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Tech Update: Issues with cancelled services, 9/24/19

An issue was discovered recently where cancelled services are still importing as Service Providers into the ClientBase Reservation. At this time, they are unable to address the issue, so you will need to delete any unnecessary Service Providers after the Reservation details are imported.

 

Live Connect Features Supported by Bedsonline

Bedsonline supports the following Live Connect features if checked:

 

Bedsonline for ClientBase Windows

To register, go to www.bedsonline.com.

Set Up Bedsonline (Windows)

Upon receiving login information for each agent in your office, take the following steps to setup ClientBase for Live Connect.

Step 1) Create a Live Connect Provider for Bedsonline if none exists by going to Utilities|Live Connect Providers, and clicking Add.

  • Provider Name: Enter Bedsonline
  • URL: Enter https://www.bedsonline.com/public/trams/login
  • Travel Category: Enter Tour from the drop-down menu
  • Import XML from: Enter HTML Source

Step 2) Create a vendor profile in ClientBase for Bedsonline if one does not exist. From the profile manager, retrieve the Bedsonline vendor profile (or create if it is not in database). From the General Info tab, click Live Connect Providers. From here, click Add, then select Bedsonline from the drop-down list. The vendor code is HBD. Under Vendor Info add the Vendor ID 5309 and Click OK.

 

Create New Bedsonline Reservation (Windows)

Step 1) Create a Res Card in ClientBase, enter the Res Card Cycle and Trip Name, and add a reservation. Enter the Travel Category and select Bedsonline as the vendor, fill in the Travel Category, and then click Live Connect.

Step 2) Select Bedsonline from the drop-down menu by Connect To (if not defaulted), and then click Create New Reservations.

Step 3) Select any customer information to use to book the reservation. This data is automatically passed to Bedsonline and saves time during the booking process, as less fields need to be completed manually. Click Connect.

Step 4) Although still in ClientBase, you are now online at the booking site. Create the booking and when done, click the link at the bottom that says “Details of booking and import.”.

Step 5) When the reservation is confirmed on the Thank You Page, click Import Reservation.

All reservation data booked on-line is now located in the reservation fields in ClientBase.

 

Import Reservations from Bedsonline with Live Connect (Windows)

Step 1) Create a new reservation in ClientBase and after clicking entering vendor information, click Live Connect and Import an Existing Reservation. Enter a confirmation number or leave blank, but when in booking site, locate the retrieve reservation area. Once the reservation details are showing, click the link at the bottom that says “Details of booking and import.”.

Step 2) When the reservation is confirmed on the Thank You Page, click Import Reservation.

All reservation data booked on-line is now located in the reservation fields in ClientBase.

 

Retrieve an Existing Reservation for Editing or Canceling (Windows)

Step 1) Launch Live Connect from inside the reservation to edit or cancel in ClientBase.

Step 2) A dialog box appears. Click Retrieve Reservation.

Step 3) Live Connect launches the booking engine site and brings up the reservation. Edit or cancel the reservation using instructions supplied by the booking engine, and exit the booking.

Step 4) When the reservation is confirmed on the Thank You Page, click Import Reservation.

All reservation data edited or cancelled online is now located in the reservation fields in ClientBase.

Need help on Bedsonline site? Agents should contact the Bedsonline Operation Support Team by calling their designated support number: +1 (833) 422-3537.

 

Bedsonline for ClientBase Online

To register, go to www.bedsonline.com.

Set Up Bedsonline (Online)

Step 1) Once you have obtained accurate login information, you need to add this Live Connect Provider into ClientBase by going to Tools|Settings|Live Connect Providers and clicking Add.

  • Provider Name: Enter Bedsonline
  • URL: Enter https://www.bedsonline.com/public/trams/login
  • Travel Category: Enter Tour from the drop-down menu
  • Import XML from: Enter HTML Source

Step 2) Create a vendor profile in ClientBase for Bedsonline if one does not exist. From the profile manager, retrieve the Bedsonline vendor profile (or create if it is not in database). From the General Info tab, click Live Connect Providers. From here, click Add, then select Bedsonline from the drop-down list. The vendor code is HBD. Under Vendor Info add the Vendor ID 5309 and Click OK.

 

Create New Bedsonline Reservation (Online)

Step 1) Retrieve the desired client profile, create a new Res Card and after entering basic Res Card info, launch Live Connect by clicking Live Connect on the menu bar. (You can also launch Live Connect from the Profile action gear.)

Step 2) Complete the Live Connect settings by identifying the vendor and the Live Connect Provider. (Login credentials will need to be entered on the booking engine login screen for this provider.)

Step 3) Click the Create New Reservation button.

Step 4) Select any Profile, Passenger, Branch and Res Card information you want to use to book the reservation and click Connect to launch the on-line booking engine.

Step 5) Although you are still in ClientBase, you are now on-line at the Live Connect Provider’s booking site running the on-line booking engine through a ClientBase window. Create the booking and when done, click the link at the bottom that says “Details of boking and import.” Once the next page loads, you can click on Import Reservation.

 

Import Reservations from Bedsonline with Live Connect (Online)

Step 1) Create a new reservation in ClientBase and after clicking entering vendor information, click Live Connect and Import an Existing Reservation. Enter a confirmation number or leave blank, but when in booking site, locate the retrieve reservation area. Once the reservation details are showing, click the link at the bottom that says “Details of booking and import.”

Step 2) When the reservation is confirmed on the Thank You Page, click Import Reservation.

All reservation data booked online is now located in the reservation fields in ClientBase.

 

Retrieve an Existing Reservation for Editing or Canceling (Online)

To edit or cancel an existing reservation using Live Connect, follow these steps:

Step 1) Launch Live Connect from inside the reservation to edit or cancel in ClientBase.

Step 2) A dialog box appears. Click Retrieve Reservation.

Step 3) Live Connect launches the booking engine site and brings up the reservation. Edit or cancel the reservation using instructions supplied by the booking engine, and exit the booking.

Step 4) When the reservation is confirmed on the Thank You Page, click Import Reservation.

All reservation data edited or cancelled online is now located in the reservation fields in ClientBase.

Need help on Bedsonline site? Agents should contact the Bedsonline Operation Support Team by calling their designated support number: +1 (833) 422-3537.

 

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