Page summary
Mandatory admin configuration
1: Account preferences
Once you have access to a sandbox or production environment, you will need to configure the general settings or certain preferences for the account.
This configuration set in Admin -> Account will stablish the name to be displayed for the account, which currency or currencies the account will accept, if taxes should be included in price or not, languages, country, among other general settings related to the account.
Please follow this link to our documentation for more information on Account Preferences Configuration.
2: Account setup
After you have configured your account preferences, you can continue to configure other important account settings by navigating to Admin -> Setup
In this section you will be able to do more specific configuration such as certain behaviour during the sales flow, custom message for no found trips, allowing the account to change tickets to lower fare, analytics and more.
Please follow this link to our documentation for more information on Account Set Up.
3: Email confirmation setup
Each time a transaction is made, a confirmation will be mailed to the customer if an email is available (in many cases, it is mandatory).
In order to ensure that the email comes from your company (and not from Betterez), you will need to ensure your email is verified by the Betterez system.
This is very important for tickets that passengers purchase on your website.
In order to set up your email please follow this link to our email set up support documentation
4: Reservation product setup
Probably the most commonly used product in the Betterez platform, the Reservation product allows customers to make reservations for a known origin and destination on a specified date in time. From there, the reservation product can get very specific using additional features such fare types, fare classes, brands, inventory, seatmaps, amenity groups and a host of other features.
To proceed to create your reservation product, please click on the link to our support documentation on Reservation Product Setup.
5: General terms and conditions setup
Having transparent and visible terms and conditions for use of your products and services is essential to help mitigate risk and customer dissatisfaction. As such, the configuration of your general terms and conditions is something that should not be overlooked.
Terms and Conditions specific to your product line(s) can be configured at the product level. These will be printed in your tickets. You can go to the following link for more information or to configure Product specific terms and conditions.
Otherwise, to configure the general terms and conditions for the account, navigate to Admin -> Terms and conditions and once on the Terms and Conditions screen, enter the terms and conditions. You can go to the following link for more information or to configure General terms and conditions for the account.
Click Save to save your updates to the terms and conditions.
6: User Setup
Navigating to Admin -> Users it is possible to create new and edit existing users. To create a new user, select + Add new user to arrive to the New user screen to begin the configuration. If you would like to edit a user, select the existing user to make the update.
For more detailed information on this process please visit the following link.
User Information
Email: Enter the email that will be used by the user to login.
New password: Enter the initial password that the user will use to log in for the first time. If the correct permission is enabled, the user will be asked to reset the password after the first initial login. Letters and numbers, at least 7 characters, accepted special characters are !@#$%^&*-~.
Re-enter password: Re-enter the password entered in the previous step.
Display name: Enter the name that will be displayed for the new user (This field must be completed if user is to be able use the scanner application to scan fallback codes).
First name: Enter the first name of the new user (This field must be completed if user is to be able use the scanner application to scan fallback codes.
Last name: Enter the last name of the new user. (This field must be completed if user is to be able use the scanner application to scan fallback codes)
Role: Select the role to be assigned to the new user. NOTE Only a user with Administrator role may assign a new user a role.
Locked If =true, the user will be locked out of the account.
Options
Shift Location In some cases, it may be necessary to assign a shift location to a user so that when accessing the sales flow, they are obliged to open their shift location in one specific location.
Allow control to filter menu options: If =true, this will allow the user to enable a filter for use in the Operations menu, the Intelligence menu, and the Admin menu.
Assignable to Manifest In some cases it may be necessary to assign a user so that they can be assigned in the manifest as a driver or other role within that manifest journey.
Starting screen Using this option will direct the user to one of the following home screens directly after completing login.
Language: Select the default language for the user. Leaving the selection as Use browser settings will automatically select the language configured at the browser level.
Default origin station: Selecting a station will default the sales flow to have the Origin station always selected as the selected station.
Default destination station: Selecting a station will default the sales flow to have the destination station always selected as the selected station.
Click Save to save your changes and/or updated user settings.
Once a user is created, to edit a user, simply click on the user and additional options will appear at the end:
Scanner badge
Print Scanner badge Selecting this button will create a pdf of the scanner QR badge that will allow the user to scan the badge to be able to log into the scanner application.
Change password
New password: Enter new password (can't reuse an already used password).
Re-enter password: Re-enter new password.
NOTE: For any user to have the ability to use the scanner application and scan fallback codes, First Name, Last Name and Display Name field must be completed in the user configuration.
7: Pricing setup
The Betterez platform offers three distinct types of pricing schema for the that can be applied to a (reservation) product:
The type of pricing that will be used for the reservation product is determined at the moment the product is created
Point to point
This type of pricing schema uses the concept of a base fare which is declared when configuring the fare type. The price of the base fare is then input into the fare table and all other fare types associated to the same product are configured as an adjustment (dollar $, percentage %, or override price) to the base fare. Ex. If the adult is the base fare for an O & D priced at $100, and the child fare represents a 50% adjustment to the base fare, the child fare will cost $50 for the same O & D.
Journey Pricing
Journey pricing schema involves the use of individual pricing rules for each origin and direction. This pricing rules can be tweaked and controlled using a number of different exceptions which include:
- Advanced Purchase Window (APW) by hours
- Amenity Group
- Brand
- Channel
- Currency
- Day of the Week
- Fare Class
- Fare Type
- Load Factor
- Round Trip Discount Adjustment
- Same Day Round Trip Discount Adjustments
- Schedule - Never apply, only apply
- Sell and Travel Time
- Shift Zone
- Tax Exempt
- Tickets Per Manifest
Market Pricing
Market Pricing will expand you options, combining the power of Journey pricing with the simplicity of point to point pricing.