Checklist after your clients are booked

Each booking requires the following tasks. Final payment reminders, final payment dates,  e tickets to be emailed, Bon Voyage Messages and Welcome Home. Ensure you ask for reviews and referrals within these task. Use the Task feature in our CRM to schedule these details

Travel protection should be a part of your emails while quoting your clients (some agents even include this in their signatures). Ensure you advise clients what's not refundable and the importance of insurance. Also ensure you remind them of the important of out of country medical prior to leaving the country.  Make it a part of your emails  when you send out tickets.

Every country has different entrance instructions and visa details for the country they are visiting.  Be sure to provide this information either after they have booked or with their e ticket emails. Sherpa has a great tool to provide you with the necessary details to send your clients

Each supplier has different timelines for the availability of their e-tickets; some provide them up to 30 days in, while others grant immediate access. Cruise suppliers will provide a number for clients to use during their pre-cruise registration, which needs to be completed at least 14 days before departure. Visa requirements have specific timelines that must be metprior to departure, and insurance must be purchased within 72 hours of the initial booking. Sending a follow-up email outlining these timelines and communication after booking will keep clients informed about when they can expect updates on the next steps of their trip.