The Documents section is a great feature that allows your clients to have quick access to all the information they need, even when they’re offline!
You can upload any document you like to these sections. These are usually, Party Details, Detailed Itineraries, Boarding Passes, Holiday Insurance Documentation and any other personal documents for your clients. Anything they would usually have to carry paper copies of, they can now have digitally through the app!
Top Tip: Many companies attach links to their social media pages and online survey tools in the documents section to help increase their engagement.
The Document titles will appear by default. These are set in your Settings – Menus & Labels.
However, you can rename these titles on a trip by trip basis if you want. Below the settings title for Documents is ‘Travel Documents’ and ‘Destination Documents’ – but one of them for this trip has been changed to ‘Area Guides’.
Icons are set by default to follow what has been set at a company level. These can be changed on a case by case basis using the Icon column should you wish.
To add documents, simply select “Add”. You will then be asked to name the document where it says File Title.
Once you have named the document, select the blue “Attach/Link” button.
You will be provided with 3 options to upload your document or link.
Vamoos allows you to re-organise your documents at any point to suit your clients’ needs. Simply click and hold the reorganise button. Then drag the document to the desired place on the list.
Ensure afterwards you save your documents using the “Save” button at the top of the page.
If you have any further questions about this section of Vamoos, you can reach our support team on firstname.lastname@example.org. Or, take a look at our video library for further support!