Are you using the COPY feature for your res cards? Do you have a destination wedding? Maybe you have a small group? Or are you finding that you sell a lot of a particular product?
Why not save some time using the COPY feature?
Create a Reservation Card in your own profile. Take your time and make it as detailed as you like–bullet points for the inclusions at the resort, addresses at the resort, ports of call etc. You can leave out your pricing and dates for now.
Now when a clioent is interested in that trip (or one that is similar) pull up your profile and from the RES CARD summary, highlight the Res Card and click COPY. Switch over to the client profile and then in the Res Card summary click PASTE and all of your information will transfer over. Just fill in the missing pieces.
We use this for all of our Sandals and Beaches bookings. We have detailed info for each property including the name of the GM and his extension for when they are on property. We also use it for destination weddings or groups. All we do is modify the pricing and a few fields and all the tedious info is left to automation!
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