Vaccination Record Update

Vaccination Record Update

Adding and Editing Vaccination Records Using the Add Menu:

In the Clients, Bookings and Groups screens, you can add and edit vaccination information for each contact by clicking on the Add or Edit option in the menu bar, followed by “Vaccinations”. 

          

This will open a “Manage Vaccine Record” window. This window will allow you to add and edit vaccination records for each contact, including vaccination date, vaccine manufacturer and type, lot number, health care provider, etc. This window also allows you to upload a photo or document copy of the contacts vaccination record.



To add vaccinations for multiple contacts at once, after entering the information for the first contact, click on the downwards arrow beside "Save & Close", and instead click on "Save & New". This will allow you to select another contact and add their information instead of having to re-open the window between each contact.



Editing, Removing and Viewing Vaccination Records from the Vaccinations Tab:

In all three of the previously mentioned screens, you can edit, remove and view vaccination information within the Vaccinations tab by using the buttons to the right side of the vaccination record.



The vaccinations tab in the Groups Screen differs slightly from the vaccinations tab in the Booking and Client Screens. Within the Groups Screen, we have included a filtering section at the top of the tab to show how many passengers are vaccinated and how many are unvaccinated or have no vaccination record. You can also search for client names, invoice numbers, dates, vaccine manufacturers etc. to narrow down the results that show in this tab.



Advanced:

In the event that you need to add another vaccine manufacturer or vaccine type, you can do so by clicking on Tools in your menu bar, followed by List Maintenance. In the List Maintenance window, there is an option in the drop down box for Vaccine Manufacturer as well as Vaccine Types which can be added to by clicking on the plus button at the bottom of the window.




As always, if you have any questions about this or if it gives you any trouble, you can always contact a member of our friendly support team by sending an email to support@wincruise.com, by sending us a chat message from your WebCruise+ page, or by using the Capture Feedback button on your screen.

    • Related Articles

    • How to Record Individual Agent Payments

      We have added a new function that will allow you to enter agent payments to a booking in order to record payments from the agencies commission to the agent or agents on record. To begin, you will add the agent payment to the booking in question. ...
    • Vaccinations Quick Report

      We have added a new report type to our Quick Reports menu of the Reports Screen. The Vaccinations Quick Report can be used to gather information regarding bookings and the recorded vaccination information for the contacts within those bookings. To ...
    • New Second Deposit Date Functions

      Adding and Editing Second Deposit Date Within the Groups Screen: When a Second Deposit Date is added or changed for a group within the Groups Screen, that change will then update automatically for all of the existing individual invoices for that ...
    • How to Add a Payment in Webcruise+

      When a client is looking to pay for their services, adding a payment to the booking will allow you to keep track of client spend, balance due, and other metrics that you can report on in the system. In order to record a payment on an invoice, you ...
    • How to Link Client Referrals

      Linking client referrals in Webcruise+ is simple and only takes a few quick steps! First, you will need to navigate to the new client that you would like to mark as "Referred By". In the menu bar at the top of the screen, you will then click on ...