TripCase Document Delivery

Size: px

Start display at page:

Download "TripCase Document Delivery"

Piers Nichols
6 years ago
Views:

1 TripCase Document Delivery Quick Reference O V E R V I E W Any Sabre Connected agency can utilize TripCase Document Delivery, free of charge. With TripCase Document Delivery, agencies send co-branded travel documents, including the itinerary, eticket, and einvoice, to travelers seamlessly from Sabre Red Workspace. By using a few simple commands, you can ensure your travelers have the important travel documents needed to make their trip as smooth as possible. Documents are delivered via HTML , in the agency s choice of 24 languages, and also imported into the traveler s TripCase Web and Mobile account. Any changes in the itinerary will be reflected in the traveler s TripCase Web and Mobile account. Settings for the confirmation and travel documents are managed in TripCase Connect, the administrative portal. P E F O R M A T S The Personal (PE) format used in the PNR directly impacts the information sent via to that address. Standard TO Format: PE any @ .com Should only be used for the traveler Receive the confirmation Trip will be imported under My Trips on the website, or Active Trips on mobile app Carbon Copy (CC) Format: PE any @ .com CC/ Should be used for anyone who is NOT the traveler Receive a copy of the confirmation sent to each with the Standard TO Format. Trip will be imported under Trips I m Following on the website, or Following on mobile app for this address Blind Copy (BC) Format: PE any @ .com BC/ Should be used for anyone who is NOT the traveler Receive a copy of the confirmation sent to each with the Standard TO Format. Trip will not be imported into a TripCase account associated with this address D O C U M E N T S D E L I V E R E D Agents can choose to add a PDF Itinerary, eticket, and/or einvoice to the confirmation sent to the address (es) in the PNR. This setting is located within TripCase Connect under Communications -> Confirmation s. TripCase quick reference Page 1

including: Trip segments Priority remarks Itinerary remarks Airline

2 I T I N E R A R Y E T I C K E T Includes traveler itinerary information, including: Includes traveler ticket information, including: Trip segments Priority remarks Itinerary remarks Airline reservation code Ticket number Baggage allowance and Fare Details TripCase quick reference Page 2

3 E I N V O I C E Includes traveler invoice information, including: Invoice number Ticket number Fare details TripCase quick reference Page 3

R E G I S T E R E D T R A V E L E R I T I N E R A R Y C O N F I R M A T I O N E M A I L Travelers who have signed up for a TripCase Web and Mobile account will receive their itinerary confirmation

This confirmation email includes: Priority remarks (5 S0) Itinerary remarks (5 ) Free Text remarks (5V EM) Agency configurable text from TripCase Connect administrative portal The registered

4 R E G I S T E R E D T R A V E L E R I T I N E R A R Y C O N F I R M A T I O N E M A I L Travelers who have signed up for a TripCase Web and Mobile account will receive their itinerary confirmation with the condensed itinerary in the body of the . Agencies can also choose to attach a PDF version of the itinerary, eticket, and/or einvoice. This confirmation includes: Priority remarks (5 S0) Itinerary remarks (5 ) Free Text remarks (5V EM) Agency configurable text from TripCase Connect administrative portal The registered itinerary confirmation is sent to travelers when an EM or EMX command is done in the PNR. U N R E G I S T E R E D T R A V E L E R I T I N E R A R Y C O N F I R M A T I O N E M A I L If your travelers have not yet signed up for a TripCase Web and Mobile account, they will receive the unregistered confirmation . The unregistered confirmation will include an invitation for the traveler to sign-up for TripCase Web and Mobile in the body of the . Agencies can also choose to attach a PDF version of the itinerary, eticket, and/or einvoice. This confirmation will also include: Free Text remarks (5V EM) Agency configurable text from TripCase Connect administrative portal Unregistered travelers will receive this confirmation regardless of the end and mail command that is done in the PNR. TripCase quick reference Page 4

TRI P R E M I N D E R E M A I L F O R U N R E G I S T E R E D T R A V E L E RS If your travelers have not signed up for a TripCase Web and Mobile account, they will receive a trip reminder email 24

Unregistered travelers may unsubscribe from the trip reminder email and no additional reminders will be sent.

5 TRI P R E M I N D E R E M A I L F O R U N R E G I S T E R E D T R A V E L E RS If your travelers have not signed up for a TripCase Web and Mobile account, they will receive a trip reminder 24 hours before their trip starts. This trip reminder will not be sent if the travel is booked within 30 hours of trip start. Unregistered travelers may unsubscribe from the trip reminder and no additional reminders will be sent. E T I C K E T C O N F I R M A T I O N E M A I L The eticket confirmation includes the eticket in the body of the . Agencies can also choose to attach a PDF version of the itinerary, eticket, and/or einvoice. This confirmation will also include: Free Text remarks (5V#EM) Airline reservation code Ticket number Fare details Baggage allowance The eticket confirmation is sent to registered travelers when an EMT command is done in the PNR. TripCase quick reference Page 5

E I N V O I C E C O N F I R M A T I O N E M A I L The einvoice confirmation email includes the einvoice in the body of the email.

6 E I N V O I C E C O N F I R M A T I O N E M A I L The einvoice confirmation includes the einvoice in the body of the . This confirmation will also include: Free Text remarks (5V#EM) Invoice number Ticket number Fare details The einvoice confirmation is sent to registered travelers when an EMI command is done in the PNR. A C C E S S I N G T R I P C A S E C O N N E C T TripCase Connect is the administrative portal that gives agencies access to make modifications to their document delivery settings, as well as access travelers documents for 13 months post the date of travel. Agents with Duty Code 6 in their Employee Profile Record (EPR) will only be able to access the Document Archive in TripCase Connect. Agents with keywords SUBMGR in your Travel Journal Record (TJR), and Duty Code 9 in your Employee Profile Record (EPR) will have access to all document delivery settings as well as the Document Archive in TripCase Connect. You can access the TripCase Connect platform by logging in to : 1. Enter your username followed by /PCC (e.g /M9N4 ) 2. Enter your password 3. Change your language if necessary 4. Click Sign In TripCase quick reference Page 6

C U S T O M I Z E E M A I L B R A N D I N G Select Confirmation Emails from the Communications tab at the top of the homepage.

7 T R I P C A S E C O N N E C T H O M E P A G E You can access Communications Manager, Custom Settings, and Document Archive from the TripCase Connect Homepage. Through this tool you can configure branding information such as logos, templates, and contact information at the SC (Main PCC), PCC, and DK levels. C U S T O M I Z E E M A I L B R A N D I N G Select Confirmation s from the Communications tab at the top of the homepage. Here you will see the four TripCase confirmation s: Unregistered Registered Ticket Invoice *Note: If you are paying for Premium Services, the Unregistered template will not appear here. By selecting Edit next to each confirmation , you can customize settings for that template. TripCase quick reference Page 7

E M A I L S E T T I N G S Other Messaging Options: Select Display Priority PNR messages and Display Itinerary PNR messages to include Remarks in your email messages.

8 E M A I L S E T T I N G S Other Messaging Options: Select Display Priority PNR messages and Display Itinerary PNR messages to include Remarks in your messages. Display Priority PNR Messages: These messages are tied to a specific PNR You can customize this message in the PNR by using the 5 S0 format Display Itinerary PNR messages: Customize these messages in the PNR by using the 5 format and then adding your message This feature is not customizable by specific template and will apply to all confirmations Select your default confirmation language. Check the boxes to attach PDFs of the itinerary, eticket and einvoice to your confirmation s to your travelers. Customize a message to your travelers TripCase quick reference Page 8

9 C U S T O M I Z E T R I P F E E D M E S S A G E Select Tripfeed from the Communications tab to turn on and edit your agency contact message to your travelers. This message will display in your traveler s TripCase account to make it easy for them to reach you during their trip. S T A N D A R D S E T T I N G S Click Standard from the Settings tab to customize your default settings. Contact Settings: Agency name sent from BCC sent to Phone Number Brand Settings: Upload your logo to be displayed in your confirmation s and your documents. Preferred file types include jpeg, gif, or png. Display Logo for (max 200 x 100 pixels) Display Logo for documents (max 120 x 60 pixels) TripCase quick reference Page 9

Check the boxes to further customize your agency s documentation. Show etickets: Allows your travelers to access their eticket from their confirmation email and TripCase account.

Show einvoice Expiration Date: Displays the expiration date on the einvoice. Show Special Request Information: Displays SSR lines in email. Show Travel Consultant Initials: Displays your initials.

10 Check the boxes to further customize your agency s documentation. Show etickets: Allows your travelers to access their eticket from their confirmation and TripCase account. Show einvoices: Allows your travelers to access their einvoice from their confirmation and TripCase account. Show EMD: Displays the EMD table in the eticket documents. Show einvoice Expiration Date: Displays the expiration date on the einvoice. Show Special Request Information: Displays SSR lines in . Show Travel Consultant Initials: Displays your initials. Suppress Supplier Rate: Hides supplier rates for HHL and CAR segments. Display Remarks In: Display remarks in lower or upper case. Preferred Clock format: Select 12 hour or 24 hour clock format. Preferred Language: Use the dropdown to select your agency language preference. English is the default language. D O C U M E N T A R C H I V E Document Archive is an easy way for agencies to access their traveler s documents. Agents with Duty Code 6 will be able to access Document Archive, but not the rest of TripCase Connect. Agents with keyword SUBMGR as well as Duty Code 9 will be able to access Document Archive in addition to the rest of TripCase Connect. Click the Advanced tab to access Document Archive. You can access etickets and einvoices archived for 13 months following date of issuance. Search by invoice number, PNR record locator or last name. Click Download to display the document you need. Note: Set TJR time zone to anything other than 0 zero for documents to be accessible for the 13 months in TripCase Connect. Otherwise, documents will be available for 30 days from date of issuance. TripCase quick reference Page 10

T R I P C A S E A G E N C Y TripCase Agency premium services include: Enhanced Email If your travelers have not registered with TripCase already receive a confirmation email with the itinerary,

11 T R I P C A S E A G E N C Y TripCase Agency premium services include: Enhanced If your travelers have not registered with TripCase already receive a confirmation with the itinerary, ticket, or invoice in the body of the . With Enhanced , unregistered travelers can receive the same template. Ad-Free Itineraries Remove traditional advertisements from TripCase confirmation s, and TripCase Web and Mobile platforms for trips booked with a subscribed PCC. To opt in to either of these premium features, visit the TripCase product page in Agency eservices, and select Product Ordering. S U P P O R T Ask your Sabre Account Representative Visit the TripCase Connect product page on Agency eservices Visit the TripCase travel.tripcase.com Follow us on social channels Need additional support? Call the Applications Support Help Desk at TripCase quick reference Page Sabre Inc. All rights reserved. Sabre, Sabre Holdings, and Sabre Travel Network are trademarks and/or service marks of an affiliate of Sabre Holding Corporation. All other trademarks, service marks, and trade names are the property of their respective owners.3.9

Getting started with TripCase Connect. Tracy Edes, Partner Success Manager Monday, April 29, 2013

Getting started with TripCase Connect Tracy Edes, Partner Success Manager Monday, April 29, 2013 Content Overview What is TripCase Connect and TripCase Web & Mobile? Agency Benefits Setting up my agency