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