Enabling Self-Service for date changes, cancellations and questionnaire edits is a great way to cut down on phone calls and get required information before trip time! When a customer receives a confirmation or reminder email for a listing that has Self-Service turned on, when they click the "Manage this Booking" button they are taken to a Self-Service page where they can change dates, cancel, or make updates to their questionnaire. If you use Xola's invoice feature you can even have customers self-service and make payment on the balance.
What's covered in this article:
- Enable Self-Service
- Self-Service: Date Changes
- Self-Service: Cancellations
- Self-Service: Questionnaire Changes
- Self Service: Allow customers to make payment
Enable Self-Service
- Navigate to the experience for which you'd like to turn on Self-Service.
- Click on the Self-Service tab on the left-hand menu.
- Tick on the boxes to allow for date changes, cancellations, questionnaire edits, and/or allow customers to make payments. When you select date changes and cancellations you'll be asked to specify how many days prior to the original trip a customer can make this change.
- Click Save.
Self-Service: Date Changes
Self-Service: Cancellations
Self-Service: Questionnaire Changes
Self Service: Allow customers to make payment
This toggle allows your customers to pay for their invoices via a link in an email sent to them.