Booking Management

Guides for creating bookings in CustomLinc.

Strategic Partnerships Grant

Overview

This guide explains how to create a booking in CustomLinc for the Strategic Partnerships Grant (SPG) program. Selecting the correct agent ensures the Source and Promotion Code are automatically assigned.

Steps

  1. In CustomLinc, click Add and select Create Standard Booking.
  2. Select the relevant product.
  3. Enter the required booking details.
  4. In the agent field, select (SPG) Strategic Partnerships Grant.
  5. Enter the number of fares required.
  6. Click Update.
  7. Confirm that the Source and Promotion Code have been automatically assigned.

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Important Notes

Booking Office

Booking Office

How to: Check-in a Booking

  1. Click Search. 

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  2. Ask customer for the Booking Reference Number, OR scan the barcode provided on booking reference. 

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  3. Confirm Party Name & Fare details (Adult, Children etc). And click Print Ticket. 

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Booking Office

How to: Manually Search for a Booking on a Specific Service

In this example we will be looking for a booking on the 10:00am Belgrave to Lakeside on the 24th of July. 

  1. Go to Sightseeing > Manifests, set your date on the top left, then click the LEG that you would like to search. These will be in Black font (arrow). 

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  2. Find the booking by Party Name & product. In the Belgrave - Lakeside leg you will see all customers travelling on this section, including Belgrave to Lakeside Single journeys, as well as Return products. 

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  3. Double click on booking to open

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Booking Office

How to: Check Capacity Availability for a Walk-Up Booking

To see correct information on the Availability Screen, please find a guide here: How to: Setup your Ava... | BookStack

OR ask for your team or the IT Team to assist. 


First you will need to be familiar with the Product Codes used within CustomLinc. 

We have two types of journeys: 

  1. Select Sightseeing > Availability. It should default to current date, but you can adjust the dates in the top left if needed.

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  2. Confirm which product you are after.  

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  3. Your focus will be mainly on the second number. i.e. 23/27 on the return prodct means there is 23 bookings, and 27 available tickets.  

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Booking Office

How to: Setup your Availability Screen

  1. Go to Sightseeing > Availability. Click Preferences  

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  2. Set Your Display to ALL. 

    And make sure all the "Show" boxes are Deselected. 

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  3. Your availability table should now show the Manifest and all attached products underneath. 

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  4. Right click on a product availability Cell. Go to Show > Left click Pax/Seats Available 

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  5. You're now Setup. 
Booking Office

How to: Make a booking with Quick Ticket (POS)

The workstation you are trying to do this from needs to be setup to sell tickets via 'Quick Ticket' if the POS option in step 1 is not visible. Please contact IT and request for access. 

Currently the booking made will not receive a Carriage Allocation. Please confirm there is room on a carriage prior to booking. 

  1. Open CustomLinc and click POS in the top left. 

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  2. Select the Date and the Departing Location

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  3. here you'll see the Type of Journey, The available seats & the fares available.
     

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    Currently
    Return products are coloured Light Blue
    Single Way products are coloured Green


  4. Click on the appropriate fare(s) for the product. You will see it populate the fares on the far-right side.

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  5. Click Card in the bottom right.

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  6. Select Walk Up for the Channel & Source. Click OK.

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  7. Select Payment Type - EFTPOS - Integrated and confirm that Process on Pindpad is selected and click OK

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  8. The connected EFTPOS terminal should now prompt for payment. Complete payment. 

  9. Once completed a tax receipt & appropriate tickets will automatically print - The ticket will NOT have a seating allocation on it.
Booking Office

How to: Make a Booking for a Walk-Up

  1. Go to Sightseing > Manifest
  2. Right click the Manfiest you would like to book a product for. (The manifest will have Green Text)
    In this example we will make a booking for the 14:15 Bel - Lak with a 16:40 Lak - Bel Return.

  3. Go to Make Booking, click on the product you wish to sell. 

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  4. Fill in Party Name, Select Walk Up in Channel and input the fares you would like to sell. 

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  5. Click Update in the bottom right.

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  6. Click Receipt

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  7. Click the Payment Type dropdown and Select Visa or Mastercard.

    It does not matter which one you choose. 

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  8. Double left click the amount, it will auot fill with the total balance owing. 

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  9. Click Ok, then finish the transaction on the EFTPOS machine. 

    It may take 20-30 seconds the first time of the day to logon. 

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  10. Once complete, it should auto exit out. Then you can press Ticket to Printer as normal. 
Booking Office

How to: Print the Seating Plan

1. Go to Express > Services, right click the appropriate service and Click View Seating Plans

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2. If there are multiple seating plans you will see them in the left corner. You can traverse to see the other ones in your window by using the scroll wheel or navigation scroll in the middle of the page. 

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3. In the top right click Print. 

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4. Deselect ALL Booking List & click Finish

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5. The first seating plan will be on first page. You can traverse to other seating plans using the NextPage button in the top left. 

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6. Click Print Report. 
You will then print out both seating plans. 

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Payments/Receipting

All Guides related to taking and receipting payments

Payments/Receipting

Receipting a booking using the Online Payment Link in CustomLinc

To receipt a booking over the phone inside of CustomLinc, the Online Payment Link is now the method to complete this. 

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Inside the booking, Select Receipt

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In the receipt menu, change the Payment type to the Card Type, and add the amount to be paid. This method does support Partial payment. Then select Process through Gateway

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Pressing okay will prompt opening of the pending payment page

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This page then presents details for payment, similar to the online site.

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Select the Payment Method, being Mastercard or Visa

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Then enter card details and select Save and Pay

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The screen will then update with the payment made, if partial payment this amount will be deducted. Note the $30 payment

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The booking will also update with the payment made

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When the booking is fully paid off, the below message appears

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And the booking updates with the payment received

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Refunds work the same as normal bookings.

All issues with this system are to be directed to the IT Helpdesk (helpdesk@pbr.org.au) in the first instance.

Payments/Receipting

How to: Make a take an Integrated - EFTPOS payment for a booking

The workstation you are trying to do this from needs to be setup to sell tickets via 'Quick Ticket' if the POS option in step 1 is not visible. Please contact IT and request for access. 

Currently the booking made will not receive a Carriage Allocation. Please confirm there is room on a carriage prior to booking. 

  1. Make a booking.

  2. Click Receipt and the Receipt Booking window will pop up. 

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  3. Select Payment Type - Mastercard or Via and confirm that Process on Pindpad is selected and click OK

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  4. The connected EFTPOS terminal should now prompt for payment. Complete payment. 

  5. Once complete, click Ticket to Printer - The ticket will NOT have a seating allocation on it.