Core objects
The booking is the central record. It keeps the information needed by sales, operations and the tour-day team in one place. Names and fields may change as the product is implemented with more companies.
Booking
Section titled “Booking”Holds the service date, guests, payment state, supplier confirmation and next action. It should tell the whole story from the first enquiry to completion or cancellation.
Customer
Section titled “Customer”Keeps the contact details and history needed to manage the booking and help the guest. We do not add personal fields simply because a generic CRM usually has them.
Supplier
Section titled “Supplier”Identifies the company or person expected to confirm or provide a service. Reference numbers and confirmation status stay connected to the booking.
Product and service
Section titled “Product and service”Describe what the guest bought and what the team must deliver. The catalogue can be adapted to the operator instead of forcing every tour company into the same template.
Operational task
Section titled “Operational task”Records one clear next action, the responsible person and the deadline. Its job is to show what still needs to happen, not merely make a task counter look busy.