When you have the sea days and the crazy arrival and depart times, getting a cruise itinerary in ClientBase can be a hassle. For years I struggled with it by doing it manually.

Now, technology is your friend. If you can make an online booking (either via Live Connect) or on a supplier’s website, you can import it into ClientBase using Live Connect (most cruise suppliers).

For instance, I have some single parents sailing on the Ruby Princess this summer. I created a res card for myself (hoping to turn it into a group–or I would have used the inventory) for the sailing. I went to Polar Online, made the reservation without a payment and imported it into my personal client profile.

The import brought over the itinerary, the dining, the cabin assignment and more. Now for my clients that are sailing, I just copy it and paste it in their res card and voila! The itinerary is present!

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Related posts:

  1. Working With “Groups”
  2. Saving Your Butt With An Invoice Disclaimer
  3. New Res Cards EVERY Time
  4. Importing Tip
  5. Importing Stuff