Updating Corporate Traveller Profiles
From the sideBar select Clients then Corporate Travellers
and the filter options will display as follows:-
Enter the Surname then select Search and an overview of the profile will display
To update the information select the Traveller Profile option
Note: Traveller Profiles allow for additional data to be stored
On completion of entry of the basic data select "SAVE" and the following will result;
From here you can do the following;
Create a New Trip
Add this Traveller Profile as a Client in their own right
Edit the Profile Data
Expand the selected data set
Full Corporate "Add On" * additional monthly fees apply
With this module you get the additional automated smart features
Corporate Cost Centres
Here you name the cost centre and add the annual budget for the cost centre (budgets function on a calendar year basis)
all trips for the Traveler associated with the Cost Centre display the remaining Budget in the Trip and in the Cost Centre
Booking Fees
Here you can store various FEE types which will be automatically added to the Client Trip on creation of the trip, you set all components of this data set as required
Corporate Sector Fees
Again you enter what you require to apply to your client when the "events" occur
on completion select "Create New"
Stored Cards
NOTE: Credit Card data is NOT stored in VTO - to store the full card detail you must use the Active - Payment Gateway Options
Once you select Preferred as YES and select "Create" you will be redirected to the Payments Gateway
Here you can store all the relevant credit card detail - once completed a token is returned to VTO ULTIMATE which allows re-use of the Card for client purchases