Records and systems.
WHAT TO RECORD FOR EVERY BOOKING
Client details and contacts Travel document details What was booked, with every reference Supplier confirmations Payments received and made What was quoted and agreed Special requirements Communications of significance
WHY SUPPLIER CONFIRMATIONS SPECIFICALLY
They are the evidence that the booking exists.
WHAT TO ESTABLISH
That no booking is considered made without written confirmation.
WHAT TO RECONCILE
Payments received against supplier payments due.
WHY
It reveals whether money held matches obligations.
WHAT TO TRACK
Bookings by departure date Balances due from clients Payments due to suppliers Deposits held for future travel
WHY BY DEPARTURE DATE
It shows what must be confirmed and paid, and when.
WHAT TO ESTABLISH
A calendar of supplier payment deadlines.
WHY
Missing them cancels client bookings.
WHAT SYSTEM TO USE
Whatever records bookings reliably and can be searched.
WHAT TO ESTABLISH ABOUT DATA
That client information, including document details, is held securely.
WHY
Travel documents enable impersonation.
WHAT TO RESTRICT
Access to that information.
WHAT TO BACK UP
Everything.
WHY
Losing booking records mid-season is catastrophic.
WHAT TO RETAIN
Records, for the applicable period.
WHAT TO REVIEW
Whether confirmations exist for every forward booking.
