How to get Reminders to Chase Customers for Signed Contracts, Decision Due Dates, etc.

Learning Objectives

At the end of this lesson you will know … 

1. The two ways of getting reminders

2. How automatic reminders can be set up during the initial configuration 

Getting Reminders

In other lessons you will learn how to create new bookings, edit them, how to even edit packages and BEOs.  Now you want to remind yourself to call your customers when you receive an inquiry, or chase them for a decision if they have asked for a proposal or contract. 

There are two ways of getting booking related reminders: creating your own manual task, or using automated tasks. 

For specific instructions, please refer to the lesson https://learn.thynk.cloud/courses/take/activities/texts/49481518-how-can-i-get-reminders-to-chase-customers-for-signed-contracts-decision-due-dates-etc in Thynk University! 👩🏻‍🎓 Make sure that you have signed into the University from Thynk before clicking on the lesson link. 

Best Practices for Setting Reminders to Chase Customers

• If you are not set up to have automatic traces, and when you are creating them manually, we recommend you use the ‘Subject’ line in the new task to summarize what your task is. Examples: ‘Call to follow up on Proposal’, ‘Call for decision due’, ‘Call for Rooming List’. 

• If automated tasks are not set up, and you think there is a need for this, please contact your Thynk administrator.

• Remember to always mark all activities ‘complete’ when you have acted on them, otherwise they will appear as ‘overdue’.

Important: When a booking is lost or cancelled, any booking related future tasks can be set up to cancel automatically, so you don't have to do this manually. Please contact your Thynk Admin as there is a field called 'Task Auto Cancel Status' they will need to adjust with the help of Thynk Support.

Resources

1. How to track sales activities and future calls etc? - Knowledge Base article

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