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Consultant Training II: Booking Management

Categories: Consultant
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About Course

This course is designed for more advanced users in the Consultant role. You’ll learn how to manage both Pending and Active bookings efficiently, from review and approval to processing cancellations.

The course covers tracking booking details, ensuring a smooth client experience, and handling all aspects of the booking process professionally with eRoam.

What Will You Learn?

  • How to manage pending bookings efficiently, including how to view, retrieve, and requote bookings.
  • How to convert pending bookings into active bookings by finalising re-quoted prices.
  • How to access and manage all active bookings within the consultant dashboard.
  • How to navigate through the booking tabs, including History, Segments, Vouchers, and Payments.
  • How to handle cancellations and refunds for active bookings.
  • How to track payments and manage voucher uploads for both pending and active bookings.
  • How to update and maintain accurate booking details to ensure a smooth client experience.
  • How to manage changes in the itinerary, such as adding new segments and updating the route.
  • How to send finalised itineraries to clients and manage the overall booking lifecycle from pending to active.

Course Content

Managing Pending Bookings
In this lesson, you will learn how to manage a pending booking or quotation. This includes a refresher on how to create a pending booking, and how to view and requote the booking as a consultant.

  • Managing Pending Bookings
  • Managing Pending Bookings

Managing Active Bookings
In this lesson, you will learn how to effectively manage a booking once it’s been confirmed. This includes tracking booking history, managing segments, handling cancellations, issuing vouchers, and processing payments.

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