New hand-off from Carlton
A customer is ready to book. Here's what Carlton gathered while chatting with them:
PassengerSarah Ellis
DestinationLisbon, Portugal
Dates12–19 October
Party2 adults
Budget~$2,400 pp
NotesCentral hotel, morning flight
Demo — this is a simulated hand-off so you can see how the adviser console works.
Sarah Ellis
Hi! Carlton said you'd be able to help me get the Lisbon trip booked 😊You (adviser)
Hello Sarah! Carlton has passed me everything — Lisbon, 12–19 October, the two of you. Shall I start putting some options together?Sarah Ellis
Perfect — yes, the 12th to the 19th of October, just the two of us.You (adviser)
Lovely. Any preference on where you stay, and what time of day you'd like to fly?Sarah Ellis
A central hotel would be lovely, walking distance to the old town if possible. And could we get a morning flight? I'm a bit of a nervous flyer!You (adviser)
Easily done. I'd suggest a small boutique hotel in the Baixa district, about five minutes' walk from the old town, with a morning departure going out and an early afternoon flight back. That comes in a little under your budget at $2,290 each.Sarah Ellis
Ooh, that sounds ideal. Go ahead and book it — thank you so much!You (adviser)
Consider it done, Sarah. I'll email your confirmation and tickets within the hour.🎉 Booking confirmed — in the demo. In the live console you'd finalize the booking, and Carlton files the trip and alerts you to any changes (delays, price drops, entry rules) right up to departure.