A new customer is automatically created every time there is a unique combination of name and email at the time a customer purchases a ticket and it picks the information of the payment screen. The customer wont be the passenger (the person travelling) but the person actually paying for the tickets. In most cases this is the same person but it can change when a person is purchasing a ticket for another person or when there are more than one passengers in one transaction.

A new customer is automatically created every time there is a unique combination of name and email at the time a customer purchases a ticket and it picks the information of the payment screen. The customer wont be the passenger (the person travelling) but the person actually paying for the tickets. In most cases this is the same person but it can change when a person is purchasing a ticket for another person or when there are more than one passengers in one transaction.

Select the + Add New button.

With Betterez, you can actively monitor transaction events (created and updated) of your different schedules, and send scheduled notifications to your customers using the Customer Notifications feature.

Navigate to admin>payments find the "Add new" button in order to create a new payment method.

Require address on Back end If checked, this payment method will require the address of the customer in the back end sales flow.

Navigate to admin>payments find the "Add new" button in order to create a new payment method.

Require address on Back end If checked, this payment method will require the address of the customer in the back end sales flow.

The last step is to click Save to save your new custom field.

Once created, the new custom field will appear in the final window of the checkout process, right before the payment is finalized. For example, in the image below you can see a a customer field to collect information about how the customer heard of the service.

You can also create new custom payment methods for your account by clicking the Add New button. In person payment methods can only be used in backoffice, while referenced payments are meant to integrate with an external system.

Imagine a customer purchasing three round trip tickets for himself and 2 friends, so it’s 3 total passengers:

Once a sequence number is assigned to a manifest removing and adding new users will have no effect on the sequence number.

There can often be disruptions to services or specific operational updates that require notifications to customers. The manifest email notification is available to provide live email messages to customers (NOT passengers) who have purchased tickets in a given manifest.

Require address on Back end If checked, this payment method will require the address of the customer in the back end sales flow.

In order to configure an operation message, navigate to Admin -> Sales Operation -> Operation messages and select +Add New to proceed to the New operation message screen in order to begin the first of three steps in the configuration.

When service disrutpions are insignificant, they may still be noteworthy and it may be necessary, but not obligatory, to notify customers. In other cases, the disruption may be so significant that service in a particular location may cease (for a period of time) altogether.

You can click in the copy button to copy and paste in some document or you can click the open new Open in a new window button to check your websales portal.

You can force customer to login before using websales by checking Force customer login to use websales

Click +Add new to arrive to the New Fee screen.

Imagine a customer purchasing three round trip tickets for himself and 2 friends, so it’s 3 total passengers:

• add a new one by clicking the "+ Add new" button at the top right of the list or the "Add new" link at the bottom left of the list.

On the customer details page, you will have the ability to view, create, edit and delete travellers associated with a customer.

In the Agencies list, click the Add new button.

You can also select what access to the data does the agency has. By default, agencies can only access customers, transactions and tickets created by themselves.

Proceed to select the new schedule for the trip or trips and update any Passenger details, which means that you can also change the passenger.

For Enable self serve change please check the following article: Customers

Once enable a new Sign in menu item will show in your websales portals.

You need to enable customers accounts in the backoffice.

Then select the + Add New button to arrive at the New Loyalty Program screen and begin the configuration.

Message for customer enrollment: Enter the message inviting a customer to join the loyalty program.

In order to setup the gift certificate feature, navigate to Administration -> Gift Certificates and select +Add new.

Gift certificates are multi-use promotional tools, where operators can assign a discounted value from various base fares. Once enabled your organization will be able to sell gift certificates to your customers through the backoffice app as well as through your websales app.

You will need to enter the properties inside the <attributes> payload of a successful CAS response that identify the email, first and last name for the customer in cases we need to create a new customer in Betterez.

You can also check Only allow to sign in with single sign on, if this is enable your customers won't be able to sign in with the native Betterez customer accounts and they will have to use the single sign on provider only.

Click in the Add new button at the top right of the screen.

During the purchase flow the customer will be asked to select an airline when purchasing tickets from or to an Airport station, and the terminal will be used to group the tickets in the manifest to provide more information to your drivers.

After successfully moving the ticket, you will automatically be directed to the ticket details page where the new manifest date will be shown, with the Moved tag displayed in red. Notice that the ticket number has not changed.

In the case where transaction has one Customer but the ticket has a different passenger (ex: customer buys a ticket for a relative) if you change or move this ticket using a regular move, the Customer and Passenger will remain as in the original transaction. But if the ticket is moved using unrestrictive move, the resulting transaction will create a new customer with the passenger information provided. Example. Customer A with email a@a.com purchases a ticket for Passenger B with email b@b.com. If this ticket is moved using the unrestrictive move it actually creates a new customer with the Passenger B information. The new transaction will have then Passenger B both as customer of this transaction and passengerfor the ticket. So for unrestrictive move if customer and passengers are not the same, it actually creates a new customer with the passenger information.

Your new bucket is now ready to use with the user you’ve created!

To use this configuration you need to Enable cross border taxation, once done it will appear 4 new options:

When a purchase is being made in websales, there will be some events triggered as the customer moves forward on the transaction.

Login into your Square development dashboard and create a new application.

Require address on Back end If checked, this payment method will require the address of the customer in the back end sales flow.

Tickets resulting from redeeming a Flexpass can be changed (system allows it) but it takes you to a payment screen. It is as if you are purchasing a new ticket. It is better to redeem the Flexpass again at zero cost, since it is not a "Change" per se.

You will be directed straight to the shopping cart where the appropriate taxes and fees will be applied and a payment can be made in cash by the customer. After payment is received and customer details are entered, click Pay

So, if an operator called ‘Red Sox Express” wants to point users from New York to Boston on the Beantown Shuttle, one way on New Year’s Day then the map should look like this:

Leverage the Betterez platform to provide customers with booking shortcuts for specific schedules on any given day.

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.

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 create a new voucher you must first navigate to Admin > Vouchers.

Email To: Enter the customer's email address who will be receiving the voucher.

• Use new Redeem Item flow - Beta

The system will use the email of the agent making the purchase in this case, a customer record will still be created, but the email will not be the email of the customer.

Click the Add new button

You can manage what trips will be shown to the customer based on the time of purchase and the times of the trips.

In order to setup email confirmation sending, navigate to Admin > Email Settings and click +Add New

When logged into the back-office with a user (for example, your_user@betterez.com) that is simultaneously used as the email of the transaction (your-user@betterez.com), the user WILL NOT receive a confirmation email with the pdf ticket. The reason is that the system sees that the person logging in is the same customer completing the transaction. Since the person making the purchase has access to the back office, the system assumes that the user does not require the confirmation because he/she has access to the back-end of the system and will be able to find the transaction and ticket to print, if necessary.

To create a new fare class, navigate to Operations -> Fare classes and select + Add New to arrive to the New Fare Class screen to begin entering the information about your new fare class.

The use of fare classes are a feature only available for accounts with products that are using the Journey Pricing pricing schema. Customers using this pricing type must declare at least on fare class in order to show results in the trip search. Accounts with products using the Point to Point pricing type can not use fare classes.

Click the Add new button

Restrict passenger change: if checked, when the redeemable item is used, the reservation will be for the same person that purchased the bundle and it can't be changed, the customer modification icon will not be displayed.

Example: Changed ticket (new status)

Typically, payments are a commitment between the customer and the company, so payment should always be completed or expire. In the event you need to cancel the transaction within the process, we recommend completing the payment, then cancelling the ticket.

Once completed and uploaded, you can use this new form of payment for any new transaction.

Require address on Back end If checked, this payment method will require the address of the customer in the back end sales flow.

This version introduces some new configuration for the existing scanning validations.

In the fare table create or add screen, the user can define the effectives dates, seat class or fare class for this new fare table.

Loyalty points are assigned at the leg level and added up for the whole trip. Loyalty points to accumulate are always added and if a segment doesn't have points it will be assigned a value of zero, so a customer will receive a total of points only for the legs that credited points once the whole trip is redeemed.

Inside websales, users will find a new button with the text Where's my bus?.

Your customers are now able to see in real-time where is the bus for any active trip. If you already have activated the premium feature for bus tracking, then you are all set up in websales.

The number of trips generated during step 4 is typically very large (many hundreds of them) and they need to be prioritized and filtered so that only the best options are shown to the customer.

Select +Add New and input the required information: Dyamic Forms

By doing this, a new subdomain will be added to the DNS server and your websales application will be available under this new subdomain.

If in the Enrollment section of the configuration of the loyalty program, the checkbox Enroll customer by default was left blank, the customer will not be automatically enrolled into the Loyalty Program. If this is the case, the customer can enroll in the loyalty program in one of two ways:

At the Invitation page click the New Invitation button.

If you want the consumer to be able to change tickets or provide some kind of customer service, you may want to grant access to more information.

In this example, the rule is set so that in purchasing from Toronto to New York with fare type of Adult in Firm fare class, at a price of USD 100 the user accumulates 100 points as shown in the LOYALTY_POINTS_TO_ACCUMULATE column in the Journey Pricing.

If customer were to purchase same Adult fare type in a Standard fare class instead for a price of USD 200, the user would accummulate 200 points.

Once confirmed, a new transaction will appear with the details of the refund.

• Customer details - Network agencies will be able to see customer details of the main accounts and other network agency users.

• Our promo code setup is designed to respect the lowest hierarchy rule (i.e. Product -> Type -> Route) first within the list of constraints. For example: if a customer configures the promo to be of type 'Roundtrip', but also to apply for a specific route, then the discount will only apply to the leg of the journey that is within the designated route (when choosing a round-trip transaction) rather than applying to both legs. This is because the return leg is part of a different route, and therefore a new promo rule needs to be created to discount both legs.

• Our promo code setup is designed to respect the lowest hierarchy rule (i.e. Product -> Type -> Route) first within the list of constraints. For example: if a customer configures the promo to be of type 'Roundtrip', but also to apply for a specific route, then the discount will only apply to the leg of the journey that is within the designated route (when choosing a round-trip transaction) rather than applying to both legs. This is because the return leg is part of a different route, and therefore a new promo rule needs to be created to discount both legs.

To setup live seatmaps, we first need to update the hold period a customer will have on their purchase window selection that will prevent other users from booking the same seat.

In order to configure a paid-in item, go to Admin > Items and select + Add New Item to arrive at the New Item screen to begin the configuration.

In a situation where more than one station along a passenger's route has an "Apply to station" item, the last station a customer passes through with an "Apply to station" item will be associated. This means you cannot have more than one item attached to a single ticket.

Also note that if users need to reset the cart, they simply need to click the 'Empty cart' button, and then click 'Continue Shopping'. This will redirect to the main booking page, and customers can start purchasing new tickets.

Betterez web sales platform is setup with a shopping cart tool, that allows customers to efficiently purchase multiple trips.

To configure a fare type validation, navegate to Operations -> Fare Type and sekect +Add New/edit an existing fare type. Once on the Edit Fare Type screen, select the Requires extra use info checkbox.

The fare type validation feature provides an added element of security to the use of a particular fare type by enabling a field where the customer is required to input a particular expression in order to be able to purchase that fare type. This expression could be a a student identification number, for example.

On the top right of the screen, click on +Add new.

Note: The default value will not appear in the reports, so we advise to use this as a hint for agents/customers.

Click the Add new button at the top right of the screen.

The square terminal will now take over and direct you or the customer on how to complete the transaction.

In order to access our endpoints you would need to create a new application and generate the public as well as the provate API Keys.

-Click ‘Add new’ and fill in the required details. Note that a pay on account needs to be created prior to setting up a code. In order to do so, go to ‘Payments’ option under the ‘admin’ drop-down, and select ‘pay_on_account’; then follow the instructions listed there.

Loans is a payment feature that will allow you to provide "pay on delivery" or "collect" services to your customers. This is also often used for a pre-reservation flow for ticket sales.

Additionally, there are fields that can be selected to see that field more detail, such as the customer number ticket number, transaction number, and more.

First, navigate to Operations -> Fare Type and select + Add New to proceed to the New Fare Type. Then, enter the information as you normally would but make sure to leave the Order at 0 and select the checkbox that says Display on combo before you click save.

When a customer confirms membership to part of a special group to which special pricing applies, the back office agent can use hide their fare type behind a combo box in order find the special fare agreement before requesting ID and continuing through the sales flow to purchase a reservation product.

Alternatively, you can create a custom referenced payment. This is usually meant for custom integrations or uses different to the 4 default ones. For more detailed instructions on how to configure these, please go to the New Referenced Payment article