Handle trip requests

Every trip request from your website or phone assistant lands in Trip requests.

Steps

1. Go to Trip requests. It opens on Open requests (New and In progress).
2. Read the request: what they want, the trip details they gave, and any note.
3. Contact the client using the phone number or email shown. Click their name to open their client profile.
4. Pick a new status (New, In progress, Booked or Closed) and click Update.
5. Use the filters at the top (Open, New, In progress, Booked, Closed, All) to find older requests.

Good to know

• Nothing in this list is booked or charged until you book it yourself.
• You get a notification and an email for each new request, like you do for bookings.
• Clients who gave an email get a confirmation that you have their request.
• Requests taken by the phone assistant say "by phone".
• Each requester is added to Clients, so their requests and appointments stay together.