By keeping all trip documents (cruise quote, booking confirmation, or other important files) in one place, Cruisen helps you stay organized, improve client communication, and provide a seamless booking experience.
Uploading Documents in Cruisen
Centralized Information: Keep all documents, such as quotes and confirmations, in one place for easy reference.
Improved Client Communication: Clients can access important details directly through the app, reducing back-and-forth emails.
Streamlined Workflow: Quickly retrieve booking confirmations and other files when needed, saving time and effort.
How to Upload Documents in Cruisen
Log in to your Cruisen Advisor Dashboard.
Click on the specific trip from your dashboard to open its details.
Locate the Paperclip Icon in Navigator within the trip workspace.
Select the document from your device (e.g., PDF of a quote, booking confirmation, or itinerary) making sure to have added a descriptive file name or note to help you and your client identify the document.
Once the file is uploaded, make sure to type a note in navigator then hit enter to upload the document to the trip. The document will appear in the trip’s Navigator.
Clients will receive the message in Navigator and can view the documents directly in the app.