Re-selling pre-booked or cancelled accommodations
PURPOSE AND SCOPE
This procedure details the steps to utilize an existing, confirmed room (from a pre-booking or cancelled tour) in a new client itinerary, ensuring accurate tracking in the Key Travel Builder (KTB), Ezus, and Hubspot (HS).
PROCEDURE
Phase 1: Allocation and Quotation (Sales/Itinerary Builder)
- Identify Available Room: Locate the unconfirmed/cancelled room that is available for re-allocation.
- Update Itinerary (Ezus): Add the room to the new client's itinerary in Ezus.
- Add PRE-BOOKED Note (Ezus): Immediately add a note in the accommodation section of the Ezus itinerary stating: [PRE-BOOKED ROOM] or [CANCELLED TOUR RE-ALLOCATION with the name of the original client].
- Send Quote to Client: Deliver the itinerary/quote to the client.
- Deal Moves to 'WON - Deposit Pending' (Hubspot): KTB immediately updates the status of the specific room to ‘Sent in Quote’ in the applicable Available for Resell doc (linked Below)
Phase 2: Confirmation and Finalization (Reservations Specialist)
- Initiate Confirmation: The Reservations Specialist receives the deal from Won rotation
- Contact Supplier for Name Change: Contact the supplier of the pre-booked room to confirm the name change and transfer the booking to the new client's name.
- Update Available to Resell doc to Re-Sold: Once the supplier confirms the successful name change and re-sale, update the note in the document to: Re-Sold.
LINKED DOCUMENTS
Patagonia Available to Resell - Patagonia Available Bookings
TMB Available to Resell - TMB Available Bookings