When managing multiple trips for repeat clients, it’s essential to establish clear and consistent naming conventions for Lead Bookings. This ensures that your records remain organized and easily searchable, especially when a client has multiple trips linked to their profile. Without distinct naming conventions, searches can become confusing, with multiple results displaying the same Client Name.

To help streamline your workflow, here are some best practice options for naming Lead Bookings in Oasis:

Best Practice for Lead Booking Names

1. Client Name + Year

    Example: John Doe 2024

This option keeps it simple while differentiating bookings by the year of the trip.

2. Client Name + Destination + Year

    Example: Jane Smith - Paris 2024

Including the destination provides additional context, making it easier to identify the booking at a glance.

3. Client Name + Trip Name

    Example: Robert Johnson - Summer Adventure

For custom or themed trips, adding the trip name offers clarity and uniqueness.

4. Client Name + Destination

    Example: Emma Davis - Tokyo

Ideal for situations where the destination alone suffices for identification.

Why Use Naming Conventions?

Improved Searchability: Unique names prevent confusion and reduce the likelihood of selecting the wrong booking.

Better Organization: Names that include trip details make it easier to filter and manage records.

Enhanced Collaboration: Consistent naming conventions help team members quickly locate and understand trip records.

Tips for Implementing Naming Conventions

Choose a format that aligns with your team's workflow and stick to it consistently.

When in doubt, opt for more details (e.g., including the destination or year) to minimize ambiguity.

Communicate your chosen convention with your team to ensure uniformity across all Lead Bookings.

By adopting one of these best practices, you can maintain a more organized and efficient system for managing repeat clients and their multiple trips.

And that's how to Name a Lead Booking on the Oasis Travel Platform! We hope you found this guide helpful. If you need additional help or want to share your thoughts, reach out at [email protected]. We love hearing from you and are always here to help.