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Manage tour tickets

View and manage tickets when using the Tour Desk in RMS.

 

Overview

Tour Tickets is a ticket management dashboard to view and manage all existing tour tickets when using Tour Desk in RMS.

Tickets for existing tour bookings can be filtered by payment status to track paid, partially paid, and unpaid tour reservations.

Correspondence for selected tickets can be sent by email or SMS using an existing Form Letter or SMS template directly from the Tour Tickets dashboard.

✎ Please Note: RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

 

 

Setup Requirements

The following setup is required to create a Tour Booking in RMS:


Navigation

To access the Tour Tickets dashboard, in the side menu of RMS, go to Tour Tracking > Tour Tickets.

Select a date range to view all existing tickets for tour bookings within the selected dates.

Screenshot of Tour Tickets list filtered by Due Date 01 Jun to 02 Jun 2024, showing 7 records including Full Day Hike, Lake Excellent Sunrise, and Lake Excellent Sunset tours. Date filter field is highlighted. Search fields are listed with no starred selections. Payment Status summary shows Pending Payment 8, Partial Payment 2, Paid In Full 4.

 

Select a payment status to filter the displayed tickets based on their payment status.

Screenshot of Tour Tickets list filtered by Due Date 01 Jun to 02 Jun 2024 showing 7 records. Ticket No and Voucher No are starred as quick search fields. Pending Payment is selected in the Payment Status summary, highlighting the 8 pending records.

 

Searches for existing tickets can be performed using the available filters for ticket number, voucher number, guest number, reservation number, tour name, or travel agent.

Screenshot of Tour Tickets list filtered by Due Date 01 Jun to 02 Jun 2024 showing 7 records. Ticket No and Voucher No are starred as quick search fields. The Search section is expanded showing available search fields. Pending Payment is selected in the Payment Status summary.

 

Send Correspondence

  1. In the side menu of RMS, go to Tour Tracking > Tour Tickets.
  2. Select a Date Range.
  3. Select a Payment Status.
  4. Select the checkbox for a Ticket.
  5. Select the Notes icon 'Send Correspondence' icon.
  6. Select 'Send Email' or 'Send SMS'.
  7. Select a Form Letter or SMS template.
  8. Select the Open folder icon 'Open' icon.
  9. Select the Email icon 'Email' icon or the Comments icon 'Send SMS' icon.
✎ Pleae Note: The 2-Way SMS module is required to send SMS from RMS.

 

Guide

In the side menu of RMS, go to Tour Tracking > Tour Tickets.

Select a Date Range.

Screenshot of Tour Tickets list filtered by Due Date 01 Jun to 02 Jun 2024, showing 7 records including Full Day Hike, Lake Excellent Sunrise, and Lake Excellent Sunset tours. Date filter field is highlighted. All search fields are unstarred. Payment Status summary shows Pending Payment 8, Partial Payment 2, Paid In Full 4.

 

Select a Payment Status.

Screenshot of Tour Tickets list filtered by Due Date 01 Jun to 02 Jun 2024. Paid In Full is selected in the Payment Status summary, filtering results to 4 records: Lake Excellent Sunrise, Full Day Hike, and Morning Horse Ride (two records), all with Paid In Full status.

 

Select the checkbox for a ticket.

Screenshot of Tour Tickets list showing 4 Paid In Full records. All four records are selected with checkboxes ticked.

 

Select the Notes icon 'Send Correspondence' icon.

Screenshot of Tour Tickets list showing 4 selected records. The send communications toolbar button (speech bubble icon) is highlighted.

 

Select 'Send Letter' or 'Send SMS'.

Screenshot of Tour Tickets list showing 4 selected records. A dropdown menu is open from the communications toolbar button, showing Send Letter and Send SMS options.

 

Select a Form Letter or SMS template.

Screenshot of the SMS sending panel for 4 records. The left panel lists available SMS templates including Access Codes, Dinner Reservations, Payment Due, Payment Received, and others. Payment Received is selected. The message preview area is empty.

 

Select the Open folder icon 'Open' icon.

Screenshot of the SMS sending panel for 4 records. Payment Received is selected in the SMS template list. The open folder toolbar button is highlighted.

 

Select the Email icon 'Email' icon or the Comments icon 'Send SMS' icon.

Screenshot of the SMS sending panel showing the Payment Received template loaded. The message reads: Guest, Thank you for your payment. The amount of $1,610.00 has been received. Character count shows 81 / 1 SMS.

 

A confirmation message will appear once the selected correspondence has been sent to all recipients.

Confirmation dialog showing 5/5 SMS Sent Successfully with an orange exclamation circle icon and an Ok button.

 

Payment Status and Receipt Allocation

 The payment status displayed in Tour Tickets reflects the current payment state of each ticket. When a receipt is applied to a Tour charge through Manual Receipt Allocation, the payment status for the corresponding ticket will update automatically. Once a Tour charge is paid in full, the ticket status will change from Unpaid or Partially Paid to Paid.

✎ Please Note: Receipts can be allocated to Tour charges with a future date. This allows staff to collect advance payment for a scheduled tour before it occurs. See Manual Receipt Allocation for the full guide.

 

 

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