Hi everyone,
Regular question this, but I wonder if anyone has had the dev work done to make it happen yet?
What we're after is a Customer login where clients can enter their personal info, and have it loaded directly into their TourCMS booking and customer records.
- Login with surname and booking ID, possibly a password
- Ability to correct name spellings --> Customer record
- Enter / amend date of birth --> Customer record
- Enter gender --> Customer record
- Enter nationality --> Customer record
- Enter / amend address (Address / City / County / Postcode / Country) --> Customer record
- Enter all passport info --> Customer record
- Enter dietary requirements --> Customer record
- Enter emergency contact details (name / relationship / telephone / other contact details) --> Customer record
- Enter travel insurance details (policy number / notes) --> Booking record
- Enter flight arrival & departure details --> Extra booking content fields on Booking record (or just into a Note in the booking)
- Token for putting into emails to send clients link to this webform
- Choice of making all the above fields mandatory / optional
- Some display or notification of when all fields have been completed, or which are outstanding
- Email Notification sent to user assigned to the booking when the form has been submitted and also when completed
I think that covers what we're after. At the moment we're still emailing Word docs to clients and having to chase these up regularly, and often load the info into TourCMS in dribs and drabs. Could be made much more efficient.
Has anyone else been able to arrange a developer to do this, or something similar for their website & system?
Would TourCMS take on this development work for a fee? (anyone else interested in joining in to make this happen?)
If the info could only be loaded into the Customer record, with the booking specific info going into a Note on the Customer record, that would be OK I guess, and we can transfer it over.
Cheers, Ralph