- Letters or emails to customers
- Letters or emails to suppliers
- Invoices & receipts
- Pre-travel information packs
- Quotation responses, including tailor-made tour quotations
- Accommodation vouchers
How it works
We use a set of tokens - for example, %b_id% for booking ID - that can be used in emails and word processor documents. Wherever TourCMS finds a token in a template, it will be replaced with data from the booking itself.
You create a template (in a conventional word processor such as Microsoft Word) and these templates are uploaded in RTF (Rich Text Format). Go to TourCMS > Configuration&setup > Booking templates (RTF). Templates may have graphics, colors, and images. You can print out the documents on your own headed paper if you wish.
Here you can insert the file:
Along with booking information, tour content can also be pulled into the templates. This enables documents such as tour specific pre-departure information packs to be produced.
In this simple example, a confirmation email is generated by using the following template...
Thank you for your booking for the %t_name_web% tour starting on %start_date_display%.
...which gets converted to...
Dear Mr. John Smith,
Thank you for your booking for the Grand Spanish Adventure tour starting on 1 Jul 2011.
Further information about the documentation template system can be found in the Documentation manual (Emails / Invoices)