1. Click on Deposits
2. You will click on the Add button.
3. To add a credit card payment, make sure that the Deposit Type is Credit Card. The deposit amount will always default to the total amount due. Change to the desired amount of the deposit (minimum amount is 25%). Confirm that the credit card is the correct one. Click on Charge Credit Card. You can add an additional email address for the Deposit Receipt.
4. You will always put the information in the Trip Notes Amount of Deposit and Refundable through date.
For Gift Certificates or 7th hr free
7th Hour for Free: For all Wine Tours, if a customer purchases 6 hours or more hours they get the 7th hour for free.
Gift Certificates: We will Donate to local charities, raffle off at Wedding Shows, etc. We will provide them with a Gift Certificate that can range from free airport travel, free 2 hour Limousine Ride, etc. The Gift Certificate will have the information in detail on the Gift Certificate. To Confirm it, go to Gift Cert List, this is the list of all the Gift Certificates given out. In the event there are 2, You will want to choose the one that is most up to date.
When the file is opened in the browser, you will look and find the Gift Certificate on the list. Please fill out the Date Redeemed Column. There is no need to save the file, the system will auto updated every couple of minutes. In the even the Gift Certificate isn't listed, Ask the customer to email or fax over their copy.
How to Set up in Fasttrak
1. You will choose Gift Certificate for both Gift Certificates and 7th Hour free.
2. Put the Description of the Gift Certificate. For Example 7th hour free or Gift Cert #1234.
Enter the total amount of the Gift Certificate or Hourly rate.
Unclick Email and Click Ok.
Leave notes in the Trip Notes area. For example 7th hour free or 3-hour free limo Gift Certificate
