After you create your business segments, you can adjust your settings to:
- Allow employees to assign segments when they create reservations.
- Automatically apply certain segments by default.
Allow employees to assign segments
If you want your employees to be able to assign a segment when they create a new reservation, you can enable it in your bookable service settings.
1. Go to Main menu > Settings > Services.
2. Click on your bookable service.
3. In the Options section, find the Options field.
4- Select Has configurable business segments.
5. Click Save
.
Set up default segments
Default segments are automatically applied to reservations that meet certain conditions. They can be assigned to a reservation based on:
- The attached travel agency
- The channel the reservation was delivered through
- The attached rate
Note:
If more than one default segment applies to a reservation, the segment with the highest priority will be applied. Segments are prioritized as follows:
- Travel agency segment
- Channel manager / Distributor segment
- Rate segment
- Default segment for all reservations
Channel manager, Distributor, and default reservation segments
1. Go to Main menu > Settings > Services.
2. Click on your bookable service.
3. In the Options section, set up which segments will be applied automatically, by default. See our reference article for an in-depth explanation of fields on this screen
4. Click Save
.
Travel agency segments
- Go to Main menu > Settings > Services.
- Click on your bookable service.
- Click Travel agency contracts.
- Click on a travel agency contract to update it, or create a new one.
- Under Channel manager segment, select the segment you want to be assigned by default.
- Save your changes: Click
Save
if you're updating a travel agency contract. ClickCreate
if you're creating a new travel agency contract.
Rate segments
- Go to Main menu > Settings > Services.
- Click on your bookable service,
- Click Rates.
- Click on a rate to update it, or create a new one.
- Under Segment, select the segment you want to be assigned by default to reservations made with this rate.
- Save your changes: Click
Save
if you're updating a rate. ClickCreate
if you're creating a new rate.