Training Manual for Individual Reservations - · PDF fileAdd an Individual Reservation to a...

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Training Manual for Individual & Group Reservations 1 rev. 12/4/2014

Transcript of Training Manual for Individual Reservations - · PDF fileAdd an Individual Reservation to a...

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Training Manual forIndividual & Group 

Reservations

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rev. 12/4/2014

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Table of Contents

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MODULE TOPIC

Individual Paths:

Create an Individual Booking

Amend an Individual Booking

Group Shell Paths:

Create a Group

Amend a Group

Group Booking Paths:

Add an Individual Reservation to a Group

Add an Individual Reservation to a group‐ Singleview

Amend an Individual Booking within a Group

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What is Espresso?

Espresso is a new powerful, modern

reservation system that will make booking memorable vacations for your clients simpler

than ever before. Espresso was built on feedback from travel professionals like you. It’s the simplicity you asked for with the 

intelligence you need to do better business. 

Espresso…designed to work for YOU to elevate the experience with your customers!

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Instructions for the Training• Follow this icon directing you to go to the next step:

• Training prompts are provided on each page• Follow the training prompts to proceed to the next steps• Enter the username and password in the format as mentioned in the 

training

• Select or enter details as per the training instructions mentioned on each page

• Links other than the required ones on each page have been disabled for training purposes

• You can come back to the index page at any time by clicking ‘Home’ at the top of each page

• While following the training, please don’t click the browser’s back and forward button

• Page Identifiers are at the bottom of each page, in GREEN

Browser Requirements – Please check your supported browser version and the recommended browser settings to run the training software at its most optimal

Supported Versions: • Firefox 31.0 or better• Google Chrome 36.0 or better• Internet Explorer 9 or better

Note: If you’re running Internet Explorer 8, you will not be able to see Interactive Deck Plans

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The NEW www.CruisingPower.com

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Logging in to www.CruisingPower.com

1. Log in to Cruising Powera) Enter sunnylol as the Username

b) Then press the TAB key on your keyboardc) Enter sunny123 as the Passwordd) Then press the TAB key on your keyboard

2.     Click on the                button

3. This will take you to the Secured Home Page of www.CruisingPower.comNote: You must be a registered user of www.CruisingPower.com to access this page

Page Displayed: Unsecured Home Page ofwww.cruisingpower.com – Cruising Power Log‐In Section

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Sign In

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www.CruisingPower.com:

The Espresso Search Widget

1. There are two ways you can access theEspresso Booking Tool:a) Espresso Search Widget

b) Booking Tools menu

2.    You will find the Espresso Search Widget right on the secured page of www.CruisingPower.com

3.    Please click anywhere in the ORANGE BOX outlining the Search Widget 

4.    View CruisingPower.com Navigational Tabs

Page Displayed: Secured Home Page ofwww.cruisingpower.com – Espresso Widget

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www.CruisingPower.com:

Booking Tools Menu

1. Place the cursor on Booking Tools tab to pull down a list of options

2. Click on Espresso to access the Booking Tool

Page Displayed: Secured Home Page ofwww.cruisingpower.com – Booking Tools Menu Showing 

Espresso

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CREATE AN INDIVIDUAL RESERVATION

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Booking Tools: Espresso Home Page

Click on the START INDIVIDUAL RESERVATION button

Dashboard (Home Page) of Espresso accessed from Booking Tools Menu

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Step 1: Search

Click on Guest Profile & Offers

Individual Reservations Search Page

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Step 1: Search

In this scenario, we do not know the client’sLoyalty Number. Click on the magnifying glass to 

enter the Loyalty Lookup page

Individual Reservations Search Page

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Step 1: Search 

1. Enter the following information to find the Loyalty Number:

a) Click on Celebrity Cruises

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b) Enter First Name= Daniel   c) Press  the TAB key

Individual Reservations Loyalty Number Look Up Page

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Step 1: Search

d) Enter Last Name= Marino e) Press the TAB key

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f) Enter Date of Birth as 20JUL1970 g) Press the TAB key

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Step 1: Search

1. Click the Find button to view the Loyalty Number

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2. You will see the Loyalty Number has been found as 727272727

3. Click on the Use Loyalty Number button

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Step 1: Search

1. This page shows your client’s Loyalty Level, Travel History and Preferences

2. Scroll back to the top and click on theGuest History and Preferences tab (2nd tab)

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Step 1: Search

1. This will bring you to the View Customer Offers tab2. Click on the View Customer Offers tab to continue

Individual Reservations View Customer Offers tab

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Step 1: Search

1. Tri‐branded Loyalty Customer Offers will appear here (4 shown for this client)

2. Click on Back to Search box

Individual Reservations View Customer Offers tab

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Step 1: Search

Now that you are back on the Find Sailings, click on Celebrity Cruises

Individual Reservations Search

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Step 1: Search

1. Ship: Celebrity Solstice2. Destination: Alaska3. Click on the Calendar icon and choose departure as June 4, 20154. Promotional Qualifiers for State/Province: California5. Click on the Search button at the bottom of the screen

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Step 1: Search

Click on the Sailings tab to continue21

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2 31 = Booking progression2 = Left Rail: Allows you to choose filters which narrow the search results and are updated live in the Sailing Availability table

3 = Search Results: Displays the sailing availability based on the search criteria

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Step 1: Search

1. The tab next to Sailings is Cruisetours/Packages2. Click on the Cruisetours/Packages tab to 

continue

Individual Reservations Search Sailing Availability

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Step 1: Search

1. The next tab is Promo Fares. In order to see these fares, you must have a specific ship selected.

2. Click on the Promo Fares tab to continue

Individual Reservations Search Sailing Availability

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Step 1: Search

Click on the $2499 price to view detailedcategory pricing

Individual Reservations Search Sailing Availability

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Step 1: Search

Once you have viewed the specific deluxe category pricing in the Pop Up Box, click the X in the

upper‐right hand corner to close

Individual Reservations Search Sailing Availability& Pop Up of Super Category Pricing

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Step 1: Search

1. Click the Checkbox next to the Celebrity Solstice June 5th sailing to select it

2. Click the Select button to view Categories

Individual Reservations Search Sailing Selection

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Step 2: Categories 

Click the Open/Close Filter again to open or close the left rail. This button serves as a toggle

Individual Reservations Search Category Availability

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Click the Filter on the top‐left to reveal the Filter

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Step 2: Categories 

Click the Arrow on the left side to go back to the sailing on   June 5, 2015

Individual Reservations Search Category Availability

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Click on the Arrow on the right side to view the next sailing of June 12, 2015

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Step 2: Categories 

Click on the View Promotions button

Individual Reservations Search Category Availability

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Step 2: Categories 

1. Scroll down to view All Promotions

2. The Best Rate is selected by default3. Click on the Select button to return to Category 

Availability

Individual Reservations Search Promotions

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Step 2: Categories 

In the Rooms column, scroll down and click on the pull‐down menu and choose (1) Stateroom for 

Category C2

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1. Scroll down and choose (1) Stateroom for Category 07

2. Scroll back to the top of the page

Individual Reservations Select Category Availability

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Step 2: Categories 

Click on the Insurance and Gratuities link

Individual Reservations Insurance & Gratuities

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Step 2: Categories 

Click on each category to Add Insurance

Individual Reservations Insurance & Gratuities

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Step 2: Categories 

Click on the Add button

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Scroll down and click on Continue at the bottom of the screen

Individual Reservations Insurance & Gratuities

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Step 2: Categories 

Click the $6,921.04 price to continue

Individual Reservations Category Availability

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Step 2: Categories 

This is C2 pricing. Click the C2 tab to continue

Individual Reservations Select Category Availability

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Step 2: Categories 

1. This is 07 pricing. Click the 07 tab to continue2. Move to top of pop‐up – click on the X in the 

upper right hand corner

Individual Reservations Pricing Detail Module Pop Up

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Step 2: Categories 

1. Review Stateroom Selection move down page2. Click on the Staterooms button

Individual Reservations Pricing Detail Module

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Step 3: Staterooms

Welcome to the Interactive Deck Plan

Individual Reservations Stateroom Selection

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Step 3: Staterooms

Click on the View Details button

Individual Reservations Stateroom Pop Up Select

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Click on Stateroom # 2109

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Step 3: Staterooms

Click on the X in the upper right hand corner to close the pop up after you have reviewed the

stateroom details

Individual Reservations Stateroom Pop Up Details

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Step 3: Staterooms

Click on the Select button

Individual Reservations Stateroom Pop Up Select

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Step 3: Staterooms

Click on the 07 Ocean View Stateroom button

Individual Reservations Stateroom Category Select

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Step 3: Staterooms

Click on the Select buttonIndividual Reservations Stateroom Selection

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Click on Stateroom 8102

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Step 3: Staterooms

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Click on the Proceed to Guest Details button

Individual Reservations Stateroom Select

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Step 4: Guest Details

Primary Information for Guest 1 is already populated from the Loyalty Number found earlier

Enter the Guest’s Birthday and press Tab

Individual Reservation Guest Details

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Step 4: Guest Details

Enter Guest 2 Information as follows:

1. Name:  Mrs. Claire Marino 2. Gender:  Pre‐populated Female

3. Date of Birth:  07JUL1982 4. Citizenship: United States

Individual Reservation Guest Details

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Step 4: Guest Details

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1. Enter Dining information as it appears above2. Enter a Mobile Phone Number (3057777777) for Pre Vacation 

Information 3. Click the Review and Book button

Individual Reservation Guest Details

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Step 5: Review & Book

1. Review Reservation Information, Pricing Summary, and Details 

2. Scroll down and click on +View Agency Commission

Individual Reservations Pricing

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Step 5: Review & Book

1. Review Agency Commission 2. Click on Finish to confirm the Individual Reservation

Individual Reservations Pricing

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Step 5: Review & Book

1. This is the booking confirmation page2. Click on Home to proceed.

Next: Amending an Individual ReservationIndividual Reservations Confirmation

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AMEND AN INDIVIDUAL RESERVATION

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Step 1: Search

1. Under Find Reservations, enter Solstice Marino

2. Predictive Search drop down appears – as you type, the Top 5 results will appear

3. Choose Celebrity Solstice 05JUN2015 Daniel Marino 5477

Espresso Dashboard Predictive Search

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Step 1: Search

1. Review Reservation Summary 2. Edit or amend reservation details3. Click on the Exit button

Reservation Summary

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Step 1: Search

By clicking Accept, you will be leaving the reservation and any changes that have been made will not be 

saved. Decline will take you back into the reservation

Exit Reservation Accept/Decline Pop‐Up

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Step 1: Search

1. Click on All Saved Reservations  displays all of the agency’s saved reservations

2. List includes Individual & Group bookings

Espresso Dashboard

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Step 1: Search

10 individual bookings shown.  Click on the Individualtab to continue

Summary of agency’s Individual and Group Reservations

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Step 1: Search

Seven group reservations shown.Click on the Group tab to continue

Summary of agency’s Individual and Group Reservations

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Step 1: Search

Click on Reservation ID 5477

Summary of agency’s Individual and Group Reservations

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Step 2: Amending an Individual Reservation (Changing Promo/Rate)

Click on Promotions on the left rail

Reservation Summary

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Step 2: Amending an Individual Reservation (Changing Promo/Rate)

1. Scroll to the Promotional Qualifiers Section and check U.S. Military or Canadian Forces

2. Click on the Refine Promotions button

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Step 2: Amending an Individual Reservation (Changing Promo/Rate)

1. Under the All Promotions section, select Military Offer

2. Click the Select button

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Step 3: Amending an Individual Reservation (Changing a Stateroom)

Click on Staterooms on the left rail

Reservation Summary 

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Step 3: Amending an Individual Reservation (Changing a Stateroom)

1. Scroll down the Deck Plan2. Click on Stateroom 2111

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3. Click on the Select button4. Click on Continue button

Staterooms Interactive Deck Plans

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Step 4: Amending an Individual Reservation (Making a Payment)

Click on Make Payment in the Manage section of the left rail

Reservation Summary

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Step 4: Amending an Individual Reservation (Making a Payment)

1. Enter the Card Holder information details as it appears above (Note: For credit card #, there are (10) 1’s)

2. Click Submit Payment button

Reservation Summary – Making a Payment

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Step 4: Amending an Individual Reservation (Making a Payment)

1. Verify the Credit Card payment was approved – see the orange box that says “Payment Approved”(or “Payment Declined”)

2. Scroll to the bottom of the page3. Click on the Final Price button

Payment Summary

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Step 4: Amending an Individual Reservation (Making a Payment)

1. Review Pricing Details (2 Guests) – note that the Military discount is now reflected in the Pricing 

2. Scroll down page 3. Click on Finish button

Final Pricing

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Booking Confirmation

1. Review Reservation Summary – Pricing & Payments –$500 payment is shown under Payments Received

2. Click on the Home button

Next: Create a Group Shell

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CREATE A GROUP SHELL

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Booking Tools: Espresso Home Page

1. Click on the START A GROUP button

Dashboard (Home Page) of Espresso accessed from Booking Tools menu

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Step 1: Search & Create Group Shell

1. Vacation Type: Cruise (selected by Default)2. Enter Group Information as it appears above and scroll down to 

the bottom3. Click on Search Button

Group Search Page

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Step 1: Search & Create Group Shell

1. Check the box next to sailing date= 01FEB20152. Click on the Select button

Group Sailing Availability Page

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Step 2: Category Availability –Group Shell

1. Scroll down the Category Availability. Enter 4 rooms next to Category D3

2. Enter 4 rooms next to Category D43. Scroll down and click on the Add button

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Step 2: Category Availability –Group Shell

1. Scroll down to Category Inventory to see the two allocated categories. 

2. Click on the Proceed to Group Details button

Group Sailing Category Availability Page

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Step 3: Group Details

1. Scroll down to Allocate Group Dining2. Under the 8:30PM seating, select Seat Apart

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Step 3: Group Details

Enter 16 for the number of Confirmed Guests

Note: The number for Guest Need Dining will go from 16 to 0 as soon as you type in the number

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Step 3: Group Details

See above: Guest Need Dining goes from 16 to 0 instantly

Scroll down and click on the Review & Book button

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Step 4: Review Group Pricing & Details

1. Review Pending Group Pricing Summary & Details2. Click on Finish 

Group Pricing Page

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Group Booking Confirmation

1. See Group #, Sailing & Group Details, Pricing & Payment

2. Click on the HOME button to proceedNext: Amend a Group Shell

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AMEND A GROUP SHELL

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Step 1: Retrieve Group Reservation

1. Enter 306 in the Find Reservation search box2. Click on the Search button (magnifying glass)

Espresso Home Page  accessed from Booking Tools / CruisingPower.com

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Step 1: Review / Edit Group Summary

1. View Group Summary

2. You can Individual Reservations, Edit Inventory, andMake Payments

3. In the left rail, click on Categories to go to Category Availability

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Edit Guest Occupancy –Double to Triple

Click on Open Filter

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Scroll down the left rail and change Guests to 3 using the pull‐down menu

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Edit Guest Occupancy –Double to Triple

85

Scroll down and click on Modify Search

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Edit Allocation ‐ # of Rooms 

Scroll down the categories and next to Category D4, enter the number of rooms as 2

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Scroll down and click on the Add button 

Group Booking  Category Availability

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Edit Allocation Occupancy

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1. View updated Group Allocation

2. Click on the Continue button 

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Edit Allocation Group Dining 

By adding 2 additional rooms with 3 guests in each, you have to Allocate Group Dining to them

Group Dining Details

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Edit Allocation Group Dining 

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Enter number of confirmed guests for Dining to 22

Note: As with the initial 16 guests, Guests Need Dining goes to 0 instantly

Group Dining Details

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Edit Allocation Group Dining 

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1. Scroll down to Allocate Group Air2. Enter Number of Confirmed Guests as 22 (Guests 

Need Air City will drop to 0 instantly)3. Click the Continue button

Group Air Allocation Details

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Scenario #2: Allocation of Staterooms

Click Staterooms on the left rail

Summary Page

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Scenario #2:Allocation of Staterooms

1. Scroll down to the “Find by” section 2. Click on the Occupancy pull‐down menu and choose 

Double 3. Click on the Rate pull‐down menu and choose 

Standard Group4. Click on the Category Type box and choose D3

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Scenario #2: Allocation of Staterooms

Check the Orange highlighted boxes –Staterooms 14672 & 14564 (top two screen)

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Scenario #2: Allocation of Staterooms

Click on the Add button, either above the staterooms or at the very bottom, past the staterooms

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Scenario #2: Allocation of Staterooms

1. Scroll down to see the two rooms allocated for D32. Click on the Continue button

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Scenario #3: Make a Group Payment 

Scroll down the left rail and click Group Payment from the Manage section

Group Booking  Group Summary Page

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Scenario #3:Make a Group Payment   

• Enter the Guest information as shown aboveNote: For credit card #, there are (10) 1’s

2. Click on the Submit Payment button

Group Payment – Guest Information

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Scenario #3:Make a Group Payment

1. Check the boxes next to James Smith and Carol Smith

2. Click on the Distribute Funds button / $250 deposit each guest

3. Click on the Final Price button

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1. Scroll Down to Charges And Credits by Totals2. View Guest Level Payments 3. Click the Finish button

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Scenario #3:Make a Group Payment

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Group Booking Payment Confirmation

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Click on Home on top of page to proceedNext: Create an Individual Booking Within a Group

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CREATE AN INDIVIDUAL BOOKING WITHIN A GROUP

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Espresso Home Page

1. Under Find Reservations enter 3062. Choose GRP Allure of the Seas 01FEB2015 

Hollywood 3063. Click on the magnifying glass  

Espresso Home Page accessed from Booking Tools /CruisingPower. com

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Add Individual Reservation –Group Shell

Click ADD INDIVIDUAL RESERVATION under theAdd section on the left rail

(This is the traditional way – in the next section, we’ll learn about the new, easier way)

Group Summary

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Add Individual Booking to Group

1. Occupancy will be pre‐populated with 2 Adults2. Add Promotional Qualifiers – Residence: California3. Click on the Find Categories button

Add Individual to Group

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Step 1: Categories

1. Select Category/Fare of D3 under theAllocated Group Rates section

2. Click on the Proceed to Staterooms button

Add Individual to Group

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Step 2: Staterooms

1. View Allocated Categories section for Category D32. From Pre‐allocated staterooms, click on the More

link

Stateroom Interactive Deck Plans

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Step 2: Staterooms

1. Click on the checkbox next to Stateroom 141502. Click on the Select button

Stateroom Interactive Deck Plans Pop Up

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Step 2: Staterooms

Scroll down and click on theProceed to Guest Details button

Stateroom Interactive Deck Plans Pop Up

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Step 3: Guest Details

Enter Guest Details for Guest 1 as shown on screen

Guest Details

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Step 3: Guest Details

Enter Guest Details for Guest 2 as shown on screen

Guest Details

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Step 3: Guest Details

1. Enter the Dining Options, Bedding Configuration, andMobile Phone Number as shown on screen

2. Click on the Review and Book button

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Step 4: Review & Book

1. Review Pricing Details for both guests2. Click on the Finish button

Review and Book

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Booking Confirmation

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AMEND AN INDIVIDUAL BOOKING WITHIN A GROUP: SINGLEVIEW

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Booking Tools:  Espresso Home Page

Click on the START INDIVIDUAL RESERVATION button

Espresso Dashboard

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Search

1. Choose Royal Caribbean International as the Brand2. Click on Allure of the Seas as the Ship3. And 01FEB2015 as the Departure Date4. Scroll down to the bottom of the page and click on the Search

button

Individual Reservation Search

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Step 2: Categories with Singleview

Click on the Individual Best Rate tab(FIT Rates)

Category Availability with Singleview

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Step 2: Categories with Singleview

1. Click on the Group Best Rate (Hollywood) tab(Allocated Rates)

Category Availability with Singleview

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Step 2: Categories with Singleview

Click on the Group Prevailing Rate tab(Prevailing Rates)

Category Availability with Singleview

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Step 2: Categories with Singleview

Click on More Groups

Category Availability with Singleview

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Step 2: Categories with Singleview

Click on the X

Category Availability with Singleview

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Step 2: Categories with Singleview

1. Select Hollywood Group ‐ Best Rate2. Scroll down and select 1 room for D3 category3. Scroll down and click on the Staterooms button

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Step 3: Staterooms

1. Click on Stateroom 141582. Click on Select from the pop up box

Stateroom Interactive Deck Plans Stateroom Selection

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Step 3: Staterooms

Click on the Proceed to Guest Details button

Stateroom Interactive Deck Plans

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Step 4: Guest Details

Enter the details as seen on screen for Guest 1

Guest Details

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Step 4: Guest Details

Enter the details as seen on screen for Guest 2

Guest Details

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Step 4: Guest Details

1. Enter the Dining Options and Bedding Configuration as shown on screen

2. Click on  the Review and Book button127

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Step 5: Review & Book

1. Review the pricing information

2. Click on the Finish button

Group Booking Pricing

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Booking Confirmation

Review the confirmed reservation, including the reservation # within the group

Group Booking Pricing

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AMEND AN INDIVIDUAL BOOKING WITHIN A GROUP

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Booking Tools: Espresso Home Page

1. Enter 1033 in the Find Reservations field2. Click on the magnifying glass3. Click on either option that comes up

Espresso Home Page accessed from Booking Tools / CruisingPower.com

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Add Gratuities to a Booking

Click on Gratuities in the left rail

Reservations Summary

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Add Gratuities to a Booking

Click on the Add button

Gratuities

133

Click on the Checkbox under Add for all guests

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Add Gratuities to a Booking

1. Confirm the added gratuities for the guests2. Click on the Continue button

Gratuities

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Request a Group Booking Confirmation

Click on Email/Fax Forms in the left rail

Reservation Summary

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Request a Group Booking Confirmation

1. Next to Booking Invoice, click on Email 2. Check off Agent copy3. Enter/Verify your email address (in this case, it 

will be pre‐populated, so just click in the box)4. Click on the Send Form button

Email/Fax Forms

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Request a Group Booking Confirmation

Click on the X to Return to Summary

Email/Fax Forms

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Cruise Ticket Documentation

Click on the Cruise Ticket Documentation button in the left rail

Reservation Summary

138

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Cruise Ticket Documentation

1. To email Cruise Ticket Documentation to your client, click on the Guest button

2. Click in the Email Address box and enter their Email Address

3. Choose the appropriate Language from the drop down

4. Click on the Save all Changes button

Cruise Ticket Documentation

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Booking Confirmation

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