Can I take a booking over the phone and enter it myself for a customer who does not want to book online?
General QuestionsCan I take a booking over the phone and enter it myself for a customer who does not want to book online?
Can I take a booking over the phone and enter it myself for a customer who does not want to book online?
Yes, you can. Most travel businesses still take a good share of their work by phone or walk in, and the software is built with that in mind. Alongside the customer facing portal there is an agent side where you and your staff log in, run the same search, pick the flight or the hotel and complete the booking on the customer's behalf while you have them on the line. The customer never has to touch a screen, and the booking lands in the same list as the online ones so all your records sit in one place.
There is usually also a way to record a booking you arranged completely outside the system, for example a room you held directly with a hotel you contract with yourself, or a supplier that is not connected to your portal. You type in the traveller names, the dates, what you paid and what you are charging, and the system keeps it as a booking so it appears in your reports and you can send an invoice and a voucher with your own branding from the same screen.
It helps to know the difference between the two. A booking made through a connected supplier is live, so the cancellation terms, the ticket details and any change messages come back to you automatically. A booking you typed in by hand is only a record, so if the hotel moves the room or the supplier changes something, you will hear it from them directly and you will need to update the entry yourself. Whether manual entry is available to you can also depend on your plan, so it is worth confirming.
If this matters to how you work, ask us to show you the agent booking screen and tell us which of your suppliers you book direct, and we can confirm what will be live and what you would keep by hand.
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