Step-by-Step Guide to Setting Up and Managing Corporate Profiles, Users, and Promotional Codes
This article contains the following topics:
1.Corporate profile
To create a new promotional code, log in to the dashboard. When you are logged in to your dashboard, click on Settings and then on Corporate Module. You will then see the following screen:
First of all, the profile of the users must be set correctly. Click on Corporate profile, you will get 4 options that must be set.
| Creditcard needed for corporate HBE bookings | Select 'Yes' if a credit card guarantee is required for bookings via the Corporate Module |
| Place 'Corporate account log-in' link on white label listing | Select 'Yes' if you want the link book with access code to be displayed in the booking module on your own website |
| Display packages on corporate listing | Select 'Yes' if you also want to offer packages via the Corporate Module |
| Default corporate code (leave blank if none) | If you only have 1 promotion code that can be used by all your guests, you can enter it here and it will be entered automatically in the booking engines. If you are going to create multiple promotional codes, leave this field blank |
Click the Save button to save the settings.
2.Add user
To add a new user, click on Add user. You will see the following screen:
| Username* | This is a required field. Enter the company name, guest name or the name of the discount promotion here. This name is visible in the booking engine when logging in with this code. |
| User description | This field is for personal use and is not visible to the user. Here you can enter the agreements that you have made with the company or guest. |
| Billing instructions | This field is for your own administration and is not visible to the user. You can state the billing instructions here. |
| Send copy of booking to e-mail | Here you can optionally add an e-mail address to which a copy of the booking must be sent. For example to the financial administration. |
| Access code* | This is a required field. Enter the code here, with which the user can log in and book at the agreed price or discount. |
| Corporate code can be used until* | This is a required field. Select Unlimited when this code can always be used. If it can only be used for a specific period, select Fixed period and enter the start and end date. For example: a Christmas package 24-12-2023 to 27-12-2023. Here you can enter startdate 01-10-2023 and enddate 27-12-2023. Now it is possible to book with this code from 01-10-2023 onwards for the period set at Can be booked. |
| Can be booked* | This is a required field. Select Unlimited when you can book the whole year with this code. When booking is only allowed for a specific period, select Fixed period and enter the start and end date. For example: a Christmas package 24-12-2023 to 27-12-2023. Here you can enter startdate (first arrival date) 24-12-2023 and enddate 27-12-2023. Now it is possible to book this package arriving from 24-12-2023 onwards based on the availability of the package. |
| Show account-edit-link* | If you select 'yes', a link is placed in the module, with which the user can adjust the standard name and address data. The name and address of the user must then be entered under Corporate userdata. If multiple users receive this code, we recommend leaving this option on 'no'. Otherwise, the user will see the name and address details of the last booker. |
| Show Price check widget* | Leave this option at 'no' as default. |
| Display normal rates on corporate listing | Select 'yes' if the user may also see the regular rates in the module when booking with the code. |
| Corporate userdate | If desired, enter the standard name and address for the individual user. Leave this blank when there are multiple users who can book with this code. |
| Allowed corporate rates | If you have already created corporate rates, you can select here which rates can be booked with this code. Otherwise, these rates must first be created. The manual with how to create these rates can be found in the article Add a new corporate rate |
| Allowed corporate rates on Packages | Tick here the packages that can be booked with this code. At the package itself you set the discount price for this code. |
Once you have processed all settings and information correctly, click on the Save button to save the promotion code. We recommend logging in into the booking engine with the code you have created and check whether the correct rates can be booked.
3. Show users
For an overview of all users, click Show users. Click on edit/assign rates to assign corporate rates to the user or to make changes. Click on delete to delete the user.
Questions? If you have any questions about the Corporate Module, please contact our support team by submitting a new support request.