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Arctic Reservations v2

• 1. Getting Started: Configuring your Installation
  • 1.1. Welcome
  • 1.2. Step 1: System Settings
  • 1.3. Step 2: Users
  • 1.4. Step 3: Tax Rates
  • 1.5. Step 4: Payment Plans
  • 1.6. Step 5: Cancellation Policies
  • 1.7. Step 6: Files & Attachments
  • 1.8. Step 7: Invoice Items
  • 1.9. Step 8: Registration Forms
  • 1.10. Step 9: Creating Rental & Inventory Items
  • 1.11. Step 10: Creating Trip Types
  • 1.12. Step 11: Creating Trips
  • 1.13. Step 12: Email Settings
  • 1.14. Step 13: Setting up a Payment Gateway
  • 1.15. Ready, Set, Go!
• 2. Upgrading from Version 1
  • 2.1. Welcome To Version 2
  • 2.2. New Terminology
  • 2.3. Valuable New Features
  • 2.4. Important Items to Review Post Import
• 3. Users
  • 3.1. Creating Users
  • 3.2. Changing User Emails & Passwords
  • 3.3. Two-Factor Authentication
• 4. Forms Editor
  • 4.1. Built-In Forms
  • 4.2. How to Create Custom Fields
  • 4.3. Collapsible & Conditional Fields
  • 4.4. Registration Forms
• 5. Online Waivers
  • 5.1. Online Waiver Standards
  • 5.2. Creating an Online Waiver
  • 5.3. Assigning Waivers to Trip Types & Rental Items
  • 5.4. Online Waivers & the Guest-Facing Site
  • 5.5. Uploading Paper Waivers
  • 5.6. Viewing & Retrieving Waivers
  • 5.7. Outfitter Responsibilities
• 6. Evaluations
  • 6.1. Creating Evaluation Forms
  • 6.2. How to Create "Rating" Fields
  • 6.3. Assigning Evaluations to Trip Types & Rentals
  • 6.4. Sending Evaluation Requests to Your Guests
  • 6.5. How to View Evaluation Responses
  • 6.6. Coding Open Ended Fields
  • 6.7. Tips for Creating an Effective Evaluation Form
• 7. Trips: Third Party Distribution
  • 7.1. TripAdvisor Experiences
• 8. Add-ons
  • 8.1. Understanding the Trip Add-ons Form
  • 8.2. Creating Add-ons
  • 8.3. Adding Required Inventory
  • 8.4. Add-Ons and the Reservation Process
• 9. The Dashboard & Activity Log
  • 9.1. Using the Dashboard
  • 9.2. Customizing the Dashboard
  • 9.3. Using the Activity Log
• 10. Inquiries
  • 10.1. Inquiries
  • 10.2. Customizing the Built-In Inquiry Form
  • 10.3. Online Inquiries
  • 10.4. Browse Inquiries
  • 10.5. Using Inquiries as a Waitlist
• 11. Tasks
  • 11.1. Using Tasks
  • 11.2. Creating a New Task
  • 11.3. Creating Trip Tasks
  • 11.4. Navigating the Browse Tasks Page
• 12. Reservations
  • 12.1. Creating a New Reservation
  • 12.2. Reservation Details
  • 12.3. Canceling Reservations
  • 12.4. Editing Reservation Guest Details
  • 12.5. Splitting Guests Into a Separate Reservation
  • 12.6. Statuses
• 13. Group Mode Reservations
  • 13.1. Creating A Group Mode Reservation
  • 13.2. Adding a Reservation to a Group Reservation
  • 13.3. Making Changes to a Group Mode Reservation
  • 13.4. Moving a Reservation in or out of a Group
  • 13.5. Guest Facing Site Group Mode Features
• 14. Rentals
  • 14.1. Creating Rental Items
  • 14.2. Creating Rental Item Sets
  • 14.3. Dynamic Pricing
  • 14.4. Editing Rental Item Inventory
  • 14.5. Creating a New Rental
  • 14.6. Rental Details
  • 14.7. Statuses
• 15. Activity Holds
  • 15.1. Enabling the Hold Feature
  • 15.2. Holding an Activity
  • 15.3. Managing Holds & Group Holds
• 16. Check-in Feature
  • 16.1. Using the Check-in Feature
• 17. Emails
  • 17.1. Adding Email Senders
  • 17.2. Email Templates Part 1: Template Categories & Triggers
  • 17.3. Email Templates Part 2: Creating New Email Templates
  • 17.4. Creating an Email Design
  • 17.5. Using the Advanced Design Creator
  • 17.6. Applying Email Designs to Email Templates
  • 17.7. SmartContent Syntax
  • 17.8. Placeholders & Logic
  • 17.9. Advanced Logic (Smarty)
  • 17.10. Common Email Template Formatting Issues
  • 17.11. Tips for Creating CAN-SPAM Compliant Emails
• 18. Email List Integration
  • 18.1. Setting Up Email List Integration
  • 18.2. Sample Filter: Exporting Email Addresses
• 19. Invoice Item Templates
  • 19.1. Creating Item Templates
  • 19.2. Automated Discounts, Fees and Promo Codes
  • 19.3. Add a Promo Code to a Booking Link
• 20. Invoices
  • 20.1. Understanding the View Invoice Page
  • 20.2. Invoice Statuses
  • 20.3. Anatomy of an Invoice
  • 20.4. Invoice Editing Restrictions
  • 20.5. Editing An Invoice
  • 20.6. Rebuilding Invoices
  • 20.7. Merging Invoices
• 21. Invoice Transactions
  • 21.1. Taking Payments
  • 21.2. Scheduled Payments
  • 21.3. Holds
  • 21.4. Refunds: Linked & Unlinked
  • 21.5. Transferring Credit Card and E-Check Payments
  • 21.6. Saving Credit Card or e-Check Information
  • 21.7. Not Settled vs Settled Transactions
  • 21.8. Transaction Batching
• 22. Credit Card Processing
  • 22.1. Merchant Services & Gateways
  • 22.2. Declined International Transactions
  • 22.3. Fraud Settings
• 23. Accounts
  • 23.1. Creating Accounts
  • 23.2. Assigning Accounts
  • 23.3. Merging Accounts
  • 23.4. Adjusting Account Balances
  • 23.5. Deleting Accounts
  • 23.6. Reports for Bookkeeping
• 24. Gift Certificates
  • 24.1. Creating Gift Certificates
  • 24.2. Processing Payments for Gift Certificates
  • 24.3. Redeeming Gift Certificates
  • 24.4. Issuing Gift Certificates for Invoices with a Negative Balance
• 25. Reports
  • 25.1. Reports
  • 25.2. Starred Reports
  • 25.3. Report Layout Settings
  • 25.4. Using the Report Editor
  • 25.5. Creating Pivot Tables
  • 25.6. Using Filters on the "Browse" pages
  • 25.7. Sample Filters
  • 25.8. Example Filter: Exporting Email Addresses
  • 25.9. Financial Summary Report
• 26. Guide Management
  • 26.1. Creating Guides
  • 26.2. Managing Guide Availability
  • 26.3. Guide Ratios and Allocation Times for Trips
  • 26.4. Guide Scheduling for Subtrips
  • 26.5. Scheduling Guides on Trips
  • 26.6. Adding Custom Fields to the Guide Scheduling Page
  • 26.7. Guide Schedule Reports
• 27. Booking Agents
  • 27.1. Booking Agents - Getting Started
  • 27.2. Creating Agent Groups
  • 27.3. Business Group Specific Commissions
  • 27.4. Creating Booking Agents
  • 27.5. The Booking Agent "View Person" Page
  • 27.6. Creating Booking Agent Activities Via the Backend
  • 27.7. Creating Booking Agent Activities through the Guest-Facing Site
  • 27.8. Using Referral Links
  • 27.9. Guest Portals for Booking Agents
  • 27.10. Email Handling for Booking Agent Activities
  • 27.11. Commission Reports
  • 27.12. Understanding Payment Statements and Reallocation
  • 27.13. Example Filter: Which Agents Earned Commissions
  • 27.14. Example Filter: Billing Statements for Agents
• 28. Packages
  • 28.1. Package Basics
  • 28.2. Creating Package Definitions
  • 28.3. Booking Packages via the Backend
  • 28.4. Helpful Hints For Packages
• 29. Guest-Facing Site
  • 29.1. Guest Facing Site Basics
  • 29.2. Structure
  • 29.3. Managing the Guest-Facing Site Design on a Subdomain Implementation
  • 29.4. Guest-Facing Site Design Tools for Subdomain Implementations
  • 29.5. Embedding a landing page in an IFRAME
  • 29.6. Embedding your full guest-facing site in an IFRAME
  • 29.7. Booking Interface
  • 29.8. Cross-Promoting Items
  • 29.9. Controlling the Checkout Process
  • 29.10. Shopping Cart Take Overs
  • 29.11. Testing Online Purchases
  • 29.12. Installing Analytics
  • 29.13. Conversion Tracking
  • 29.14. URL Based Funnels & Conversion Tracking
• 30. Guest Accounts
  • 30.1. Authentication
  • 30.2. Account Invitations
  • 30.3. Back End Tools For Managing Guest Accounts
  • 30.4. Guest Facing Tools For Managing Accounts
• 31. Social / Photo Site
  • 31.1. Social Site
  • 31.2. Enabling the Social Site
  • 31.3. Posting Trip Photos
  • 31.4. Activity Notifications
  • 31.5. Usage Management Tools
• 32. Arctic Retail
  • 32.1. Retail Settings
  • 32.2. Creating Retail Items
  • 32.3. Creating Retail Item Variants
  • 32.4. Adjusting Retail Inventory
  • 32.5. Printing Barcodes
  • 32.6. Creating and Managing Retail Terminals
  • 32.7. The Retail Terminal
  • 32.8. Keyboard Shortcuts
  • 32.9. Pay Later Option
  • 32.10. Returns and/or Exchanges
  • 32.11. Cash Drawer & Retail Summary Report
• 33. Purchase Orders
  • 33.1. Creating Purchase Orders
  • 33.2. Purchase Order Status
  • 33.3. Fulfilling Purchase Orders
• 34. E-Commerce
  • 34.1. E-commerce Settings
  • 34.2. Shipping Methods and Classifications
  • 34.3. Enabling Retail Items For E-commerce
  • 34.4. E-commerce Site

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Phone

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