Adding or removing customer types from an availability

Adding a customer type

1. Find and open the desired availability.
2. Open the Advanced menu (located next to Availability actions) and select Prices.
3. Click Add customer type.
4. Choose a customer type from the dropdown.
5. Optional: set a per-booking minimum or maximum.
6. Optional: set a per-availability capacity.
7. Click Add.

Removing a customer type

1. Find and open the desired availability.
2. Open the Advanced menu (located next to Availability actions) and select Prices.
3. Click the Edit icon next to the customer type you want to remove.
4. Click the red Remove button.
5. A popup will ask you if you want to remove the customer type. Click OK.

To update customer types for multiple availabilities at once, use the availability updater from an individual item’s settings.

Adding a customer type

1. Go to the Items section of your Dashboard and select the item you want to update.

2. Go to the item’s Calendar (located under the Availability section).

3. Click Update availabilities from the toolbar.

4. In the first section of the updater (under Setup), select Customer types.

5. In the second section, select which availabilities to update by adjusting the date range. If needed, you can narrow down availabilities using the available filters. Read more about these options..

6. At the top of the third section, click Add.

7. Select the customer type(s) you want to add, selecting +Add another customer type as needed..

   Optional: set a per-booking minimum or maximum

   Optional: set a per-availability capacity

8. Click Preview changes to confirm the number of availabilities that will be changed.

9. Click Complete update.

Removing a customer type

To remove a customer type from multiple availabilities, follow the steps above but select Remove during step 6.

Notes

During the Preview changes step, you’ll see a message telling you how many availabilities will be changed. If no availabilities will be affected, double check that you’ve selected the correct options, make any needed adjustments, then click the Preview button again.

A customer type’s per-availability capacity refers to the maximum number of that customer type that can be booked on an availability (for example, a maximum 5 children allowed on any given tour).

Customer type capacity can be changed for a single availability or multiple availabilities at once.

To adjust the customer type capacity for a single availability:

1. Find and open the desired availability.
2. Open the Advanced menu (located next to Availability actions) and select Prices.
3. Click the Edit icon next to the customer type you want to update.
4. Enter the desired capacity in the Per-availability capacity box.

5. Click Save.

   

To adjust the customer type capacity for multiple availabilities at once:

1. Go to the Items section of your Dashboard and select the item you want to update.

2. Go to the item’s Calendar (located under the Availability section).

3. Click Update availabilities from the toolbar:

   

4. In the first section of the updater (under Setup), select Customer types.

5. In the second section, choose which availabilities to update by adjusting the date range. If needed, you can also narrow down availabilities using filters. Read more about these options..

6. At the top of the third section, select Capacity.

7. Select the customer type(s) you want to update, selecting +Add another customer type as needed..

8. Enter the new capacity in the Per-availability capacity box:

   

9. Click Preview changes to confirm the number of availabilities that will be changed.

10. Click Complete update.

Notes

During the Preview changes step, you’ll see a message telling you how many availabilities will be changed. If no availabilities will be affected, double check that you’ve selected the correct options, make any needed adjustments, then click the Preview button again to complete the update.

To drill down even further, you can adjust the per-booking minimum and maximum to specify how many of that customer type can be booked on an individual booking. An example of this may be an activity that is organized into groups, where bookings need to include at least 2 but no more than 5 people.

If per-booking minimums and maximums are not set at the item level, or if you want to override the item’s settings for specific availabilities only, follow the steps below.

To adjust minimum and maximum for a single availability:

1. Find and open the desired availability.
2. Open the Advanced menu (located next to Availability actions) and select Prices.
3. Click the edit icon next to the customer type name.
4. Enter the desired per-booking minimum and maximum.

5. Click Save.

   

In the above example, we are allowing 10 children per availability, but only a maximum of 5 children per booking.

To update minimum and maximum for multiple availabilities at once

To update customer types for multiple availabilities at once, use the availability updater from an individual item’s settings.

1. Go to the Items section of your Dashboard and select the item you want to update.

2. Go to the item’s Calendar (located under the Availability section).

3. Click Update availabilities from the toolbar above the calendar:

   

4. In the first section of the updater (under Setup), select Customer types.

5. In the second section, choose which availabilities to update by adjusting the date range. If needed, you can narrow down availabilities using the available filters. Read more about these options..

6. At the top of the third section, click Min & Max.

7. Select the customer type(s) you want to update, selecting +Add another customer type as needed..

8. Enter both the desired per-booking minimum and maximum. Both the minimum and maximum will be updated to the values you enter here, so even if you are only making a change to the maximum, be sure to also fill in the current minimum.

   

9. Click Preview changes to confirm the number of availabilities that will be changed.

10. Click Complete update.

Notes

• During the Preview changes step, you’ll see a message telling you how many availabilities will be changed. If no availabilities will be affected, double check that you’ve selected the correct options, make any needed adjustments, then click the Preview button again.