Travel agencies

Trip requests by phone

How the phone assistant takes trip requests from callers for your agency.

Open this in your dashboard →

If your agency takes trip requests, the phone assistant can take them from callers too.

Steps

  1. Set up your phone number (see "Get a phone number and turn on the assistant").
  2. Go to Booking form, choose Trip requests or Both, tick the kinds of trip you take, and click Save booking form.
  3. When someone calls about a trip, the assistant asks the same questions as your website form and files the request.
  4. Find it in Trip requests, marked "by phone", and follow up.

Good to know

  • The assistant tells callers that nothing is booked or charged yet and an agent will call them back.
  • It only takes the kinds of trip you've switched on. If a caller asks for something else, it tells them what you do take.
  • If you've chosen Appointments only, it won't take trip requests; it takes a message instead.
  • It uses the caller's number if they don't give another.

Still stuck? Open your dashboard and press Help: it can look at your account, and reach the Sotera team for you.