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Exclusive Group Travel

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Exclusive Group Travel

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Exclusive Group Travel Features

Exclusive Group Travel supports the following Live Connect features if checked:

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Exclusive Group Travel for ClientBase Windows

If you are currently not registered Exclusive Group Travel, go tohttp://www.exclusivegrouptravel.com. Upon creating a User Name and Password for each agent in your office, set up ClientBase for Live Connect.

Set Up Exclusive Group Travel (Windows)

Step 1) Create a Live Connect Provider for Exclusive Group Travel 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.)

  • Provider Name: Enter Exclusive Group Travel
  • URL: Enter https://www.exclusivegrouptravel.com/res/stwmain.aspx
  • Travel Category: Enter 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 Exclusive Group Travel from the drop-down list.
  • User Name and Password: Enter the necessary fields based upon the login information provided to you when you contacted Exclusive Group Travel.
  • Account Number/Agent Code: Not applicable.
  • Click OK to save.

Step 3) Create a vendor profile in ClientBase if one does not exist for Exclusive Group Travel. From the profile manager, retrieve each vendor profile (or create if it is not in database). From the General Info tab, click Live Connect Providers. From here, click Add, and select Exclusive Group Travel from the drop-down list. The vendor code is left blank. Click OK.

Create Exclusive Group Travel Reservation (Windows)

Step 1) Create a Res Card in ClientBase, enter the Res Card Cycle and Trip Name, and add a reservation. Enter the Vendor and Travel Category fields and then click Live Connect.

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Step 2) Select Exclusive Group Travel 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 reservation. This data is passed to the Exclusive Group Travel website, and you can use it in the booking fields to save you time during the booking process. Click Connect.

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

Create the reservation with the traveler information passed from ClientBase by making a booking and use the instructions supplied by vendor when you registered. When the reservation is confirmed, click Import Reservation at the top of the ClientBase screen. All reservation data booked on-line is now located in the reservation.

Import Existing Reservation Made Outside of ClientBase (Windows)

First, create a new reservation in ClientBase and click Import Existing Reservation after Live Connect has been launched. Enter the confirmation number or leave blank. If you have entered a confirmation number, the system automatically retrieves and imports the reservation. If no confirmation number is entered, when in Exclusive Group Travel website, instead of creating a new reservation, go to the retrieve reservation area. Once the reservation details are showing, click Import and the details of the reservation are imported into ClientBase.

Retrieve an Existing Reservation for Editing or Canceling (Windows)

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. Edit or cancel the reservation using instructions supplied by the booking engine, and click Import Reservation. All reservation data edited or cancelled online is now located in the reservation fields in ClientBase.

For help booking a reservation in the Exclusive Travel Group website, contact information is available at http://www.exclusivegrouptravel.com.

 

Exclusive Group Travel for ClientBase Online

If you are currently not registered Exclusive Group Travel, go tohttp://www.exclusivegrouptravel.com.  Upon creating a User Name and Password for each agent in your office, set up ClientBase for Live Connect.

Set Up Exclusive Group Travel (Online)

Once you have obtained accurate login information, you need to add this Live Connect Provider if it does not already exist into ClientBase by going to Tools|Settings|Live Connect Providers and clicking Add.

 

Fill in the following fields:

  • Name of the Provider: Exclusive Group Travel
  • 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.exclusivegrouptravel.com/res/stwmain.aspx
  • 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 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 Exclusive Group Travel from the drop-down.
  • User Name, Password: Enter the User ID and password data provided when you contacted provider.
  • Account Number/Agent Code: Not applicable.

Step 3) Create a separate vendor profile in ClientBase if one does not exist for Exclusive Group Travel. From the profile manager, retrieve the vendor profile (or create if not in database). In the General Info area, click Live Connect Providers. From here, click Add, and select provider from the drop-down list. The vendor code is left blank. Save.

 

Create New Exclusive Group Travel 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) Select Exclusive Group Travel from the drop-down menu by Connect To.

Step 3) Click the Create New Reservation button.

Step 4) Select any Profile, Traveler, Branch and Res Card information you want to use to book the reservation. 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.

Complete the reservation and when the reservation is confirmed, click Import Reservation from the confirmation page. All reservation data booked on-line is now located in the reservation fields in ClientBase.

 

Import Existing  Reservation Made Outside of ClientBase (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 a confirmation number for the reservation or browse for the reservation you want to import and click Import Existing Reservation.

Retrieve an Existing Reservation for Editing or Cancelling (Online)

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. Edit or cancel the reservation using instructions supplied by the booking engine, and click Import Reservation. All reservation data edited or cancelled online is now located in the reservation fields in ClientBase.

For help booking a reservation in the Exclusive Travel Group website, contact information is available at http://www.exclusivegrouptravel.com.

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