Evolvi Build - for integration into Lightning UK (SABS)
Step-step-guide showing how to configure an Evolvi Organisation to integrate Evolvi Content into Lighting UK Booking Tool.
General Info:
- Lightning UK uses a central login so Single Policy is supported.
- Standard Tickets and TOD are supported delivery methods with e-tickets to be available later in 2018
- Client tickets will need to access Evolvi Directly to perform ticketing functions.
Evolvi Build Guide:
1. Log into Evolvi - https://ctm.evolvi.co.uk/
2. Admin – Organisations - > Add organisation
3. Add organisation details and Travel Manager Details and Save.
4. Add Policy’s create a new Policy Name Lightning UK Booker -> Double Click Lightning Uk Booker once Added
5. Tick the following settings in the Policy
Booker Option 1
Booking for Others
Roving Booker
Disable Booking Confermation
ToD Booker
First Class Allowed
Fares Option 1
Allow Additional Travelcards
Order Manager
Display Delivery Note
Preset Delivery to Booker
6. Add Order item custom field (bookers Name)
Save.
Close
7. Add Traveller Custom Fields (Cost Codes)
Close and move on or add the remaining cost centre fields.
Save. Close.
8. Add Fee’s
Please Note: no fees to be built to CTM clients, fees are applied in Protas apart from TOD which is set agency wide.
9. Accounts
Add Account – Account code – Descriptive name
Save
10. Units
Attach accounts-tick account and save
11. Insert Booking Queue - according to specific client requirements.
Save.
12. Users
Create Dummy profile Email address. - Evolvi.LightningUKI@{clientdomain}.com
Click single Sign on & set the password as CTMLightning18@ Save.
13. Fare reasons (check all) Save