Client Portal
under review
T
Taupe Coral
Definitely want to be able to send the client pre-filled info that they can update or add to it.
C
Coral reef Silverfish
Chiming in on this.
It's frustrating to ask the client to fill out all their details AGAIN, when all I need them to do is update their passport info, or a frequent flyer number.
It's awesome that they can see their past & present trips (hooray!), but clicking on the tiny profile icon (could we make that more prominent for clients?) should give them access to a portal where they could also update their profile (logically, another option in the left nav).
David Shull
Merged in a post:
Pre-filled Contact Information Forms for Clients
D
Daffodil Silverfish
I would like to have the ability to send contact information forms to clients that are pre-filled with their existing information. This way, clients can easily review and update their details without having to re-enter everything from scratch. It would streamline the process and ensure accuracy in the information we collect.
P
Plain Puma
I need the ability for the lead client to verify everyone on the reservation’s info; provide form of payment; agree to our terms; agree that they’ve read the confirmation and everything is correct; that they’ve read the terms and conditions of the supplier; agree that they are declining insurance at deposit; and provide me with information about their trip. If this is in a "portal form" then yes that would be great.
Canny AI
Merged in a post:
Client profile update form - previously filled out details shown to traveler
R
Rose quartz Bee
On the client profile update form, it should pull details already listed in client profiles so they don't have to fill out again. For example, if I have a repeat client and I send a profile update form, but I already have their Delta Skymiles and seat selections, the client should see that line item greyed out so they know they dont need to add it again.
N
Neon carrot Lemur
Bumping this
Canny AI
Merged in a post:
Ability for Clients to Access/Update Their Contact Profile
S
Skilled Lion
I cannot find a way to have a client update their contact profile without filling out the form again. Especially if they have an account, they should be able to access and update their profile with a new address, email, phone number, passport info, etc. without filling out the entire form again.
U
Ube Bear
This is so very much needed
P
Proud Falcon
This is similar to this request.
P
Proud Falcon
Having the ability to sign off on their "portal" information during the booking process is a key step I am missing in my workflow.
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