Change Departure status in Departures.
In this guide, we'll walk you through the simple steps to change departure statuses in the departures and passengers list, ensuring smooth communication and organization within your team or service.
Change Status
Click on "Departures" on the left hand side bar and then "Daily Departures"
From the Departures dashboard you can click on "Actions" on the tour you are changing the status on and click on "Change Status"
Modify Message for departure change
A pop up window will open up. When you open the drop down "Change status" you can choose from different options, Planned, Confirmed, Cancelled, Pending, Started, Finished and Failed. Click on the one you want to change your departure to.
You can add a "Public reasons for status change" and add a "Internal Note" if needed. Once you are finished you can "Notify Customers Manually" by clicking the highlighted checkbox below. That will send an E-mail or SMS to the passengers about the change in their departure.
Then you want to choose what template you want to send out, you can choose between SMS an E-mail Templates. Here we have chosen an E-mail template for "PreTour Upsell". Once you have selected your template click "Change Status"
If you don´t need to do any modifications on the template click on "Save and Continue"
Modify Sending Info
Next you can Modify Sending Info. If you want to add a Personalization click on the "Personalize" button.
A pop up window with Personalization tags will appear. You can choose from this list - we do have more options - click here to see them.
Once you have filled out the info needed click on "Save and Continue"
Review Recipients
If you want to send to all passengers the e-mail then click on "Send". If you want to send only to selected passengers you can do so by un-checking the box by the names that you don´t want to send to.
And now the status has been change from "Planned" to "Confirmed"
Changing a Departure from Passenger List.
You can also change the departure status from the passenger list view. Click on the "Product code" of the tour you want to change the status of.
In the top right corner click on "Actions" and click on "Change Status"
Modify Message for SMS message
Choose the status that you want to change the tour to, here we have chosen "Cancelled". You can add a "Public reasons for status change" or "Internal Note" if needed. Click the checkbox for "Notify Customers Manually" to send a E-mail or SMS to all passengers.
Choose a "Message Template" - Here we have a SMS template for "Tour Cancelled" chosen. Next click on "Change status"
If you want to add Personalization to your message by typing @ and choosing the personalization or clicking on "Personalize".
A pop up window with Personalization tags will appear. You can choose from this list - we do have more options - click here to see them.
Here we have added "Product Name" Personalization tag to the template. If you are happy with your message, click on "Save & Continue"
Last step is to click on "Send" and a notification will be send via SMS to all passengers on the tour.
A success message will appear at the top right corner and the status has changed to "Cancelled"
Changing Status via Bulk Actions
Last way to change the status of departures is via "Bulk Actions". Click on "Bulk Actions" and then "Change all statuses"
Here you can choose from different status options, Planned, Confirmed, Cancelled, Pending, Started, Finished and Failed.
Here we chose "Confirmed" as our status change of all tours. You can click on "Change Status" if you don´t need to notify customers about the change of departure status.
And now you can see all tours are "Confirmed" and a success message appeared at the top right corner.