Please add a booking status of self booked.
C
Colourful Thrush
Please add a booking status of self booked. Often clients ask us to upload their dinner reservations, flights, ect. It would be awesome if we didn't have to go into each of these activities, which can be several per trip, and make sure it doesn't show up as a booking. If we could select a status that would automatically put these activities into a non commissionable, self-booked status and keep it off of our list of payments due and bookings.
Autopilot
Merged in a post:
Allow clients to direct-add (self-booked) trip components
B
Brief Chinchilla
Clients should have the ability to self-add trip components, especially for last-minute things that they may book on their own, including:
- Restaurant reservations
- Independently-purchased air
- Activities
- Add notes / reminders or upload their own documents
G
Gleaming Iguana
As a work around I create a new package called Booked on Own and move those items into the package..
L
Lengthy Boa
I add these for them. If they can get in and edit, I worry about clients seriously messing things up and, if I notice, me having to go in and fix it all. Ugh.
M
Mint Narwhal
I have a client that self booked some things with a sports group and I add them for them. I also put in the title of the item Self Booked at the end
N
Nutmeg Cricket
If this was added, it would need to clearly state added by client. And, the client shouldn’t be able to edit anything the advisor has in the trip.
B
Brief Chinchilla
Nutmeg Cricket Totally agree that these would need to be clearly marked as client self-managed/booked!