Action Template Management

Name	Service Type	Description	Templates	Status	Actions
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Seq	Code	Description	Required	Conditional	Deadline	Assignee Role	Depends On	Result Fields	Actions
No templates.

Action
Creation
Deadline
Assignee
Dependency
Data
Notes

What is this action?

Describe the task an agent needs to perform for this service. Be clear and specific.

Description *

Action Code — Customize

Position in workflow

Where this action appears in the execution order.

When should this action be created?

Choose whether this action is always created, or only under certain conditions.

Always required

Created on every confirmed booking. Must be completed before voucher can be generated.

Always created, but optional

Created automatically but does not block voucher generation if not completed.

Only when a condition is met

Created only when specific booking data is present on the service line.

When is the deadline?

Set when this action should be completed, relative to a key date.

No specific deadline

This action should be completed days the

Example: If travel starts May 15, this action is due by May 8

Who should do it?

Choose which team or role is responsible for completing this action.

Booking Agent

The agent managing this booking. Automatically assigned to the booking's agent.

Finance Team

Payment processing, invoicing, refunds, and financial reconciliation.

Operations Team

Logistics, transport, supplier coordination, and on-ground arrangements.

Does this depend on a previous step?

If this action requires another action to be completed first, select it below. The agent won't be able to start this action until the dependency is marked complete.

Dependencies create a chain of actions that must be completed in order.

What information should be collected?

When an agent completes this action, what details should they record? These fields appear in the completion form.

Leave empty if no specific data needs to be recorded — the agent will only see a notes field.

Internal notes

Add any instructions or context for the agent completing this action. These notes are visible only to staff, not to customers.

Voucher Section Templates

Configure which fields appear in each service section of the generated booking voucher PDF.

Service Type	Section Title	Fields	Status	Edit
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Service Type

Section Title

Header Template (HTML, use %DESCRIPTION% and %ICON% placeholders)

Fields Definition (JSON array)

Label	Source	Field / Path	Action Code

Active

Action Template Management

Action Templates for:

New Template Set

New Action Template

Voucher Section Templates

Edit Voucher Section Template