Flags

Replies to This Discussion

Permalink Reply by Alex Bainbridge on July 12, 2009 at 8:50am

Hi Hasmik

What you could do (today) is setup an issue flag for final check not complete - and as long as you haven't ticked that the booking has had its final check TourCMS will email you.

I will add your name though to a development that we are doing to send automated emails before travel - e.g. a week before - listing who will be coming in the next few weeks. That is the long term solution [I have opened a helpdesk ticket to discuss that further]

Thanks

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Permalink Reply by Dan Eldridge on July 12, 2009 at 7:18pm

Hi Alex,

While we're talking about flags we had a question about the flag for when bookings are unpaid x days prior to start date. Our tours are all pay on arrival so we currently have set to flag tours unpaid 1 day before booking start date. It would be great if we can set it to flag bookings unpaid 0 days before booking start date or -1 days e.g. the day after? Would this be easy enough to implement?

Cheers,
Dan

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Permalink Reply by Alex Bainbridge on July 12, 2009 at 8:12pm

HI Dan
We could do this. But first, let me understand what you are going to do with this email that TourCMS would send you.

Many of the "off the shelf" reports have the outstanding balance information - to enable to you collect money on the day - if required.

So if you were informed on the day (which may or may not be noticed by whoever is running the tour) - how would you use that information?

Could do it, just need to understand it a little more before we give a green light to doing it!

Cheers. Alex

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Permalink Reply by Dan Eldridge on July 12, 2009 at 10:26pm

Hey Alex,

We probably we wouldn't get the system to send us an email but instead we would use the flag as a visual reminder as part of our end of day procedure. This way at the end of the day we can check the flags before we close to make sure everyone has paid.

Cheers,
Dan

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Permalink Reply by Alex Bainbridge on July 13, 2009 at 4:54pm

Hi Dan
To be frank, we are not that keen on this suggestion. Occassionally we have a delay in the flag system meaning that they are created the day after they are meant to be (we REALLY try to not have this happen, but it does happen once every so often). Normally a 1 day delay is not critical - however how you are suggesting they are used it could be.

Instead, could we propose that you use the arrivals report (from the reports section). That has a column for outstanding balances (if any) and would be operationally better than relying on flags

Is that OK?

Thanks. Alex

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Permalink Reply by Dan Eldridge on July 13, 2009 at 6:10pm

Hi Alex,

This change is something we can live without and as you said there are other ways we can check on the status of payments. The arrivals report looks like it will work and the Sales Ledger will also help us.

Thanks for having a look at it for us.

Cheers,
Dan

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