From here, select Import Reservation in your ClientBase screen. After selecting Import, a summary screen of the reservation details will be displayedġ3.Once you are finished, select Import to transmit reservation details to ClientBase. If reservations were grouped in error, select the reservations then click Ungroup.ġ2.
Client base online update#
After grouping reservations together, update details for the entire group by selecting Reservation Details.ġ1. To group related reservations together, click on Select, then Group.ġ0. Click Save to update reservation details.ĩ. Please note that vendor information can also be edited once imported into ClientBase. To edit any reservation details, click on Reservation Details. After you have made your selections, click Next.Ĩ. If you see the prompt ClientBase instead of +Select, the segment is already included in an existing ResCard.ħ.Select the reservations you wish to import into ClientBase, or click Select All to import all. Select any information you want to include, then click Connect.Ħ. For ClientBase Online, make sure to include the Vendor Name before. In ClientBase for Windows, add a new Res Card, input Princess Cruise Line as the vendor and use the Live Connect button near. Leave Account Number and A gency Code blank.Ĥ. the Res Card screen that uses the new multi-tab Live Connect feature. You will have to enter your Umapped username and password in the User Name: and Password: fields. Select Live Connect and connect to Umapped. Navigate to the ResCard you are working on in ClientBase.Ģ. Any Umapped user with a ClientBase account can use this connection - read here to learn about getting set up.ġ. Modified on: Fri, 23 Jul, 2021 at 10:00 AMĬlientBase Live Connect is a live connection between Umapped and your ClientBase account, which allows you to transmit reservations from your Trip into ClientBase. ClientBase ClientBase LiveConnect (User Guide)
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