Save Filters for Default View of a Trip
Cruisen makes it easy for advisors to save specific filters for a trip, creating a customized default view that aligns perfectly with a client’s preferences. 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.
Benefits of Saving Filters
Personalized Client Experience: Tailor the trip to your client’s specific preferences, ensuring they only see cruises that match their interests.
Faster Decision-Making: By sharing curated options, you help clients focus on relevant cruises, making it easier for them to choose and move forward with a booking.
Streamlined Collaboration: Clients can adjust the filters themselves for a broader search if needed, while still having the curated options as a starting point.
Efficient Trip Planning: Save time by setting parameters upfront, reducing the need for back-and-forth communication.
How to Save Filters for a Default Trip View
Create the Trip:
Log into your Advisor Dashboard and click the "+" icon to create a new trip.
Enter the trip details, such as trip name, sailing from, sailing to and dates.
Apply Filters:
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 Filters:
Save the trip with the applied filters as the default view for that trip.
Invite the Client:
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.
What the Client Can Do
Clients can view the filtered cruises that match their preferences as a starting point.
If desired, they can adjust the filters to explore a broader range of options, providing flexibility while keeping the curated selections available.
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.
Saved filters are a simple yet powerful way to elevate the client experience while streamlining the trip-planning process!