How do I assign a customer to an expedition?
When creating / editing an expedition, you will surely notice the "Assigned Customers" tab.
After activating this tab, you will be able to add your customers to the expedition by adding names on the above-mentioned "white board".
If you do not see any content in this tab, it means that your expedition has the status "Draft".
If you have finished creating your expedition, click "Public" and then go to the "Assigned Customers" tab.
To assign a customer to a given expedition, press the "Assign New" button.
A pop-up window will appear in which you will see a drop-down bar with the customers names listed and the search bar.
You can enter your customer name in the search bar and then select it from the search results.
After selecting the customer, a Discount will be automatically loaded if it has been defined in the Customer profile.
The next step is to define whether the customer is Diver or Non-Diver.
After changing this option, additional options appear below or disappear, which you have defined in the "Additional Options" and "Dive Sites" tab, which you added to this expedition.
You can easily select which options the customer wants to use.
When you finish selecting additional options, you will notice that the final price has changed depending on the options selected.
If the customer has made a prepayment, you can enter this value in the "Paid" field.
If you have finished, please click the blue "Submit" button.
To assign another customer to this expedition, remember that you do not need to add a new expedition.
You can add another customer in the same place in the same way as described above.
If the system does not allow you to assign a customer, it probably will indicate the limit you set when creating the expedition.
- Quick Start
- How to add new expedition?
- How to edit expedition?
- Why do I need dive sites?
- Why do I need additional options?
- What is the difference between "Draft" and "Public"?
- How do I assign a customer to an expedition?
- How do I edit a pinned customer?
- How to unpin a customer from expedition?
- How to remove an expedition?
- Video Tutorial