Embedded Files
What are Documentation & Notes for?
What are Documentation & Notes for?
We are required to know what has been discussed during a call with a Guest and it must have:
We are required to know what has been discussed during a call with a Guest and it must have:
Here's what the notes on all your calls should always contain.
Here's what the notes on all your calls should always contain.
- Reason for the call from the dropdown and notate the guest's request in the notes.
- Name of the Guest or Caller (If is not the Guest on the RSV as well their role or relation towards them).
- Actions Taken (when necessary).
- Final Resolution and outcome.
- Name of the FD Representative (when applicable).
Step 1:
Step 1:
Find the reservation and click on "Details/Notes" from the instant tab.
Find the reservation and click on "Details/Notes" from the instant tab.
Step 2:
Step 2:
Click on "Select" to select the reason for the call.
Click on "Select" to select the reason for the call.
Then record the note with a brief explanation of the call.
Then record the note with a brief explanation of the call.
Your comments are recorded and kept in the reservation history for anyone to consult.
Your comments are recorded and kept in the reservation history for anyone to consult.
Please record Brief & Clear Notes.
Please record Brief & Clear Notes.
Each dropdown is a reason for the call, you must select the one that best matches the call received!
Each dropdown is a reason for the call, you must select the one that best matches the call received!
Let's look at the available options!
Let's look at the available options!
Abbreviations on Documentation & Notes
Abbreviations on Documentation & Notes
To make it a little easier to redact the notes, you may use the following abbreviations:
To make it a little easier to redact the notes, you may use the following abbreviations:
REQ
REQ
Request
Request
SW
SW
Spoke With
Spoke With
RES SP
RES SP
Reservation Specialist
Reservation Specialist
VC
VC
Virtual Card
Virtual Card
ZD
ZD
Zendesk
Zendesk
LVM
LVM
Left Voice Mail
Left Voice Mail
HTL
HTL
Hotel
Hotel
RP
RP
Rate Provider
Rate Provider
EM
EM
E-Mail
E-Mail
NR
NR
New Refund
New Refund
CXL#
CXL#
Cancelation Number
Cancelation Number
GM
GM
General Manager
General Manager
IT#
IT#
Itinerary Number
Itinerary Number
OTP
OTP
On The Phone
On The Phone
GST
GST
Guest
Guest
MNGT
MNGT
Management
Management
CC
CC
Credit Card
Credit Card
MOD
MOD
Manager on Duty
Manager on Duty
FD
FD
Front Desk
Front Desk
EMD
EMD
E-Mailed
E-Mailed
CXL
CXL
Cancel
Cancel
FOC
FOC
Free of Charge
Free of Charge
RSV
RSV
Reservation
Reservation
HP
HP
HotelPlanner
HotelPlanner
Now let's see how much you learned about the main HotelPlanner terms.
Now let's see how much you learned about the main HotelPlanner terms.
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