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Change departure status

Written by PaxFlow Customer Support

The status of a departure tells your team and your customers where the tour stands, for example Confirmed, Started or Cancelled. You change it in the Change status window. In the same window you can write a reason that customers see in PaxPortal and send them a message about the change.

To cancel a departure, see Cancel a departure.

Open the Change status window

  1. Go to Operations > Departures. The Daily departures page opens.

    Departures in the Operations menu.
  2. On the departure card, click the gear icon and select Change Status. The Change status window opens. The product code and the product name show under the title.

    Change Status in the gear menu of a departure.

Change the status

  1. Select the status in New status: Planned, Confirmed, Cancelled, Pending, Started, Finished or Failed.

    The list of statuses in the Change status window.
  2. Optional: under Customers, enter a reason in Public reasons for status change. You can enter up to 100 characters. The counter under the field shows how many you used.

    The Public reasons for status change field with a character count.

    Customers see this reason in PaxPortal, on the page of their booking, under the tour name.

  3. Optional: to add a longer note for customers, click Add next to PaxPortal Departure Note. See Departure notes.

  4. Optional: under Internal, click Add next to Departure Operation Note (internal) to add a note for your team. Customers do not see it. See Internal departure notes.

  5. Click Change status. The message "Departure status updated successfully" shows and the departure card shows the new status.

Send a message about the change

You can send an SMS or email to the customers on the departure from the same window.

  1. Under Customers, select Notify customer manually.

  2. Select a template in Message Template. The list shows your active SMS and email templates.

    Notify customer manually with a message template selected.
  3. Click Next: write message. The Modify Message step opens. Edit the message if necessary.

  4. Click Review Recipients & Send. The Review Recipients step shows who gets the message.

  5. Click Send for an SMS, or Review Recipients & Send for an email. PaxFlow changes the status and sends the message.

Note: If the message does not send, PaxFlow still changes the status.

Change the status from the status label

The status label on the departure card is a quick way to change the status.

  1. Click the status label on the departure card, for example Planned. A list of statuses opens.

    The status list that opens from the status label of a departure.
  2. Select the new status. The message "Status updated" shows.

If you select Cancelled or Failed, PaxFlow asks you to confirm first. See Cancel a departure.

Note: From the status label you cannot write a reason or send a message. To do this, use the Change status window.

Change the status of many departures

  1. On the Daily departures page, click Bulk actions and select Change all statuses.

    Change all statuses in the Bulk actions menu.
  2. The Change status window opens with all the departures on the page in the Departures field. To leave a departure out, click the field and clear the checkbox of that departure.

    The Departures & Departure Groups field in the Change status window for many departures.
  3. Select the status in New status, and enter a reason or notes if necessary.

  4. Click Change status, or select Notify customer manually to send a message first. The message "Departures status updated successfully" shows.

Note: If the page has departure groups, the field is called Departures & Departure Groups.

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