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Collaboration Section

You have the ability to add COLLABORATION NOTES to several booking types: Air, Hotel, Concierge, Transportation, Tour/Activity, and Other/Notes.

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This is a shared field between Axus users.

If someone is added as collaborator to a specific itinerary, they will see these notes.

 

You'll find this feature at the BOOKING LEVEL.

(Go to the bottom of the specific booking box.)

 

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You'll also find this feature at the EDIT ITINERARY level.

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This is a similar concept to the INTERNAL NOTES feature, however, when you use Internal Notes, only advisors/colleagues within your Axus organization can see your notes.

When you utilize COLLABORATION NOTES, any collaborator can see them, even if they are in a different organization.

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After you add content inside the field, once you're In the BOOKING SECTION, you'll see a CLIPBOARD ICON. This shows that the booking has a Collaboration note. 

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This field can be used as a conversation board. Axus users, vendors and advisors, can leave notes for each other.

 

Here are some examples of how you can use this field:

  • If you are a vendor, leave comments about the confirmation status of a specific service.
  • If you are a travel advisor, ask a vendor a question on a specific service. 
  • In the EDIT ITINERARY SECTION, go to Collaboration Notes and request changes you would like to see in the itinerary.
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