Getting started & administration
Going live
1. Import your existing future bookings
Bookings you already have are imported from a spreadsheet saved as CSV. Use the template at docs/pilot/import-template.csv in the Riverdesk repository; the Riverdesk team will send it to you.
One row per cabin. Rows that belong to one booking share the same external_ref (your current booking number).
| Column | Meaning | Example |
|---|---|---|
external_ref |
Your booking number | OLD-1002 |
channel_code |
Blank for a direct booking, or the agency's code | nilecrz |
vessel_code, itinerary |
As shown on the Schedule screen | NILEDEMO, LXR-7 |
embark_date |
Year-month-day | 2026-12-07 |
market |
international or egyptian_resident |
international |
category_code, adults, child_ages |
The cabin, the adults and children's ages separated by ; |
SUP, 2, 4;8 |
guests |
Names in this cabin separated by | |
Lukas Weber|Anna Weber |
nationality |
Two letters | DE |
expected_total |
The total you agreed, to check against today's rates | 4876.00 |
paid_amount, paid_reference |
Money already received, recorded as one payment | 1200.00, TT 7781 |
How the import behaves:
- Every booking is made exactly like a booking in the office, so it takes real cabins.
- A dry run first prices everything and books nothing. It shows what would happen.
- Problems are reported, never forced: a date with no sailing, an unknown category, no room left. You fix them by hand.
- If your agreed total differs from today's rates, the booking is made at today's rates and the difference is reported, so you can adjust it.
- Running the same file again is safe: bookings already imported are skipped.
2. The go-live checklist
Before the first real booking, the Riverdesk team goes through this with you:
- Passwords and keys used during setup are replaced.
- Two-step sign-in is set up for every owner and finance person.
- People and roles are reviewed: no shared logins.
- Backups are verified, including restoring to a chosen minute ("point-in-time recovery").
- Alerts reach the office when something needs attention.
- The nightly outage pack arrives in your operations inbox.
- Documents print correctly in Arabic and English.
- Online platforms (such as nilecrz) have tested their connection on a test company.
- The import has been checked with your reservations manager.
- Staff have each taken a phone booking, answered a request, recorded a payment and printed a voucher.
- The Pilot dashboard shows all checks passing and no oversells.