TRY NOT TO GET PO'D
For a reservation that is 14-35 days away, a PO is expected within ________ days of booking?
What is 5?
Payment by check for a reservation under 5 days away is _____________
What is not accepted?
In CoachRail you would check this on the payment type for a wire
What is check?
For 3+ credit cards, the ISR will take any additional cards over the phone. TRUE or FALSE
What is False?
A client cancels their trip 1 week before, their refund would be ______
What is 90%?
Customers can secure their reservation via a credit card that can later be refunded once the PO is received - TRUE or FALSE
What is true?
A trip is more than 6 weeks away and they want to pay by check, you should first attempt to _______
What is get the 10% deposit on a credit card?
A trip is 6 weeks away, the deposit must arrive within 2 weeks of booking. TRUE or FALSE
What is False? The deposit must arrive within 5 days of booking
If a customer needs to split payments between 2 credit cards you should accommodate this by
What is altering the down payment %?
Customers are responsible for acquiring special permits for charters in these two historic districts
What are Charleston, SC & Savannah, GA
A PO is expected within 7 days of booking for trips this far away
What 5+ weeks away?
You should never select this as a payment method for check, or anytime ever...never do it!
What is ACH?
Trip is less than 5 days away and they want to pay with a wire, you have manager approval. They need to provide you with this prior to booking
What is proof of wire?
The credit card on file for a reservation will be charged the remaining balance _______ days before the trip date
What is 7?
The classic song Simon sang at karaoke for the company offsite
What is "Don't Stop Believing"
A PO is a document issued by a buyer to a seller with specific terms and conditions. Once accepted by the seller it becomes a ________ contract. (2 words)
What is legally binding?
Assuming you were not able to get a deposit by credit card, you would set the payment type to full payment for a check. TRUE or FALSE
What is True?
An electronic way to move money between bank accounts and typically used for larger or time-sensitive transactions
What is a wire?
To add a second credit card as payment you should have the client click on "My Profile" in the upper right corner, then select ______ and then ______
What are "Billing" and "Add New Card"?
You should always update the _____ with payment details and timeline for checks, POs and wire payments.
What are the office notes?
If the customer receives a cancellation email there is a small window where the trip can be reinstated. Sales has one week to contact the client and get the PO. TRUE or FALSE?
What is False? Sales has less than 24-48 hours to contact the client and get the PO
If a trip is 5-9 days away and you have a managers approval a check can be used for payment if _________ (2 things)
What is the check is overnighted by mail, tracking # & copy of check are sent to billing@charterup.com and ISR is CC'd on email?
The trip is 8 days away, full payment by wire is due by
What is 5pm ET the following business day?
The trip is more than 7 days away and the cost of the trip is over $10k, they put a deposit on their credit card and they don't have an alternate form of payment, so they should _________
What is contact Billing to pay the balance with a credit card?
You're booking a trip in CA with K-12 students and you're not sure if it is a school sponsored activity. The saying to remember in these cases is
What is "When in doubt, SPAB it out"?