Whether your client is interested in a specific port, sailing date, ship, or other criteria, you can tailor the trip to their needs, simplifying the decision-making process.
Instructions on SavING Filters for Trip Default View
In your Advisor Dashboard click the "+" icon to create a new trip.
Enter the trip details, such as trip name, sailing from, sailing to and dates.
Use filters to narrow the search by:
Date: Choose preferred sailing dates.
Price: Set a range of pricing.
Duration: Select from a range of durations.
Cruise Lines: Filter by specific cruise lines or leave open.
Port: Select specific sailing from/to locations.
Ship: Focus on specific ships your client is interested in.
Other Criteria: Use the filters to match your criteria.
Save the trip with the applied filters as the default view for that trip.
Share the trip link with your client, inviting them to collaborate.
When the client joins, their default view will reflect the filters you’ve set.
If desired, clients can adjust the filters to explore more cruise options.
Pro Tip
By saving filters and sharing curated cruise options, you not only provide a personalized experience but also help clients make faster decisions. This approach increases the likelihood of them moving quickly to finalize their booking, enhancing their satisfaction and your efficiency as an advisor.