How To Add A Client To Client Booking Workflow Before Supplier Confirmation

Introduction

• Reminder about getting a client into the booking workflow.

• Scenario: Already done work outside TravelPro Suite, need to get client into booking workflow without confirmation yet.

Starting Point in Workflow

• Begin in the phase where confirmation is not yet obtained.

• Access the "Trips" menu to initiate the process.

Adding Client to Workflow

• Two ways to start:

  • Click on "Add Opportunity" if client information is already available.

  • Start by requesting a traveler profile to collect detailed client information.

Requesting Traveler Profile

• Access the "Contacts" section to find and select the client.

• Send an email requesting the client to complete/update their traveler profile.

• Use the email template "100.2 current version" for this purpose.

Sending the Email

• Select the email template and update the action.

• Send the email to the client for them to complete their traveler profile.

Client's Action

• Client receives the email and clicks on it to fill out their traveler profile.

• Client fills out the profile and submits it.

Workflow Progress

• Once the client submits the profile, a new trip record is created.

• The trip record will show up in the system, indicating the client's progress in the workflow.

Completion and Confirmation

• The trip record will move to the "Awaiting Booking Confirmation" stage.

• Both you and the client will receive emails confirming the completion of the traveler profile and the next steps in the workflow.

Conclusion

• Getting a client into the booking workflow is achieved by having them complete a traveler profile.

• Any questions can be directed for further clarification.