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How To Add A Contact to Client Booking Workflow

June 02, 20241 min read
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Adding Existing Contacts to Client Booking Workflow in Travel Pro Suite

  1. Introduction

    • Purpose: To demonstrate how to add an existing contact in Travel Pro Suite to the client booking workflow.

    • Scenario: Transitioning to Travel Pro Suite, using external payment systems, consolidating data.

  2. Benefits of Using Travel Pro Suite

    • Access to contact conversations, message history, and email history.

    • Transition smoothly into Travel Pro Suite's trip management and client booking workflow.

  3. Setting Up the Automation

    • Navigate to automations and define the trip through an automation template.

    • Duplicate the template and customize it for the specific contact import (e.g., Bali Import Test).

  4. Editing the Workflow

    • Define triggers and add custom tags for the contact.

    • Set criteria for the booking, including trip details, start date, end date, trip name, flights, client itinerary, payment, and confirmation number.

  5. Establishing Trip Requirements

    • Save the trigger and set the event for the trip to publish.

  6. Adding Contacts

    • Go to the contact record and add the specific tag (e.g., Bali Test Import) to move the contact through the workflow stages.

    • Refresh the screen to see the contact's progress in the booking workflow.

  7. Updating Multiple Contacts

    • Select multiple contacts and add the contact tag to update them simultaneously.

    • Monitor the progress as all contacts are added to the trip records.

  8. Additional Considerations

    • Can add all client information during the import process.

    • Future training sessions will cover scenarios like adding contacts to a waiting confirmation stage without confirmation numbers.

  9. Conclusion

    • Reach out for any questions or further assistance in adding contacts to the client booking workflow efficiently.

Download Guide: How To Add A Contact To Client Booking

Sundey Gardner | Online Travel Boss®

Sundey Gardner

Sundey Gardner | Online Travel Boss®

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