Tours and events
Deposit and balance
The money timeline for a dated booking.
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The steps
Create the deposit invoice and send it with the booking confirmation.
Note on the deal that the place is held until the deposit clears.
Set the balance invoice for the date the terms say.
Chase the balance three days after it is due, and tell me if it is still unpaid a week before the date.
These are instructions for the assistant, carried out one at a time against your real records. Each one still goes through the same checks as if you had asked for it yourself.
Install it in your account
Once you have an account, ask for "Deposit and balance" and it is added as your own recipe. From then on it runs on your records, not on an example.
- It becomes yours: rename it, edit any step, delete it.
- Anything that sends or deletes still asks you first.
- Works from the app, WhatsApp or Slack, in your own language.
More Tours and events playbooks
Enquiry to booking
Run it on every enquiry, whatever channel it came in on.
Pre-departure pack
The week before. Every question they were going to ask, answered first.
Day before confirmation
The message that turns a no-show into a rebooking.
Fill the remaining places
Run it when a date is close and under capacity.
After the tour
Same day or the next morning, while it is still fresh.
Group or corporate enquiry
A group is a different sale. Slower, bigger, and it needs a decision maker.