are cancellation, payment, refund, child, hotel and rescheduling terms.

Notes#

1. Open the Notes tab.
2. Select Add note.
3. Enter a title and description.
4. Save.
5. Use Set default to make one note the organisation default.
6. Edit existing notes as needed.

Typical examples are visa reminders, packing guidance, ID requirements and arrival instructions.

Inclusion and exclusion sets#

1. Open Inclusions & Exclusions.
2. Choose the inclusions or exclusions list.
3. Create a named set.
4. Enter at least one non-empty item. Five blank rows are supplied for convenience.
5. Add or remove rows.
6. Save.
7. Use the row actions to edit or delete a set.

Additional services#

1. Open Additional Services.
2. Select Add service.
3. Enter the service name and description.
4. Choose Overall or Per day pricing.
5. Enter a non-negative price.
6. Save, then edit it when defaults change.

Examples include travel insurance, airport transfer, guide service and room upgrade.

Use saved content in a quote#

Inside the quote builder you can search and import saved policies, inclusion and exclusion sets, and services. Imported services keep their default price and type but stay editable per quote.

Frequently asked questions#