I have found that the generic settings in the RESERVATIONS CYCLE are not enough. I always seemto have clients that have put a check in the mail, or are waiting to get paid to make a deposit. They are committed to a trip but there is no money on the deal just yet.
Of course, I am still working my leads and sending them out reminders of why I am so great and how this trip is the best for them. But I don’t want to send this message to the clients who are already committed.
The solution is to create an additional reservation cycle choioce called COMMITTED NO DEPOSIT. That way I can query up these dawdlers and send them gentle reminders–and not a sales pitch!
In any reservation card, click on the blue RESERVATION CYCLE label and then click ADD. Type in the new cycle and then click OK and then OK again. Now you have a new choice in your pulldown menu.
Other ideas:
- WAITLIST if you do a lot of groups
- DROPPED FROM CONSIDERATION it is nice to track what clients do this and are your “chain pullers”
- UNDER DEPOSIT
(To be honest, I forget the default ones, but I know you can add a bunch more to make your reporting a lot more meaningful.)
Did this site help you out? You can always buy us a beer!