Set Up Pleasant Holidays with Live Connect in ClientBase Plus

From the profile manager, retrieve the Pleasant Holidays vendor profile (or create if it is not indatabase). From the General Info tab, click Live Connect Providers. From here, click Add, thenselect Pleasant Holidays from the drop-down list. The vendor code is left blank. Click OK.From the General Info tab,click Live Connect Providers.From here, click Add, then selectPleasant Holidays fromthe drop-down list. The vendorcode is left blank. ClickOK.Step 4) Create a res card in ClientBase Plus, enter the Res Card Cycle and Trip Name, and adda reservation. Enter the Travel Category and select Pleasant Holidays as the vendor and then

click Live Connect.Enter Travel Type, PleasantHolidays as theVendor, and click LiveConnect.Step 5) Select Pleasant Holidays from the drop-down menu by Connect To (if not defaulted), andthen click Create New Reservations.Step 6) Select any customer information to use to book the Pleasant Holiday reservation. Thisdata is automatically passed to Pleasant Holidays and saves time during the booking process, as

less fields need to be completed manually. Click Connect.Click Connect afterselecting any customerinformation to pass to PleasantHolidays.Step 7) Although still in ClientBase Plus, you are now on-line at the booking site. Create thebooking and when the reservation is confirmed, click Import Reservation.You are still in ClientBasewhen you create thereservation. Click ImportReservation afterbooking is confirmed.All reservation data booked on-line is now located in the reservation fields in ClientBase Plus.Important Note: Although you can retrieve a reservation in Pleasant Holidays, you presentlycannot import (post) it into ClientBase Plus. Also, at least for now, you CANNOT update reservationsin ClientBase Plus, and cancellations have to be called in.