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Invite Clients to Trips via SMS Text or In-App

Inviting others to join a trip is a powerful way to grow your client base, book more cabins and increase your income.

Michael Catlow avatar
Written by Michael Catlow
Updated over a week ago

With Cruisen’s intuitive platform, you can easily manage all travelers, payments, and bookings in one centralized place, simplifying coordination for everyone involved.

Instructions to Invite Clients Via Text

  • In the trip workspace, make sure a room is created.

  • In that particular room, click "Add guest".

  • Add guest name, age and phone number and click "Add".

  • This will send an SMS text to your clients inviting them to the trip.

  • Client receives an SMS text invite to the trip.

  • Your clients can now view any cruise details you share, communicate with you, receive and approve quotes all via SMS text.

  • Clients SMS text messages will come back to you in your Cruisen Navigator.

  • You as an advisor can manage the entire trip in your Cruisen dashboard while your clients are operating via SMS text.

Instructions to Invite With Trip Link

  • Click “Trip Invitation” in the trip workspace.

  • Click "Copy Link" and share the trip link via text, direct message, email or any other preferred method.

  • Guide your clients to click the link, download the Cruisen app, join the trip and set up their profile by entering their name, phone number, email, profile picture and clients can even their payment information.

Clients Can Invite Others to the Trip

  • Clients can easily share their trip with friends, family and contacts who may want to join the trip by clicking the share icon and sending the trip invite to their contacts.

Pro Tip

Once invitees join, their details will appear in the trip workspace keeping all discussions, cruise options, and updates will be centralized in one place, saving you both time.

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