Admin: How to create and use Meet & Greet
The Meet and Greet option will allow you to add in the details of the person or company who will be meeting your clients at their point of arrival. This document will show you how you can easily add in those details.
In this article
Firstly, you will need to locate the Admin tab on your Dashboard to get started.
Creating a Meet and Greet
Once in Admin, navigate to the 'Contacts and Services' tab to add your Meet and Greet.
Click on 'Create Meet and Greet' and a pop-up will appear for you to give the service a name. Once done, click 'Save'.
Once you have named and saved your Meet and Greet, it will take you to the menu where you can edit the content for it or create a new Meet and Greet.
To add Images and a Description, click on 'Edit Content' to update the service.
Enter the main description of your Meet and Greet service in the provided text box and add in as much information as you can in here.
Images must be hi-res and landscape. Tell a story with the pictures which should represent all aspects of your Meet and Greet.
- A picture says 1000 words – tell stories with your images
- Upload hi-res images (must be >500KB, preferably >3MB) – must be > 2MP
- Upload landscape images rather than portrait images – most screens are twice as wide as they are high
- Get into the destination (destination = wildlife, beach, mountains, city etc) – this is mostly why people travel. Show what is special about this place or person
To add additional photos click on 'Add New Picture' and insert all relevant picture descriptions. Be sure you have permission to use the images and confirm by ticking the 'I confirm that we have permission to use these images' field underneath the 'Save' icon.
All the Meet and Greets created can be managed in the in the 'Contacts and Services' tab in Admin.
Using a Meet and Greet in an Itinerary
On the Planner tab of the Itinerary Builder, navigate to the day in which the Meet and Greet is to be displayed. Once you have selected the day you will find the 'Meet and Greet' button towards the left-hand side of the screen.
When you click on 'Meet & Greet', you will then be able to select a service from the drop-down menu, based on the Meet and Greets you have already loaded in Admin and it will populate the name and description with the details loaded. In addition, the images will automatically pull through into the Itinerary.
Alternatively, you can enter the Meet and Greet details once off for this particular Itinerary by entering the name and description directly in the pop-up menu. The details manually entered will only be available for use in this Itinerary and cannot be saved and reused. In addition, if added in the Itinerary Builder itself, you do not have the ability to load images.
The contact details and time will need to be loaded either from the Contact list (also in Admin) or manually for this Itinerary. Once the details have been added, select 'Update Service' to save. Should you need to re-arrange the order of the Meet and Greet and your activities, you can drag and drop it into the correct place with the green arrows.
The Meet and Greet will then display on your Itinerary output and a pop-up window displaying the information entered will open when the service is clicked on.