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Maricela Prayther
OWNER OF BE HAPPY NOMAD TRAVEL
WEBSITE linktr . ee / behappynomadtravel
FACEBOOK facebook . com / BeHappyNomadTravel
“ I am often happiest when planning travel for a group , and a master spreadsheet is my ultimate BFF ! Whether I am working on a group of 50 or 1,000 guests , a well-designed spreadsheet can hold the key to a seamless workflow , data management , accounting calculations and effective collaboration . Since every group is different , having a good base template is crucial to hit the ground running and know that you are not missing a beat . Being effective in your data management can free up valuable time to work on all the fun , creative and personalized aspects that really make the difference for clients .”
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Christy Cason , ACC
OWNER OF CASON TRAVEL & TOURS AND GROUP SPECIALIST
WEBSITE casontravelandtours . com
INSTAGRAM instagram . com / casontravelandtours
“ My top tip is to utilize a group booking platform to process all bookings online and to engage your clients . You can interact with your clients for months leading up to the vacation with reminders , vacation tips and highlights to your program . I ’ m in the third year of producing MoBay FunFest , a Boutique Music & Wellness Festival in Jamaica . I love groups !”
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Mary Jane Manole
LUXURY TRAVEL SPECIALIST AT THE LUXX TRAVEL
WEBSITE victorandmj . com
YOUTUBE youtube . com /@ VictorandMJ
“ My favorite tool to organize is Travefy ’ s CRM . I manage my client details and trip tasks using its forms and task flows . When creating a group trip , the tagging feature lets me tag people for specific events they are part of . When I send a group their itinerary , each will receive a personalized version of their trip based on their specific events . The tags can be private , or if it ’ s a small group , it can be set up so everyone can see what other people ’ s tagged events are . Another cool feature I use is having a master itinerary . Then I can easily make a copy for each person or couple in the itinerary and customize it based on the events they are part of .”
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Kim Goldstein
PRESIDENT OF JOURNEYS INC .
WEBSITE journeystravelinc . com
FACEBOOK facebook . com / journeystravelinc
“ When booking a group , it ’ s essential that you have a defined process for managing the group . It ’ s best to have a set of tasks that needs to be completed throughout the life of the group including room release dates , payment dates and any critical dates within the contract , etc . It ’ s essential that you fully understand the terms of the contract , so you don ’ t make a mistake that can cost you thousands of dollars . If in doubt , ask your supplier where you booked the group to review the contract terms with you . This should be a standard list that can be used for any group that you have . Keeping these in your CRM is great so they ’ re easy to access and use . Our agency uses reminder groups in VacationCRM to ensure that we don ’ t miss a task that needs to be done , and these get applied to every new group that we have .”
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