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Club Onboarding

Club · 30 min · 4 hosts · book.clubtravelo.com/onboarding

General

Calendars

Hosts

+ Add Host
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ME
Mia Edrozo
Rotation #1 · daily_max = 4 · admin@clubtravelo.com
Active Remove
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AO
Allie Olson
Rotation #2 · daily_max = 3 · aolson@clubtravelo.com
Active Remove
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SR
Sue Regions
Rotation #3 · daily_max = 4 · sregions@clubtravelo.com
Active Remove
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JH
Jordan Hayes
Rotation #4 · daily_max = 3 · jhayes@clubtravelo.com
Paused Remove

Sales Status Options

+ Add
NameOutcomeSort
⋮⋮SalePositive10Edit
⋮⋮Sale - CashPositive11Edit
⋮⋮Sale - FinancedPositive12Edit
⋮⋮No SaleNeutral20Edit
⋮⋮No Sale - Follow UpFollow Up21Edit
⋮⋮Follow-UpFollow Up22Edit
⋮⋮No-ShowNegative30Edit
⋮⋮Cancelled - Pre TourNegative40Edit
⋮⋮Cancelled - Post TourNegative41Edit
⋮⋮RescheduledLifecycle50Edit

Intake Form

+ Add Field
Field Key
Label
Type
Required
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