Reservations

1. Website / Plan My Safari
2. Inquiry
3. Reservations
4. Itinerary V1
5. Client Review
6. Amendment
7. Itinerary V2
8. Quotation
9. Acceptance
10. Booking
11. Accounts + Operations

Reservations carries the traveller from first enquiry through to a confirmed booking, then hands clean commercial truth to Accounts and Operations.

1. 01Own every inquiry — no enquiry lives only in WhatsApp, email or memory.
2. 02Set an owner and a next action on every active enquiry.
3. 03Qualify client requirements, dates, party and expectations.
4. 04Build and version the itinerary — V1, client review, amendment, V2.
5. 05Control the quotation and the client review cycle.
6. 06Convert acceptance into a confirmed booking.
7. 07Hand off correctly to Accounts and Operations.

TRAINING / CASE STUDY — NOT PRODUCTION KPI

Case

ATZ-CS-2026-001

Booking

ATZ-2026-000001

Client

Mr & Mrs Anderson

Dates

10–21 June 2027

Duration

12 days

Guests

2 adults

Read-only demonstration case. The Anderson record is never mutated during training.

• Start from the Reservations dashboard and read the current pipeline.
• Clear overdue follow-ups first — every active enquiry needs a next action.
• Record new enquiries the moment they arrive.
• Move enquiries to their true stage; keep notes clear enough for another person to act on.
• Advance itineraries through V1, client review and V2.
• Keep quotations accurate against dates, party size and availability.
• Convert acceptance into a booking and prepare the commercial handoff.
• End the day with every active enquiry owned and dated.