How to Convert an Inquiry into a Booking
Learning Objectives
This article will teach you...
- When to convert an Inquiry into a Booking
- How to convert an Inquiry on create and on save
Standard Use Case
A customer, Mick Jagger, has called about hosting his auto dealership's annual meeting. Since the hotel group operates multiple properties, Mick is on the phone with Sam from the central sales office, who creates an Inquiry first.
Great news, this inquiry actually turns out to be a good piece of business, and the customer is asking for a proposal! The better news is that Sam already created an inquiry with the basic information so you won’t have to create a brand new booking. Sam will be able to ‘convert’ the inquiry to a booking at the press of a button!
Converting an Inquiry into a Booking
It’s important to check the guest room availability and the function diary to ensure the space is still available before confirming it to your customer.
There are a few ways to convert an Inquiry into a Booking:
- 'Convert Requested Properties on save' checkbox on a New Inquiry - which if any properties are added on the 'Requested Properties' section, users can decide to convert or not on save
- Convert on a saved inquiry:
- Quick-Convert - this will be the default page when you convert an inquiry, it will show all available properties.
- Enhanced-Convert - there will be a toggle available on the Quick-Convert called 'Find ideal properties' which users can turn on to filter out the most appropriate properties within the preferences
If you have the status as 'Lost' you will not be able to convert the inquiry into a booking. However you can adjust the status manually.
Ways to convert an inquiry
For specific instructions, please refer to Thynk University! 👩🏻🎓
When converted, the status on the Inquiry will change to ‘Convert’ meaning it has now converted into a booking.
When to convert an Inquiry into a Booking
The specific procedure on when to convert an Inquiry to a Booking will vary based on your company's SOPs. The general timeframe we typically follow as a standard practice is when the client would like a proposal sent. However, it's crucial to verify your company's policies for any deviations.
Best Practices for Converting Inquiries
- Start by checking with your Director of Sales, as your hotel may have strict policies on when to convert Inquiries.
- When you are converting an inquiry to a booking, make sure to follow your SOPs on qualifying accounts etc.
Resources
Related Articles
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