What does it mean?
When making a booking you may request certain information from your customer, e.g. name, date of birth, contact information, etc.
In this article, we explain how to configure each operation line to request such information.
Where do I find it?
Which "Customer Data" should be visible or mandatory can be set under:
Configuration, Transportation, Operation Lines (click 2 dots):
What should I do?
The "Customer Data" can be set as visible or mandatory. Obviously, mandatory fields are also visible.
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Customer data visible:
Displays the box to enter the information requested
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Customer data mandatory:
Customer has to mandatory enter the information requested in the field. Otherwise, they cannot complete the booking.
Here you will find the "Customer Data" fields that are currently available to set them as visible or mandatory:
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- Customer name is visible or mandatory
- Customer E-mail is visible or mandatory
- Customer phone is visible or mandatory
- Customer company is visible or mandatory
- Customer address 1 is visible or mandatory
- Customer address 2 is visible or mandatory
- Customer zip is visible or mandatory
- Customer city is visible or mandatory
- Customer state is visible or mandatory
- Customer country is visible or mandatory
- Customer nationality is visible or mandatory
- Customer passport is visible or mandatory
- Customer language is visible or mandatory
- Customer date of birth is visible or mandatory
- Customer age is visible or mandatory
- Customer comment is visible or mandatory
- Customer air line is visible or mandatory
- Customer flight number is visible or mandatory
- Customer luggage is visible or mandatory
- Customer pets is visible or mandatory
- Consent Email Visible or mandatory
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Internal notes
Internal notes can be visible, they are not visible by default.
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Passbook / Wallet
It's possible to include an external reference on your Passbook / Wallet:
- UID: this is the Palisis booking number, which is the default value.
- FOREIGN_UID: this is the reference provided by an external system, like TourCMS, an OTA or any other system.
- EXTERNAL_VOUCHER: not applicable at the moment.
- EXTERNAL_REFERENCE: this is the external voucher reference uploaded in the Palisis backoffice in Configuration > Sales channels > External Reference Batches
Please, visit this article for more information.
In this example, customer name and email are mandatory and customer date of birth and internal notes are visible.
Don't forget to save after a modification.