CustomLinc Staff Documentation
Reports
Bookings
Annual Pass
How to: Send or re-send a Sign up/Confirmation Email for Annual Pass Customer
If the customer can provide their booking reference number, you can search for the booking as nor...
How: An Annual Pass Member can make an excursion booking themselves
Go to the annual pass portal here: https://apps.customlinc.com.au/puffingbillyrailways/Member...
How To: Cancel an Annual Pass booking
Currently this cannot be done within the portal. The user will need to contact the CSC and have t...
How to: Register your Annual Pass account
The customer should receive a confirmation email once the purchase has been confirmed to their...
How to: Purchase an Annual Pass
This is a work in progress, details of this may change as specifics locations for products are pl...
How: A User can reset their password
Go to the annual pass login webpage. Click I have forgotten my password. Type in the ema...
How to: Reset a Annual Pass user password
Go to membership details Search for the Annual pass members full name or membership number ...
How to: Renew a membership/ Annual pass
Inside the annual pass portal they can click the tab Renew Membership Click continue ...
How: A user can edit their service booking in the Annual Pass Portal
A user can see upcoming travel dates on the Dashboard If they want to edit their booking the...
How to: Merge a Member into another Members Account
This is also the process on how to add a separately booked pass for a companion into the paid mem...
Meal Requests/Dietary Requirements
Creating a New Booking with a Meal Request or Dietary Requirement
In this example I will creating a new booking for our Murder Mystery for 2 people. If you are lo...
Editing or Adding a Meal Request to an existing booking
Search for the booking and go into the booking details On the right of the party name go to c...
How a Customer will make Meal Requests for applicable products.
As of 09/10/2024 Meal Requests are only enabled and required on Paint & Sip and Murder Mystery pr...
Dietary Requests on Manifests
When a meal request is filled out it shows in the manifest next to each passengers name. In this ...
Agent Portal
Custom Linc Password Change
This article will show you how to change your password in Custom Linc Open Custom Linc. At ...
Creating a New User / CustomLinc
This procedure details the steps required to add a new user to the CustomLinc system. This will t...
Adding RFID - Custom Linc
This article will show you how to add an RFID tag to a user's account in Custom Linc. Firstl...
Removing RFID - CustomLinc
This article will show you how to remove an RFID tag from a user. Open Custom Linc, select ...
Agent Management/CRM
How to: Assign or Remove Contacts/Agent to Contact Group(s)
Find the Contact you wish to allocate to a Contact group Select the icon This will pop...
How to: Create or Remove a Contact Group
Go to Settings > General > Contact Groups Select ADD > fill in template > SAVE You can ...
How to: Add Contact details to a contact (Agent).
Contacts screen Search for Contact Double-click on ContactOrganisation Select Add to add ...
How to: Export a list of emails from a Contact Group
Go to Contacts Select the Contacts drop down to search for a contact filter. From here...
How to: Create a New Agent in CustomLinc
Go to Contacts > Add Contact (+) > Click Organisation Fill in the Name & any other relevant d...