Client Profiles
S
Shiny Sloth
It would be wonderful for clients in their accounts to be able to edit their profiles that we see for things such as preferences (seat preference, hotel preference, etc.).
Should also add more preference options such as favorite destinations, destinations they don't like, home airport, bedding configuration (king, 2 twins, queen, etc.), preferred vendors (IHG, Royal Caribbean, Southwest, Marriott, etc.), etc.
A
Absolute Pelican
Love this idea!
E
Eventual Locust
GREAT idea!
Q
Qualified Wildebeest
Yes! I had this in my previous CRM and miss it!
P
Permanent Orangutan
1 Million times this.
W
Wineberry Macaw
Very much needed to save us time!
V
Vervain Lungfish
Yes, we need this. At one point, I wanted to send them a form with their information, and they would just make changes as needed. But we can't do that from our CRM. My clients travel with me one to two times a year and update things like address, email, and family members' names, which is a challenge for us. We need and update form to send to our previous clients.
B
Brave Shrew
I'd love to see emergency contact phone number, email and relationship.
I
Imperial red Koala
I love this idea. In addition to them being able to edit their profiles, I would appreciate it if the client had a way to reconfirm their TSA info ie Names and dates of birth of each person on their itinerary for approval/reconfirmation. I ask my clients to reconfirm that their names and dates of birth are accurate on their proposal, but they either can't find this information easily or it is not available for them to view.
L
Lengthy Boa
The self edit has been requested a few times. Make sure to find those and up-vote them, too.