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Pleasant Holidays

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Pleasant Holidays Features

Pleasant Holidays supports the following Live Connect Features if checked:

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Pleasant Holidays for ClientBase Windows

If you are not currently registered to book Pleasant Holidays on-line, go to http://www.pleasantagent.com/ and click Create a Log In. Upon registering as a new user, you are provided a User Name and Password. Once you have submitted your request, Pleasant Holidays will activate your log on within one business day.

NOTE: If you connect via the Pleasant connection and sign on to Pleasantagent.com, you can retrieve the Hawaii World bookings that you made via the Hawaii World reservation department to bring into ClientBase. Cruise Bookings are not supported by Pleasant Holidays booking engine and hence not eligible for Live Connect.

Set Up Pleasant Holidays (Windows)

Upon receiving a User Name and Password for each agent in your office, take the following steps to setup ClientBase for Live Connect.

Step 1) Create a Live Connect Provider for Pleasant Holidays 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 Pleasant Holidays.
  • URL: Enter https://www.pleasantholidays.com/trams
  • Travel Category: Enter Tour from the drop-down menu.
  • Import XML from: Enter HTML Source.

Step 2) This step must be taken, or you will be unable to launch Pleasant Holidays. Setup 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 Pleasant Holidays from the drop-down list*.
  • User Name/Password: Enter the necessary fields based upon the login information provided to you when you contacted Pleasant Holidays.
  • Account Number: Not applicable.

Step 3) Create a vendor profile in ClientBase for Pleasant Holidays if one does not exist. From the profile manager, retrieve the Pleasant Holidays 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 Pleasant Holidays from the drop-down list. The vendor code is left blank. Click OK.

Note: If you connect via the Pleasant connection and sign on to Pleasantagent.com you can retrieve the Hawaii World bookings that you made via the Hawaii World reservation department to bring into ClientBase. Cruise Bookings are not supported by Pleasant Holidays booking engine and hence not eligible for Live Connect.

Note: Cruise Bookings are not supported by Pleasant Holidays booking engine and hence not eligible for Live Connect.

 

Create New Pleasant Holidays Reservation (Windows)

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

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Step 2) Select Pleasant Holidays from the drop-down menu by Connect To (if not defaulted).  If you have not already set up your login under Utilities|My Login, please make sure you add it here.  If your login is not present, you cannot import a reservation.  Then click Create New Reservations. 

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

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Step 4) Although still in ClientBase, you are now on-line at the booking site. Create the booking and when the reservation is confirmed, click Import Reservation.

 

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

 

Import Existing Reservation Made Outside of ClientBase (Windows)

First, create a new reservation and make sure your login is entered before clicking Import Existing Reservation from the Live Connect area. Enter the confirmation number or leave it blank and click OK. Use website to Query for the reservation made outside of ClientBase if no confirmation number has been used. 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 Cancelling (Windows)

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

Step 1) Launch Live Connect from 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. Login to the website, and click the retrieve reservation area. Edit or cancel the reservation using instructions supplied by the booking engine, and click Import Reservation. All reservation data edited or cancelled on-line is now located in the reservation fields in ClientBase.

 

Pleasant Holidays for ClientBase Online

If you are not currently registered to book Pleasant Holidays on-line, go to www.pleasantagent.com and click Create a Log In. Upon registering as a new user, you are provided a User Name and Password. Once you have submitted your request, Pleasant Holidays will activate your log on within one business day.

NOTE - Hawaii World: If you connect via the Pleasant connection and sign on to Pleasantagent.com you can retrieve the Hawaii World bookings that you made via the Hawaii World reservation department to bring into ClientBase. Cruise Bookings are not supported by Pleasant Holidays booking engine and hence not eligible for Live Connect.

Set Up Pleasant Holidays (Online)

Upon receiving a User Name and Password for each agent in your office, take the following steps to setup ClientBase for Live Connect.

Step 1) 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: In blank field provided, type the name of the Provider.
  • 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.pleasantholidays.com/trams
  • Travel Category: Select Tour.
  • Import XML from: Select HTML Source.
  • Include Authentication: Leave blank.
  • Click Save.

Step 2) You must do this to create and import reservations.  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 Pleasant Holiday from the drop-down.
  • User Name, Password and Account Number: Enter the User ID and password data provided when you contacted provider.

Step 3) Create a separate vendor profile in ClientBase if one does not exist for Pleasant Holidays. 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. Note: Cruise Bookings are not supported by Pleasant Holidays booking engine and hence not eligible for Live Connect.

 

Create New Pleasant Reservation in Live Connect (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, the Live Connect Provider and appropriate Login information. If your login information is not here, you must enter it to create a new reservation.

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 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.

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 Pleasant 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 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 import all 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 Import Reservation and the reservation details are imported into the ClientBase Res Card.

 

Retrieve an Existing Pleasant 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.

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