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Live Connect Features Supported by Collette

Collette supports the following Live Connect features if checked:

 

Collette for ClientBase Windows

To register to book with Collette, please visit https://www.gocollette.com/profile/login.

Set Up Collette (Windows)

Upon receiving login information, take the following steps to setup ClientBase for Live Connect.

Step 1) Create a Live Connect Provider for Collette if none exists by going to Utilities|Live Connect Providers, and clicking Add. If you have an existing entry, you may modify it and confirm that the URL is correct.

  • Provider Name: Enter Collette.
  • URL: Enter https://www.gocollette.com/en
  • Travel Category: Select Tour from the drop-down menu.
  • Import XML from: Enter HTML Source.

Step 2) Set up for Live Connect agent logins can be done individually or globally for the agency. Users can set up their own logins by going to Utilities|My Login|Live Connect and clicking Add. To set up globally, go to Global Defaults|Res Card Defaults|Live Connect to enter the User Name, and Password that everyone in agency will use. When Live Connect is launched, the system first looks to see if there is login information at the User Login level, and if not, then looks at the global login.

  • Live Connect Provider: Select Collette from the drop-down list.
  • User Name, Password: Enter your User Name and Password. Account Number and Agency Code are left blank.
  • Account Number and Agency Code are not used.

Step 3) From the Profile Manager, retrieve your Vendor profile for Collette or create a new Vendor profile if one does not already exist. From the General Info tab, click Live Connect Providers. Click Add, then select Collette from the drop-down list. Enter COLLETTE for the Vendor Code. Click OK.

 

Creating a New Reservation (Windows)

Step 1) When ready to book on-line, create a client Res Card and fill in the Agent, Status, Reservation Cycle, Trip Name, Region/Destination fields and select the travelers. Use the Add Reservation button to start a new reservation. Fill in the Vendor and Travel Category fields and then click Live Connect.

http://static.trams.com/CBW38/images/An%20In-Depth%20Look%20at%20Live%20Connect.18.1.19.jpg

Step 2) Click Create New Reservations.

Step 3) Select customer data to book the reservation (Traveler, Credit Card, Phone and Billing Address) and click Connect.

http://static.trams.com/CBW38/images/An%20In-Depth%20Look%20at%20Live%20Connectfirst.20.1.03.jpg

Step 4) Although still in ClientBase, you are now on-line at the Collette booking site. Complete the reservation using instructions supplied by Collette when you registered. When the reservation is confirmed, click Import Reservation. All reservation data booked on-line is now located in ClientBase.

 

Importing an Existing Reservation (Windows)

Step 1) Create a new Res Card Reservation. Enter the vendor name and click Live Connect. Confirm that the correct Provider is selected and click Import an Existing Reservation. Enter a confirmation number or leave blank and click Okay.

Or

Step 1) Open or create a new Res Card. Click Live Connect in the lower right corner of the Res Card screen. Select the Provider and click on Import and Existing Reservation. Enter a confirmation number or leave blank and click Okay.

Step 2) Depending on how the provider implemented this feature, you may be taken directly to the booking confirmation, or you may need to retrieve the reservation on the site.

Step 3) When the booking details are displayed, 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 Cancelling (Windows)

Step 1) Open your current Reservation and click on Live Connect. Click Retrieve Reservation.

Step 2) Depending on how the provider implemented this feature, you may be taken directly to the booking confirmation, or you may need to retrieve the reservation on the site.

Step 2) Edit or cancel the reservation using instructions supplied by the booking engine.

Step 3) When the reservation is confirmed and booking details displayed, click Import Reservation.

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

 

Collette for ClientBase Online

To partner with Collette, please visit https://www.gocollette.com/profile/login.

Set Up Collette (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.

Fill in the following fields:

  • Name of the Provider: In blank field provided, type Collette.
  • Status: Leave the default of Active. If you ever want to make it Inactive, go back in this area to turn off.
  • URL: Type https://www.gocollette.com/en
  • Travel Category: Select Tour.
  • Import XML from: Select HTML Source.
  • Include Authentication: Leave blank.
  • Click Save.

Step 2) Each user can put in his own login information under Tools|My Login|Live Connect. Click Add and enter the following information:

  • Live Connect Provider: Select Collette from the drop-down list
  • User Name/Password: Enter your user name and password.
  • Account number and Agency code are not used.

Step 3) From the Profile Manager, retrieve the desired Vendor from the list below or create a new Vendor profile if one does not already exist. From the General Info link, click Add next to Live Connect Providers. Select Collette from the drop-down list. Enter COLLETTE for the Vendor Code.

 

Creating a New Reservation (Online)

***Important Note: You must download the Live Connect extension for Chrome before using Live Connect with ClientBase Online.  Chrome is the supported browser.  Please click here for instructions on downloading the extension.

 

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, the Live Connect Provider and appropriate Login information.

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) A new browser window will open for Collette.  Complete the reservation(s) using instructions supplied by Collette upon registration.  When the reservation is confirmed, click on the Live Connect Extension, and then select Import Reservation.  All reservation data booked on-line is now located in the reservation fields in ClientBase.

Note: If you do not have the Live Connect extension installed, click here for directions on installation.

 

 

Importing an Existing Reservation (Online)

Step 1) Create a new Res Card or open an existing one and launch Live Connect by clicking the Live Connect icon.

Step 2) Complete the Live Connect settings by identifying the vendor, the Live Connect Provider and appropriate Login information if not auto-populated.

Step 3) Enter the confirmation number for the reservation you want to import and click Import Existing Reservation.

Step 4) Depending on the Live Connect Provider, the system either locates the reservation using the confirmation number and automatically displays the reservation details, or takes you to the Live Connect Provider's site for you to use its Retrieve Reservation feature to locate the reservation. Upon displaying the existing reservation, click on the Live Connect Extension, and then select Import Reservation.  All reservation data booked on-line is now located in the reservation fields in ClientBase.

 

Retrieve an Existing Reservation for Editing or Cancelling

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

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

Step 2) Confirm all Live Connect settings including confirmation number, and click Retrieve Reservation.

Step 3) Live Connect launches the booking engine site in a new browser tab. Edit or cancel the reservation using instructions supplied by the booking engine.  Once done, click on the Live Connect Extension, and then select Import Reservation.  All reservation data booked on-line is now located in the reservation fields in ClientBase.

 

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