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Tutorial Category: Bespoke (FIT) Holidays

Supplier Vouchers Tutorial

Supplier Vouchers is an essential tool for enhancing client experience. Supplier vouchers, including Accommodation, Activity, Transfer, and Flight types, are generated from supplier bookings within opportunities. These vouchers can be saved or emailed directly to clients, providing detailed information on their bookings. Configuration options allow for customisation, tailoring each voucher type to specific needs. Vouchers […]

Booking Cancellation Tutorial

Trips, whether FIT or Group Bookings, can be easily cancelled with Sugati’s one-click booking cancellation feature. Effortlessly process cancellations and apply relevant fees. In Group Tour, cancelling a booking triggers fee calculations based on predefined rules. You retain the flexibility to override cancellation amounts as needed. For Bespoke holidays, cancellation occurs in theTrip Planner. Once […]

Supplier Payment Tutorial

Supplier payments are pivotal for financial accuracy in bookings. Sugati streamlines this process by providing insights into budgeted amounts, invoiced totals, and outstanding payments. For financially savvy businesses, it offers protection against currency exchange fluctuations. Using Sugati’s Supplier Payment functionality, managing supplier invoices and payments becomes effortless. You can post invoices, queue payments, and create […]

Client Payment Tutorial

At Sugati, clients enjoy flexible payment options, online or offline, via cash or bank transfers. Our seamless integration facilitates online client payments through the Sugati Payment form, ensuring security with support for 3DS and MOTO payment types. This integration ensures correct payees are associated with each payment, including agency payments. For group travel, Sugati allows […]

Client Invoice Tutorial

When clients book holidays, you create a Client Invoice and send them a PDF detailing the amount due. Deposit rules calculate the deposit based on the Itinerary components, which you can adjust in Trip Planner. Payment Method stores your payment instructions for clients, included in the invoice PDF. Sugati Brand functionality lets you customise Client […]

Creating stunning travel itineraries Tutorial

Welcome to creating stunning travel itineraries effortlessly on Sugati. In this tutorial, discover how to turn your travel plans into captivating PDFs that leave a lasting impression on your clients. The information you input into the Sugati Trip Planner seamlessly translates into an Itinerary PDF. It showcases vital details like itinerary descriptions, images, maps, quotations, […]

Exploring the Sugati Travel Image Library Tutorial

Unlock the power of visual storytelling with Sugati’s extensive image library, meticulously curated to enhance your travel itineraries and captivate your clients. Included in your subscription, Sugati provides access to a diverse collection of professional-looking travel images sourced from reputable providers. Access these images effortlessly by navigating to the Content tab within the “More” pop-up […]

Crafting Travel Itineraries Tutorial

Creating bespoke itineraries in Sugati is a seamless process that allows you to tailor each journey to perfection while ensuring accurate costings. Utilise the Trip Planner feature to begin crafting your bespoke itineraries. Here, you can enter service line items as supplier bookings, selecting the relevant components such as accommodation and excursions. Enter the supplier […]

Dealing with Bespoke Holiday Enquiry

The Holiday Enquiry page serves as your portal for capturing new bespoke holiday requests from clients, making it effortless to understand their dream trip requirements. Within this page, you can convert leads to accounts, create new accounts, or search existing ones to initiate enquiries. Travellers are grouped into Client Groups, with members referred to as […]

Welcome to Sugati Travel Product Data Tutorial

Your travel product data is a rich tapestry of elements, from captivating destinations to trusted suppliers, exciting activities, and even currency exchange rates. In a nutshell, this is what controls your brand tone and what sets you apart from your competitors. Who wants to display the same hotel description sourced from the hotel directly? We […]

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