Client booking software

Email Options

• 15 custom email templates that automatically plug in client data
• Confirmation emails that also plug in the meeting date and time
• Send bulk emails with saved templates

Finance

• Track each client’s amount, payments, deposits, amount owed, and tips
• Many reporting options

Built in calendar

• See your clients and the days you have open
• Click on the client’s name to go to his information
• Supports AM, PM, overnight, and full day trips
• Block days that are unavailable (several options)
• Click the date on the calendar instead of typing to book a client

Reports (all customizable)

• Mailing labels – prints labels for mailings, Christmas cards, etc.
• Phone numbers – prints a phone list of contacts
• 4 different trip reports – 1 line per client up to 1 page per client
• Trip success report – shows previous trip comments; also has the option to show successes from a selected month of previous year
• Earnings report – shows earnings for the time period selected
• Unpaid deposits report – shows clients who haven’t paid deposits
• Dates report – custom report to run on any date in the system

User Defined Fields

• You get to choose what data to track
• 3 yes/no fields for each client and 5 for each trip
• 3 date fields for each client and 5 for each trip
• 3 number fields for each client and 11 for each trip
• 3 text fields for each client and 11 for each trip
• Text fields have a drop down box that automatically get populated as you add data. You can select from the list.

Web features (add-in) Click for Demo

• Availability checking
• Online booking
• Credit card acceptance
• Calendar that allows the guide to choose whether to allow booking AM, PM, and night trips.
• Custom options and messages

Solar/Lunar data

• Track solunar majors and minors
• Track sunrise and sunset time
• Track moon phases (full, new, half, %….waxing, waning)

Other Features

• Automatic backup of data
• Default value options to minimize data input
• You choose your own background colors
• Allows double booking, but alerts you if you do so
• Tracks record creation dates and last updated dates
• Track partners as well as clients and trips.
• Custom filters
• Context sensitive help (F1)

Future Revisions?

• Track conditions of the day (cloud cover, temperature, time of catch [or kill], etc.)
• Track locations (possible include mapping features)
• Track expenses
• Several different report options on new revisions.
• Your wish list ideas!