How To Approve Booking As A Travel Coordinator - Customer Manager Booking Review

How To Approve Booking As A Travel Coordinator - Customer Manager Booking Review

As a Customer Manager at Khumzi Travel, your role involves overseeing customer travel bookings and managing approval or cancellation requests. This guide provides a step-by-step process to effectively review, approve, or disapprove bookings and handle cancellation requests on the travel.khumzi.co.za platform.

1. Accessing the Customer Management Portal

• Login: Navigate to travel.khumzi.co.za and enter your manager credentials to access the dashboard.

2. Reviewing Customer Travel Bookings

• Navigate to Bookings: From the dashboard, select the "Bookings" tab to view all customer reservations.
• Filter and Search: Utilize the search bar and filters to locate specific bookings by customer name, date, or booking reference.
• View Details: Click on a booking to see comprehensive details, including travel dates, destinations, and customer information.

3. Approving or Disapproving Bookings

• Assess Booking Information: Ensure all details are accurate and meet company policies.
• Approve Booking:
  • Click the "Approve" button.
  • An automated confirmation email will be sent to the customer.
• Disapprove Booking:
  • Click the "Disapprove" button.
  • Provide a reason for disapproval in the prompt.
  • The customer will receive an email with the disapproval reason and further instructions.

4. Managing Cancellation Requests

• Access Cancellation Requests: Go to the "Cancellations" section in your dashboard to view pending requests.
• Review Request Details: Examine the reason for cancellation and any supporting documents provided by the customer.
• Approve Cancellation:
  • Click "Approve Cancellation."
  • The system will process any applicable refunds, and the customer will be notified.
• Deny Cancellation:
  • Click "Deny Cancellation."
  • Provide a justification for the denial.
  • The customer will receive an email outlining the denial reason and their options.

5. Communicating with Customers

• Automated Notifications: The platform sends automatic emails for approvals, disapprovals, and cancellations.
• Direct Contact: If further communication is needed, use the customer's contact information provided in the booking details.

6. Additional Support

• Contact Information: For technical assistance or policy clarifications, reach out to the support team at info@khumzi.co.za or call +27 43 422 0304.

By following these steps, you can efficiently manage customer travel bookings and ensure a smooth experience for both the customers and the company.