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🔎 Where can I find it?
Setup > Products & Services > Products
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âť“ What does it mean?
This feature is the first step towards presenting your offers clearly and consistently. Create a separate product for each tour your company provides. For example, an Airport Shuttle and a Day Tour may both belong to the “Bus” business unit, but they are different tours and require different configurations. Creating two products lets you configure and display each tour correctly.
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đź’» What should I do?
To create a product, select + Add and enter the required information about the tour:
1 Name: Enter the product name.
2 Code: Enter a short code or abbreviation for the route. This field is mandatory.
3 Business Unit: Assign the product to the appropriate business unit.
4 Receipt layout: Select the receipt layout to print for this product.
5 Capacity Template: Assign the appropriate capacity template to the product.
6 Pickup: Select the pickup route used for this tour. This is optional if you do not have a pickup route.
7 VAT rate: The default VAT rate should already be configured. If a different rate applies to this product, select it here.
8 Description: Describe the tour in up to 255 characters. This text appears as the tour description in the Palisis Webshop.
Next, open the Contents tab and add the relevant information. These fields are required only if you plan to export the tour from Palisis to TourCMS, our channel manager. TourCMS distributes exported tours to online travel agencies (OTAs). If you do not use this integration, you can leave these fields blank.
1 Additional description: Add optional information about the route. This text is visible in the Webshop and supports HTML for styling.
2 Location: Enter the tour location. This field is mandatory for automatic distribution through TourCMS.
3 Product image: Upload up to five images for the route. Images should be no wider than 800 px and no higher than 400 px. These images appear in the Webshop and Boxoffice.
4 Product type: Select the type of tour or experience, such as a day tour, attraction, multi-day tour with accommodation, event, restaurant experience, or transfer.
5 Tour lead type: Specify whether a tour leader is provided.
6 Grade: Select the tour difficulty, such as all ages, moderate, or fit. This helps customers find suitable tours.
7 Accommodation rating: Select the accommodation comfort level, such as no accommodation, basic, or luxury.
Scroll down in the Contents tab to complete the remaining fields:
8 Duration description: Enter a duration such as “1 day”, “4 hours”, or “1 week”.
9 Available: Enter when the tour is available, for example, “Monday to Friday” or “June to September”. This field accepts 1–150 characters.
10 Summary: If the tour name does not clearly describe the activity, add the primary activity here. This field accepts up to 150 characters.
11 Short description: Write a clear description for global distribution searches and product comparisons. Do not use HTML. Maximum 600 characters.
12 Page URL: Enter the product page URL on your website. It must match the channel manager domain configured in TourCMS.
13 Experience / Highlights: Describe the main highlights of the customer experience, such as a scenic hill walk with exceptional views.
14 Included: List what is included in the product. Maximum 2,000 characters.
Continue in the Contents tab:
15 Excluded: List the main items or services not included in the product. Maximum 2,000 characters.
16 Hotel pickup instructions: Explain where and when customers should meet for hotel pickup, along with any other relevant details. Maximum 2,000 characters.
17 Voucher redemption instructions: Explain how customers redeem a voucher, for example by visiting your office near the theatre and presenting a printed or digital voucher. Maximum 2,000 characters.
18 Restrictions: Describe restrictions such as pets, minimum age, or required skills. Maximum 1,000 characters.
19 Extras / Upgrades: Describe the optional extras or upgrades available for the product. Maximum 10,000 characters.
20 Essential information: Add practical details such as what customers should bring or any special conditions. Maximum 10,000 characters.
121/strong Long description: Expand on the short description with more detail. Maximum 7,500 characters.
22 Itinerary: Describe the complete itinerary for the product. Maximum 50,000 characters.
You can expand any text field by dragging its bottom-right corner.
Next, open the Waypoints tab. You must add at least one waypoint to distribute your tour online. Create your waypoints first, as described in How to set up "Waypoints".
Select +, choose a waypoint from the list, and save your changes. You can add more than one waypoint. Waypoints are the locations where customers can buy and redeem vouchers—for example, a sales point where a member of staff uses a device or a ticket office at a specific location.
Next, open the Notifications tab:
1Â Notification email: Enter an email address to receive an automatic notification whenever a customer books a tour.
2 Alert notification emails: Set an alert level for each capacity template. When pre-bookings for a departure exceed that level, Palisis sends an automatic email to the configured recipients. To add multiple recipients, separate their email addresses with commas.
3 Cancellation notification emails: Enter an email address to receive an automatic notification whenever a booking is cancelled.
After that, open the TourCMS tab to configure the integration. In the Distribution section, check whether the requirements for exporting your tours to TourCMS have been met.
Contact our Support team if any of the first three checks are red: TourCMS account, TourCMS signing secret, or TourCMS channel secret. These settings must be configured by our team. The remaining checks relate to the product setup. Review the Attributes, Contents, and Waypoints tabs and resolve any red items when you plan to export the product. Not every check needs to be green if you do not use the TourCMS integration.
In the Properties tab, you can find additional settings for the TourCMS and Palisis integration. Contact our Support team if you are unsure which options to use.
For more information, see the following articles:
- Sync capacity to TourCMS: Turn on this option when Palisis availability should take precedence over the capacity in TourCMS.
- Sync price to TourCMS: Turn on this option when the Palisis price should take precedence over the price in TourCMS. You must enable Sync capacity to TourCMS first.
- Check availability in TourCMS: Turn on this option when availability must be checked in TourCMS.
- Use price from TourCMS: Turn on this option when the price from TourCMS should be used.
- Device booking to TourCMS: Turn on this option to transfer bookings made on Palisis devices to TourCMS.
- Boxoffice booking to TourCMS: Turn on this option to transfer Boxoffice bookings to TourCMS.
- Webshop booking to TourCMS: Turn on this option to transfer Webshop bookings to TourCMS.
- Send redemptions from device to TourCMS: Turn on this option to transfer redemptions from devices to TourCMS.
Next, open the Customer data tab and choose which customer data fields are visible or mandatory in the Boxoffice, Webshop, and Self-service.
The Configurations tab is optional. It contains additional settings for the Boxoffice and devices. For more information, see this article:
Note that the Product page can contain several tabs, with one tab for each business unit. In this example, there is only one business unit.
From the Products page, you can also configure your products directly without opening another page in the back office. Each product provides direct links to the following actions:
1 Calendar setup: Open the calendar setup for this product.
2 Prices setup: Open this product’s prices directly.
3 Edit product: Open the product details and make changes.
4 Delete product: Delete the product. Use this action carefully because it cannot be easily undone.
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