What Data is Transferred from Enquiry to Booking?

Walkthrough Summary: Processing a Booking from an Enquiry

This document summarizes the key data elements that are transferred from an enquiry to a booking.

Key Data Transferred from Enquiry to Booking:

1. Source

   • Initially set on the enquiry.

   • Carries through as the contact source, though it may need to be manually confirmed during the booking process.

   • If an existing contact, then the contact source is used during the booking process.

2. Representative (Rep)

   • The rep who processes the booking is recorded, overriding the enquiry-assigned rep.

3. Tags and Attributes

   • Brand

   • Nature of stay

   • Booking tag (transferred successfully)

4. Guest Details

   • Number of guests by category (e.g., adults, children, infants)

   • Number of pets (e.g., dogs)

5. Stay Information

   • Property selected

   • Number of nights & Dates

   • Price set during the enquiry stage is carried forward.

6. Notes

   • Private internal notes are transferred from the enquiry to the booking.

   • Guest notes and housekeeper notes do not transfer, as they are not available at the enquiry stage.  

   • Notes and subject is not transferred to the booking

7. Pricing

   • Set price from the enquiry stage carries through to the booking.

Important Points to Remember:

• The travel rep recorded is based on who processes the booking, not who handled the initial enquiry.
• Comments successfully transfer into 'Private internal notes' visible when in the booking
• Manual confirmation of source details may be necessary during the booking process.
• All guest composition details and tags (like pets) were successfully transferred.

This process ensures key information is retained, but manual checks for source and note data are recommended for accuracy.