Manage and Sync Booking Info on Findtourgo: A Complete Guide

After a successful consultation, the next important task is recording the reservation. Instead of using manual spreadsheets which are prone to errors, the feature to manage and sync booking info on Findtourgo helps you store the exact transaction history of each client.

This article will guide you through the process of creating a new Booking on the CRM and synchronizing it to a specific customer profile.

Why Manage Booking Info on CRM?

Digitizing the process to manage and sync booking info on Findtourgo brings convenience and professionalism to your agency:

• Data Synchronization: Bookings are linked directly to the customer profile, making it easy to review their history.
• Status Tracking: Know clearly which bookings are pending or completed to provide timely support .
• Automation: Data from the booking will be synchronized and used to export invoices quickly.

Process to Create and Sync a New Booking

To ensure accuracy, you should perform the booking creation directly within the customer’s profile.

Step 1: Access Customer Profile

First, navigate to the Customer section on the left sidebar menu. Here, search for and click on the name of the client you just closed the deal with.

Step 2: Create Order

Inside the customer’s detailed interface, you will see the Order History section. To record the new transaction, click the orange “Create Order” button .

This action helps assign the order directly to the customer profile, making information management more centralized.

Step 3: Fill in Booking Details

A form will appear. At this point, you need to enter the exact service details that the customer has booked:

• Tour: Select the correct tour product from the system list.
• Departure Date: Choose the day the customer starts the tour.
• Total Amount: Enter the total value of the booking.
• Status: Select the appropriate status, such as Draft or Pending (Awaiting processing).

After entering enough information, click “Save” to complete the process.

Track Your Booking List

Once created, you can check all reservations in the Order section on the main menu.

The interface to manage and sync booking info on Findtourgo will display a visual list including: Booking Code (Order code), Customer Name, Tour Name, and Current Status .

Using the feature to manage and sync booking info on Findtourgo helps you strictly control every transaction. You will no longer worry about missing orders or forgetting a customer’s departure schedule.

👉 Next Step: After having a booking, you need to send a payment request. View the guide: