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View How to Enter a Reservation in HWeb Agent

Category:HWeb Agent
Category:New Users - Start Here!

How to Enter a Reservation into HWeb Agent

How to enter a reservation into HWeb Agent

Hudson’s HWeb Agent

Overview

The HWeb Agent allows you create, find, and modify reservations. This software is protected by a Username and Password; if you do not have a username and password, please see your system administrator.

General Navigation Tools

TAB – Moves Forward

SHIFT+TAB – Moves Backward

SPACEBAR – Used to press buttons and check/uncheck boxes (performs the same functionality of a left click with the mouse)

ATL+<letter> - Within the program, buttons and menu items will have an underline below a letter. (i.e. to push OK button press Atl+O)

Frequently used Hot Keys

CTRL+Z – Cancel Reservation

CTRL+X – Clear Screen

CTRL+P – Print Reservation

CTRL+U – Update Profile

CTRL+L – List Multi-Credit Cards

CTRL+M – Mark reservation paid

CTRL+V – Paste a copied Telephone Number

SHIFT+CTRL+F1 – Book a return reservation

Basic Terms

Enter – The word enter used in this manual refers to any information that must be typed in by the operator using the keyboard (Example: Name is a field that must be typed in).

Press – The word press used in this manual refers to the act of pressing the SPACEBAR when selecting a button or checkbox.

Select – The word select used in this manual refers to the act of selecting an option in a pull-down menu box.

Hot Key – The word hot key used in this manual refers to the keys also know as shortcut keys. These keys are usually found above the number keys and begin with the letter “F”.


Creating a New Reservation

A.) Check Price and Availability

B.) Enter Pickup/Dropoff information

C.) Enter Reservation Details

D.) Save Reservation

A.) Check Price and Availability

1.) To create a new reservation press F1

2.) You will now see the pricing and availability screen

3.) Select the Direction (either Arrivals, Departures)

4.) Next select the Airport

5.) Now select the Pickup/Dropoff Location

6.) Next select the Flight Date and Time

7.) Select the Flight Type, either Domestic or International

8.) Now enter the necessary flight details (airline, terminal and/or flight city)

9.) Select the number of Passengers

10.) Select any Service Extras (if appropriate)

11.) Select the Bag Count (zero may be acceptable)

12.) Now press the Generate Fares and Pickup Times button (or press ATL+G)

13.) Next select the Service Type

14.)Now select the appropriate Pickup Time

15.) Press on the OK button (or ENTER) to exit the Check Price and Availability screen

B.) Pickup/Dropoff information

1.) After pressing OK in the Check Price and Availability screen, you will automatically be moved to the Pickup/Dropoff tab

2.) From this tab enter the customer’s name. Now TAB into the telephone number field

3.) Enter the customer’s telephone, if the number is international check the international format box before entering the telephone number (if no telephone enter all 0’s)

4.) Enter the Pickup Address for a Departure reservation or the Dropoff Address for an Arrival.

5.) Enter any information into the Directions box that would be useful for the driver

6.) Enter any information into the Special Instructions box that would be useful internally

C.) Reservation Details

1.) Now select the Reservation Detail Tab by pressing ALT+R

2.) For the majority of reservations only the Payment Details is required

3.) If Payment is Credit Card enter the Credit Card number and expiration date

D.) Save the Reservation

1.) Once payment details have been entered save the reservation

2.) Press F4 to save the reservation

3.)Read back the Confirmation Message to the caller

4.) If desired, Press the Book Return button, follow the previous steps (starting at A.) to book a Return Reservation, if a return is not desired press Done


Additional Agent Functions

Creating a Quick (Instant) Reservation

1.) Press F2 to open the instant reservation menu

2.) Enter the name

3.) Select direction (usually arrivals)

4.) Select airport and airline (if required)

5.) Enter terminal number (if required)

6.) Select the number of passengers

7.) Select dropoff location

8.) Select Service

9.) Select payment, if credit card enter the number, expiration date

10.) Enter driver instructions if they are required

11.) Press Ok

Finding a Previously Created Reservation

1.) Press F3 to open the Find Utility

2.) Enter your search, either Reservation ID, Full Name, or Telephone Number

3.) If desired select the Pickup date to aid in narrowing your search either Any (DEFAULT), On a particular date or after a particular date

4.) Use the ENTER/RETURN key to start your search

5.) Locate and highlight the reservation

6.) Use the ENTER/RETURN key to select the reservation

Search Shortcuts

When searching for a reservation or profile the following keys can be used instead of checking the corresponding search criteria. To search by reservation number, enter a period (.) before the number. To search by name enter a forward slash (/) before the name. To search by telephone number, enter a pound sign (#) before the telephone number. To search by cancellation number, enter an exclamation point (!) before the cancellation number.

Using the Advanced Find Feature

(This feature will leave the search box open after making a selection)

 1.) Press SHIFT+F3 to open the Find Utility

2.) Enter your search, either Reservation ID, Full Name, or Telephone Number

3.) If desired select the Pickup date to aid in narrowing your search either Any (DEFAULT), On a particular date or after a particular date

4.) Use the ENTER/RETURN key to start your search

5.) Locate and highlight the reservation

6.) Use the ENTER/RETURN key to select the reservation

The find dialog will not close automatically. You may return to the find screen by pressing either ALT+TAB or SHIFT+F3

Canceling a Previously Created Reservation

1.) First find the reservation using the above steps

2.) Once desired reservation has been located press CTRL+Z

3.) The cancellation dialog box will be displayed. If the reservation has a return scheduled in future you will be prompted to cancel the return as well

4.) When canceling a reservation a return need not be cancelled, but may be canceled if desired

Confirming a Previously Created Reservation

1.) First find the reservation

2.) On the Pickup/Dropoff page locate the Confirmation Box found under Special Instructions (Notes)

3.) Select your message from a list of assigned messages that best describe how the confirmation was made

Creating a Return Reservation on a Previously Booked Reservation

1.) First FIND the previously booked reservation

2.) Now from the menu options, select file, then new reservation, now click return Or press shift+ctrl+F1

3.) Finally book the reservation, as you would normally do

Creating a Duplicate Reservation on a Previously Booked Reservation

1.) First FIND the previously booked reservation

2.) Now from the menu options, select file, then new reservation, select duplicate current Or press ctrl+F4

3.) Make necessary adjustment to duplicated reservation


KEYWORDS: How to enter a reservation

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