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How to create a historic booking

When an agent is working with a ConciergeTour/Activity, Other/Notes, or Insurance booking, AXUS will automatically pull historical matches of data previously created by the agent or other agents from the same organization

For example: when typing the first few letters of the "Tour Name" (Tour/ Activity) or "Title" (Other/Notes), a drop down will display any historical matches.

Historical matches will auto-populate the fields with information and image used in a previous booking.

Historical matches will productively build your agency's own "stored database" for tours, welcome messages, visa policies, terms and conditions, general or emergency contact details and surveys - the creativity of options is endless! 

 

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