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CCRATravel Hotel Booking Portal

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CCRA Travel Hotel Booking Portal Features

CCRATravel Hotel Booking Portal supports the following Live Connect Features if checked:

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CCRATravel Hotel Booking Portal for ClientBase Windows

If you are not currently registered to use CCRATravel Hotel Booking Portal, go to

http:// www.ccratravel.com, and click the link in the bottom left corner. Upon registering as a new user, login credentials are provided. Note: Current users can activate using this feature by updating your Agency profile under My Account. Just check Yes on the Enable Trams option.

Set Up CCRATravel Hotel Booking Portal (Windows)

Step 1) Create a Live Connect Provider for CCRATravel Hotel Booking Portal if none exists by going to Utilities|Live Connect Providers, and clicking Add. (It’s a good idea to check if the URL is correct.)

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  • Provider Name: Enter CCRATravel Hotel Booking Portal.
  • URL: Enter https://www.ccratravel.com/app/login.aspx
  • Travel Category: Enter Hotel from the drop-down menu.
  • Import XML from: Enter HTML Source.

Step 2) Set up for Live Connect agent logins can be done individually. 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 asks the user to login at the provider website. Users can set up their own logins by going to Utilities|My Login|Live Connect and clicking Add.

  • Live Connect Provider: Select CCRATravel Hotel Booking Portal from the drop-down list.
  • User Name and Password: Enter the User Name and Password provided to you when you registered.
  • The account number and agency code are not applicable.

 

Create New CCRA Travel Hotel Booking Portal Reservation (Windows)

Step 1) Use the ClientBase Res Card to launch CCRATravel Hotel Booking Portal. Once the setup steps have been completed, retrieve the desired client profile and start or retrieve a Res Card. Click the Live Connect button in the lower right hand corner of the main Res Card screen to launch CCRATravel Hotel Booking Portal from the Res Card level.

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Upon completion of the hotel reservation, the system will have you search for the hotel profile you have booked. If you do not find it in your system after you have queried, you must create a hotel profile by clicking File|New|Vendor Profile. (Make sure you click the Live Connect button in the Vendor Profile before you save it to link CCRATravel Hotel Booking Portal to it by clicking Add. Next time you need to use this profile, it'll be in the system.)

Tip: If you want to use a CCRATravel Hotel Booking Portal profile you create for all hotel bookings you book through CCRA so you don't have to search for existing hotel profiles or create new ones when importing the reservations, use the Add Reservation button to start a new Reservation. From within the ClientBase Reservation record, select CCRATravel Hotel Booking Portal as the Vendor (after you set it up) and click the Live Connect button to launch CCRATravel Hotel Booking Portal. When imported back into the system, the hotel you booked will populate the Service Provider area of the reservation.

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Step 2) Verify the default Login information and select "Create New Reservation". A window appears with your default login information. The Connect To should read CCRATravel Hotel Booking Portal. If it does not, click the drop down arrow and select it from the list. Any of the login information defaulting in this window can be changed if desired. Use the Create New Reservations button to book a new reservation.

Step 3) Select the desired client information to pass to CCRATravel Hotel Booking Portal. Prior to connecting you to the CCRATravel Hotel Booking Portal site, a client selection screen appears, allowing you to select the desired client data you would like to automatically pass to CCRATravel Hotel Booking Portal. Passing this data helps you save time during the booking process, as fewer fields need to be completed by hand. Click Connect to proceed.

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Step Four) Although still in ClientBase, you are now on-line at the CCRA booking site.

Finish confirming your Reservation and upon receiving a confirmation number click Import Reservation to bring the reservation details into your ClientBase database for managing further.

Remember if you have launched Live Connect at the Res Card level so you can use separate Hotel Vendors, the system will have you search for the hotel profile you have booked. If you do not find it in your system after you have queried, you must create a hotel profile by clicking File|New|Vendor Profile. (Make sure you click the Live Connect button in the Vendor Profile before you save it to link CCRATravel Hotel Booking Portal to it by clicking Add. Next time you need to use this profile, it'll be in the system.)

If you used the CCRATravel Hotel Booking Portal Profile at the reservation level to launch Live Connect, the hotel booking will come into ClientBase with the hotel name in the Service Provider area of the reservation.

This reservation information is now available for you to invoice, to create Reminders to track the administrative tasks involved in managing the trip and to report on for future marketing purposes.

 

Retrieve an Existing Reservation for Editing or Cancelling (Windows)

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

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

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

Step 3) Live Connect launches the booking engine site. Cancel the reservation using instructions supplied by the booking engine.

 

CCRATravel Hotel Booking Portal for ClientBase Online

If you are not currently registered to use CCRATravel Hotel Booking Portal, go to www.ccratravel.com and click the link in the bottom left corner. Upon registering as a new user, login credentials are provided. Note: Current users can activate using this feature by updating your Agency profile under My Account. Just check Yes on the Enable Trams option.

Set Up CCRATravel Hotel Booking Portal (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 CCRATravel Hotel Booking Portal.
  • URL: Enter https://www.ccratravel.com/app/login.aspx
  • Travel Category: Enter Hotel from the drop-down menu.
  • Import XML from: Enter HTML Source.

Step 2) Each user can put in his own login information under Tools|My Login|Live Connect or enter one set of login information for a Live Connect provider for all agents by going to Tools|Settings|Live Connect Login. Click Add and enter the following information:

  • Live Connect Provider: Select CCRATravel Hotel Booking Portal from the drop-down list.
  • User Name and Password: Enter the User Name and Password provided to you when you registered.
  • The account number and agency code are not applicable.

Step 3) Retrieve the CCRA vendor profile from the Profile Manager (or create one if not in your database). From the General Info link, click the Live Connect Providers button. Click Add, and select the CCRA booking engine from the drop-down list. The vendor code is left blank. In the Travel Category profile field, select Hotel from the drop-down menu. (If you use individual hotel vendors when booking CCRA, you need to query each of these and tag them with the CCRA URL.

 

Create New CCRA Travel Hotel Booking Portal 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) Select CCRA from the vendor drop-down. Verify the default Login information and select Create New Reservation.

A window appears with your default login information. The Connect To should read CCRA Travel Hotel Booking Portal. If it does not, click the drop down arrow and select it from the list. Any of the login information defaulting in this window can be changed if desired. Use the Create New Reservations button to book a new reservation.

Step 3) Select the desired client information to pass to CCRATravel Hotel Booking Portal. Prior to connecting you to the CCRATravel Hotel Booking Portal site, a client selection screen appears, allowing you to select the desired client data you would like to automatically pass to CCRATravel Hotel Booking Portal. Passing this data helps you save time during the booking process, as fewer fields need to be completed by hand. Click Connect to proceed.

Step 4) Although still in ClientBase, you are now on-line at the CCRA booking site.

 

Finish confirming your Reservation and upon receiving a confirmation number click Import Reservation to bring the reservation details into your ClientBase database for managing further.

Note: If you want to use separate Hotel Vendors, the system will have you search for the hotel profile you have booked. If you do not find it in your system after you have queried, you must create a hotel profile and click the Live Connect button in the Vendor Profile before you save it to link CCRATravel Hotel Booking Portal to it by clicking Add. If you used the CCRATravel Hotel Booking Portal Profile at the reservation level to launch Live Connect, the hotel booking will come into ClientBase with the hotel name in the Service Provider area of the reservation.

This reservation information is now available for you to invoice, to create Reminders to track the administrative tasks involved in managing the trip and to report on for future marketing purposes.

 

Retrieve an Existing Reservation for Editing or Cancelling (Online)

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

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

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

Step 3) Live Connect launches the booking engine site. Cancel the reservation using instructions supplied by the booking engine.

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