#3 Creating a Client Request

 SafariOffice Requests

It's important to know that before you can continue to create a quote you need a request first. Once you've signed into your account, you'll see the new requests within the request inbox.

These may stem from Safari bookings and will have automatically come through to your Safari office account with all of the details filled out.

Another way to get requests into SafariOffice automatically is through the use of the Share Tours Add-on. See more about this feature in the article below.

However, for any other source of request. Be it, email, social media, or even word of mouth, you'll need to add these requests manually. To do so, click on the button, add new request. In the left side menu.

Creating a Request Manually

Client Information

After clicking ‘Add new Request’

1. You can now fill in all of the client details in the ‘client information’ form fields.

   

   The only mandatory fields are email and last name. However, the more detail you add here, the better the final quote will look.

2. It is also really important to fill in the ‘Lead Source’ field. This is essentially the way you received the request. Was it through your email campaign or possibly via your website? This way you can track which advertising strategy is the most successful.

Additionally, if you get client details later on you'll still be able to edit the request and add them in. Simply click the the small green text ‘Edit’ close to any field you want to change.

Tour details

Now in step two, under tour details have two options.

1. You can either fill in the information manually

2. Or make use of a template.
   

1. After this you can fill in a fixed date or flexible period (if your client hasn’t selected a fixed date of travel).
   

   

2. Thereafter you can fill in the travelers. Specify them by age group especially if you charge different rates for adults/children/pensioners etc.

3. In the standard room settings, you can fill in the room type which will be applied to every day of the tour. You can change this on a per day basis in the next step

4. In the final section ‘Notes’, put down any questions or remarks from the client that will need to be addressed later.

The request is now complete.

Click below to navigate to the next part of the onboarding series :