Hi Guys,
Each month I send out an email asking you all to check your file for the following month.
This check should be the following:
• Are ALL of the client details correct on the file? Name, Address, Email, Tel No.
• Are all suppliers accounted for on the file? If not, ADD it or let us know. This info is under the SUPPLIERS tab. Compare this list to what you booked.
• Is the TRAVEL DATE correct? If client is cancelled, or postponed, please amend the highlighted area shown above. .
• Has the client postponed or Cancelled? Only clients who are travelling, should be showing BOOKED. Amended dates should be toggled to POSTPONED. Cancelled should be CANCELLED.
If you are unsure how to amend the Date of Travel, please raise a ticket and we will guide you through it.
As booking numbers are increasing every day, we don’t have enough hours in the day for us to check every single file on a daily basis, so we would appreciate your help with this.
This also causes issue when it comes to me sending commission payments. If the travel date is showing for the current Month/Year I will assume its OK to pay, but if the travel date has changed, but not updated on PTS file this causes issues. This has happened to 2 agents this month.
Lets all work together, and make things easier, so that during Peaks we are all working smoothly.
Alistair
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