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Shopping Presets

Unlock exclusive airline content for your agency using BookingPad's 'Preset' function. Easily create templates for various fare types to access Special Fares by defining:

Preferences: Negotiated, marine, tour operator fares, and more
Qualifiers: Account IDs or promo codes
Preferred airlines

Effortlessly customize your content to match your agency's needs.

How to set up Presets

All agents inside the same agency will have access to the same presets

Only Managers can customize presets

Access the Presets page either from the dropdown filter while shopping or the Settings at the top.

At the top right of the page, you will see options to Export, Import and Add new presets

Create your preset

Click on the ➕ icon to start configuring your preset

You will be asked for the following information:

Title: name your preset
Airline: define the applicable airline
PTC: map it to the required PTC of the selected airline + preference. Add new ones if necessary.
Preference: Fare types (create new ones if not displayed inside the list)
Qualifier: Account/Contract ID or Promo Code provided by the airline.

Not all airlines require every field.

Click "Save" upon completion.

You will now be able to see your new preset in a table on the Presets page along with options to delete it, mark it as Default or Mandatory.

Default or Mandatory preset

Managers can enforce the use of one specific Preset for all searches by marking them as Mandatory. This ensures that all agents shop using the required settings.

The Default Preset option allows agencies to select a particular Preset for agents when they shop. Agents still have the flexibility to change it if needed.

How to use Presets

Choose the preset from the dropdown along with other details before searching.

Click on the Reload option if you are missing any Preset

Your search results will align with the selected preset.

Updated on: 10/06/2024

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