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Simplify your day-to-day, and client expectations without blowing all your precious time.
for Tasks, could you automatically add the client or trip name to it, so when it shows up in gmail we can see which task the client is for.
I want to be able to export client profiles/preferences. For example I want to share a client “resume” with a hotel prior to a client stay
1. to be able to put the Tasks in chronological order. 2. to be able to assign other team members tasks.
Be able to custom reminders that you can direct it for any advisor into the agency, with a deadline to execute the task.
I would love to be able to put the payment in Euro if the booking total is in Euro.
I would love to be able to save my clients credit card information on their file so I can access it to make payments for them when needed.