To add extra information about the enquiry/booking, you can use the Additional details section under the Booking details tab. Please note this information cannot be added by the customer when making an online enquiry.
All information entered in this section will be displayed on the Function Sheet.
> Budget - if the customer has a specific budget they are working with you can make a record of the amount here i.e. £1000
> Approximate guests box is handy when the guest has not yet finalised the numbers
> ‘Booking for’ is useful if for example, a PA is making a booking on behalf of their boss/company or if a person is booking for a friend’s birthday.
> If working with any third parties, a reference number may be given as part of the enquiry. This can be written in the ‘Reference code’ box and is also searchable in the search box located in the main enquiries page
> Commission rate - here you can make a note of the commission rate for the third party
To see a video tutorial on Additional Details, please click here and watch from 01:49 - 03:06.