Save a client
Remember Mr and Mrs Patel: adults-only ships, balcony, Northern Europe. Watch these two sailings for them.The assistant only saves a client when you ask it to.
Pick up where you left off
Any updates for the Patels?It re-checks their watched sailings and flags price drops or availability changes, so you can call them with a reason.
Check an old quote
I quoted £1,899 on that Norway sailing last week. Is it still available at that price?
Delete a client
Forget the Patels.Everything saved about them is deleted. Use this whenever a client asks you to remove their details.
Save only what you need for the booking: a name and their cruise preferences. Don’t paste passport numbers, card details or other sensitive personal data into a chat.