With tour discounts, you can apply discounts as gifts to clients who attend tours. When a client schedules or completes a tour, they become eligible for discounted rates on activities and experiences booked through your desks.
The tour discount is calculated based on a retention rate configured at the desk level. This retention rate determines your new commission as a percentage of the vendor's net rate. FareHarbor Desk automatically calculates the discount needed to achieve this target commission.
Setting up a tour discount
To utilize tour discounts, you must first enable the feature at the company level.
To enable tour discounts for your company:
- Click Settings in your Desk navigation.
- Select Company settings from the dropdown.
- In the Company Settings, navigate to the Tour discounts section.
- Check the Enable tours gifting box.
- Click Save.
Defining tour retention rates for desks
Once a tour discount has been defined at the company level, you can set a retention rate for tour gifting at the desk level.
To define a desk’s retention rate:
- Click Manage from the Desk navigation.
- Select Desks from the dropdown.
- Edit an existing desk by clicking … or create a new desk by clicking + Add new desk.
- In the desk settings, navigate to Tour Gifting.
- Define your desired retention rate for the desk.
- Click Save.
The retention rate you’ve defined is the percentage discount clients receive as part of the tour process. A lower retention rate means lower prices for customers.
Adding a tour
Once tour gifting is enabled and the retention rate is set, you can add a tour to a client in your Desk dashboard.
To add a tour for a client:
- Select the client from the Clients table in the Dashboard.
- Click Add tour from the options on the right side of the Client view.
- In the modal overlay for the tour, define the location, date, time, and reference information for the tour:
- Click Add tour.
After you’ve added a tour for a client, you may create a voucher and apply the tour discount.
To add the tour discount to a voucher, select the customer type for which you would like to apply the discount:
In the customer type overlay, toggle on the Apply tour discount option. The tour discount is automatically calculated based on the defined retention percentage. The tour discount value cannot be edited in the voucher settings.
Once you’ve toggled on the discount for your desired customer type, save the customer type and then click Save voucher.
Note: The tour discount is included in the Order summary along with the vendor discount (if applicable) and taxes & fees.
Reporting
Data on tour discounts is available in the Sales Analysis Report in the Reports section of FareHarbor Desk.
Tour discounts are included in the Company Discounts total in your report. Additionally, tour discounts are identified in the Tour discount (Y/N) column.