Click on "Departures" and then click on "Daily departures"
Adding Departure Notes from Daily Departures.
On the Departure you want to add the departure note to, click on the "Actions" drop down then click on "Notes" and "Add Departure Note"
Then a pop up window will open up where you can type your note.
Once you have added the note make sure to click "Save"
A success message will appear "Departure note has been updated successfully" and then you can click on "Close" to close the pop up.
Editing Departure Notes.
If you need to edit the Departure note click on the "Actions" drop down then click on "Notes" and "Edit Departure Note"
Then you can edit the note as needed, let´s remove "Tour is on today"
And then click on "Save"
A success message will appear "Departure note has been updated successfully" and then you can click on "Close" to close the pop up.
Departure Notes on a Departure level.
To access departure notes on a departure level, click on the "Actions" drop down then click on "View Departure"
Click on the "Actions" drop down then click on "Edit Departure Note" (if there is no note on the departure it will say "Add Departure Note")
And then you can edit the departure note as needed. Let´s add "Today!" to the end of the note.
Make sure to click on "Save"
A success message will appear "Departure note has been updated successfully" and then you can click on "Close" to close the pop up.
Viewing the Departure Note on PaxPortal
By the booking you want to view click on the "Actions" drop down then click on "Open on PaxPortal"
The Departure Note is now visible on the bottom of the PaxPortal, see highlighted circle.
Adding Departure Note via Change Status.
On the departure you want to add the Departure Note, click on the "Actions" drop down then click on "Change Status"
Choose to what status you want to change the departure, let´s change this departure to "Confirmed"
You can also add a note to the "Public reasons for status change" field - this will show up on the PaxPortal.
Now add the Departure Note into the Departure Note field.
Once you have added the note click on "Change status"
Viewing the Departure note on the PaxPortal.
A "Success Message" will appear. Click on the plus in front of the departure to open the passenger list.
By the booking you want to view click on the "Actions" drop down then click on "Open on PaxPortal"
On the PaxPortal under the tour name you can see that the tour is now Confirmed and you can see the public reason added - see highlighted circle.
And below the waivers you can see the Departure Note that was added - see highlighted circle.
Adding hyperlinks and Images to Departure notes.
On the Departure you want to add the departure note to, click on the "Actions" drop down then click on "Notes" and "Add Departure Note"
Type the note you want to add, then you can highlight the text you want to hyperlink and click on the "hyperlink icon"
Then a text field will pop up.
Copy your link into the text field and click on the "arrow" next to the text field to save the hyperlink.
You can also add images to the departure note, click on the image icon.
You can add a link or upload from your device, click on "Select an Image" to upload.
A pop up window will appear to let you know that the image is loaded. Click on "Insert" to add the photo.
8. Click "Image loaded. Click Insert to add it."
9. Click "Close"
Viewing the Departure note on PaxPortal
On the Daily Departures view click on the plus in front of the departure you want to view a departure note on.
Find a passenger to view the departure note on and click on the "Actions" drop down and then click on "Open on PaxPortal"
On the PaxPortal you can now see under the Departure Notes the hyperlink added. Click on the hyperlinked portion of the text to open up the link.
And under the Departure Notes you can also see the image added.