When you finally deposit a trip, you want to be sure to keep your client updated. You may need to remind them about obtaining a Passport, you may want to send them a destination report, and you may also want to remind yourself about some internal tasks such as checking to make sure the documents are being sent.
Fortunately, ClientBase makes it very easy for you.
GLOBAL UTILITIES–>BATCH REMINDER SETTINGS–>ADD
Give this batch of reminders a name and a description and then click ADD
Please look at the pull down menu for the DEFAULT DATE USING. You can create this reminder based on today’s date, the res card create dat, the trip start date or the return date.
You can also select an individual to handlethe reminder–maybe there is a support person that creates destination guides or sends welcome home letters.
Once you create the reminder, click OK and save it.
Now you are back to the first screen and you can create another reminder. The last one inquired about if they were serious about the trip. We don’t give up on the first chance, so let’s create another reminder to send them an email 7 days after we created the res card along with a destination article about their possible destination. Follow the same steps as above.
And finally, let’s have one more follow up phone call at 14 days before giving up. And lastly, let’s create a reminder (at 21 days) to change their Res Card status from LEAD to DROPPED FROM CONSIDERATION or CANCELED.
OK, now you have created a batched reminder and with a single click, you can create not one, but ALL of the reminders listed above. With each reminder, you can make it ALWAYS or OPTIONAL and that will be selected when you actually make the reminders in a reservation.
The next post will show you how to use them in the reservation.
