Learn how to automatically display different Terms and Policies on specific itineraries.
Learn how to automatically show different Terms and Policies based on itinerary type, customer type, or sales stage.
To achieve this, you need to set up an interplay between the following elements:
- Terms and Policies documents
- Appearances
- Itineraries
How It Works
Documents are linked to appearances, and appearances are then assigned to itineraries. To ensure the correct Terms & Policies document is applied for a specific itinerary or customer type, you will need to:
1. Create a Terms and Policies document. This is done by navigating to your account Settings > General Settings > Terms and Policies tab.
Documents are linked to appearances, and appearances are then assigned to itineraries. To ensure the correct Terms & Policies document is applied for a specific itinerary or customer type, you will need to:
1. Create a Terms and Policies document. This is done by navigating to your account Settings > General Settings > Terms and Policies tab.
2. Assign the document to one of your itinerary appearances. This can be achieved in Settings > General Settings > Appearances tab > About Us section > Documents drop-down list.
3. Apply that appearance to a specific itinerary. This is done in the itinerary settings tab.
