Holiday Booking Module - Perfex CRM

Developing a booking module for tours within Prefex CRM involves tailoring the system to accommodate the specific requirements of tour booking and management.

Here's we have approached few steps of the development of such a module:

• Requirements Gathering : Begin by understanding the requirements of tour booking within Prefex CRM. This includes identifying the types of tours offered, tour availability, pricing structures, customer information needed for bookings, and any special requirements for tour management.
• Tour Management System : Develop a backend system for managing tours within the CRM. This system should allow administrators to create, update, and delete tour listings, specify tour details (such as description, itinerary, duration, and capacity), and set availability for each tour.
• Booking Functionality : Implement booking functionality that allows customers to view available tours, select desired dates and options, and make bookings directly within the CRM. This includes developing user-friendly booking forms and interfaces for customers to input their booking details.
• Availability Management : Ensure that the booking module accurately tracks tour availability and prevents overbooking. Implement features to manage tour capacities, block out dates when tours are not available, and handle cancellations and refunds if necessary.
• Customer Management : Integrate tour bookings with the CRM's customer management system to maintain a database of customer information and booking history. This allows for personalized customer service, targeted marketing campaigns, and efficient communication with customers.
• Automated Notifications : Implement automated notifications to keep customers informed about their booking status, payment confirmations, tour reminders, and any updates or changes to their bookings. Notifications can be sent via email, SMS, or through the CRM interface.
• Customization and Scalability : Ensure that the booking module is customizable and scalable to accommodate the specific needs of different tour operators and businesses. Provide options for customization such as branding, pricing structures, and tour packages.
• Testing and Deployment : Thoroughly test the booking module to ensure functionality, security, and reliability. Conduct user acceptance testing (UAT) to gather feedback from stakeholders and make any necessary improvements. Once testing is complete, deploy the module to production and provide ongoing support and maintenance

By following these steps, we have developed a robust booking module for tours within Prefex CRM that streamlines the booking process, enhances customer experience, and drives business growth.

This module shows you the left part of the side menu bar like the screenshot below.

• Settings: First I will explain to you through the settings option and this can be managed by the admin only. Through setting admin can add country, city places for dinner etc. When you click on the settings option from the drop down of the bookings module then you can see the screen below
  
• Countries : In settings you can check the first option is countries. From here you can check the countries available and if the admin wants to add a new country then he can simply add from the “New Country” button.
  
• Cities : In settings you can check the second option is cities. From here you can check the cities available and if the admin wants to add a new city then he can simply add from the “New city” button
  
  
• Stay Places : In settings you can check the third option is stay places. From here you can check the stay places available and if the admin wants to add a new stay place then he can simply add from the “New stay place” button.
  
  
• Tour Places : In settings you can check the fourth option is tour places. From here you can check the tour places available and if the admin wants to add a new tour place then he can simply add from the “New Tour Place” button
  
  
• Dinner Places : In settings you can check the fifth option is dinner places. From here you can check the dinner places available and if the admin wants to add a new dinner place then he can simply add from the “New Dinner Place” button.
  
  
• Packages : From here you can check packages available as a customer. And admin can add different-2 tour packages here. From here you can check dates available, price and things related to the package. And more of that you can give title to the package. And you can manage this package as active or deactivate through the status of the package.
  
  Let’s create 1 package as admin, for this you can simply click on the “New Package” button and pop will appear like the screenshot below.
  
• Customer : From here admin can check customer details and assign them packages. Let me explain, please have a look at the screenshot below
  
  • Package : From here admin can assign tour packages to the customer.
  • Payment Status : From here the administrator can select the payment status. If the customer has made complete payment then it is paid, if partial payment has been made then it is partially paid like the screenshot below
  • Price : From here admin can mention price.
  • Start Date : From here admin put the date when the tour will start.
  • End Date : From here admin put the date when the tour will end.
  • No of dinners : From here admin can mention how many dinners are available in the tour package.
• Bookings : From here you can check client tours, Staycation bookings, holiday bookings, dinners bookings available. It has 4 options like the screenshot below.
  
  • Client Tours : In bookings you can check the first option is client tours. From here you can update tour bookings.
    
    
  • Staycation Bookings : From here you can check the staycation bookings. But currently no bookings available for staycation so no fields available at the moment.
  • Holiday bookings : From here you can check the holiday bookings like the screenshot below.
    
  • Dinners Bookings : From here you can check the dinners bookings like the screenshot below.