CCIS: Manage Trip


Updated	Mon Sep 09, 2002
Trip Name
Client	Back to Client \|\| E-Mail
Trip Class / Division	CCIS DST
Destination	OR
Number of	PAX Youth Adults Escorts DOF
Comps	Single Dbl Trip Quad Quint Sext
Start	Date:	Time:
End	Date:	Time:
Contract	Due Received
Deposit	Due Received
Partial Deposit
First Payment	Due Received
Final PAX	Due Received
Final Room List	Due Received
Hotel Info Form	Due Received
Balance	Due Received
Contract Status	Under Contract Canceled
Trip Notes ( Print Note ) ( E-Mail Corporate )	12/11/01: > Rec'd application and Application fee check, #20869 - $75. INV #3056 - PIF on 12/10/01. > FOE - New York 1 > Show Choir (Sound Wave) > 36 (27 + 9) > Customized 4D/3N package - as proposed on 9/24/01. > HMS, please create CFS. > BJS mailed Application Rec'd letter as well as Xmas Card. > MWL completed confirmation of inclusions as deemed necessary as this is a customized 4-Day / 3-Night FOE package. > BJS completed Contract Packet on 12/11, including Deposit / First Payment INV #3059, $6,000 due with K on 1/7/02. > HMS / MWL, please process per FOE SOP and mail this afternoon if possible. This group is seeing TWO Broadway Shows so the one form should suffice and we will use their 1st and 2nd choices when placing order. > Not a DSC client. > Contract Packet includes CIS with Customized Inclusions as well as rates. __X__ HMS __X__ __X__ MWL __X__ 12/19/01: > Rachel called for Cherise Trent to inform us that payment would need to be extended by one week as they are not back in school after the holiday until 1/7/02. 12/19/01: > BJS returned call and spoke with Cherise - she wanted me to call back as she was having an emergency in her classroom - I told her quickly that extending initial deadline by one week was not a problem (1/14/02). 1/7/02: > BJS sent email to Cherise re: Clinic Only possibility. Also faxed copy of the same. (copies in file). 1/9/02: > BJS called Cherise. Very nice today and very appreciative of all we have done thus far. > She is absolutely fine with the Clinic Only idea!!! > School Board has approved trip although there is some concern over the amount of time groups would be spending in NYC proper. > She expects all to be resolved and we should have Contract and Deposit / First Payment sometime next week. I asked her to please keep us posted. __X__ MWL FYI 1/17/02: > BJS called Cherise to check status of Contract. > Still awaiting Board decision over amount of time they will be spending in NYC. > Either she or her student aide will be calling early next week to update, then they are ready to "Rock and Roll". 1/29/02: > Rachel (student) called for Cherise - She has completed forms and will fax to our office later today. > Check has been requested and should be in mail tomorrow - BJS asked her to have it sent USPS 2-day mail so we are sure to have it by 2/1/02. She expected no problem. > Total pax +/- 30. She wanted to make certain her price would mot change as this is one less that the minimum pax of 31. 1/30/02: > Rec'd signed Contract as well as check #21065, $6,286 - INV #3059 - PIF with a Credit of $286. > Also rec'd FPGF, Room List, & HIF > Also rec'd Show Selection Form, T-Shirt Order Form and Set-Up Form - MWL, please pull these from file as needed. You will be in charge of the T-shirt Order Forms - BJS will keep the Set-Up Forms. Proceed as needed with the Show Selections as well. This group is doing 2 shows with a total combined show budget of $130. Please order accordingly. Shows on both Friday & Saturday nights. If budget requires it, we could do one show on Thursday night if absolutely necessary. > Pax = 30 (23 + 7) > Rms / Pax 5 Q / 20 2 T / 06 2 D / 04 0S / 00 TOTALS = 9 ROOMS and 30 PAX (23 + 7) > BJS updated Bible accordingly. > MWL, as these numbers are now guarateed, please proceed as needed. Thanks! ____ MWL ____ 1/31/02: > Rachel called for Cherise to make certain we received ON package and we had. > Need the name of charter co in NYC for local transfers. > BJS gave her Campus Coach. > Rachel called back - they will need an IOG in order to get quote from Campus. > Had question about charge for Cherise's two children - both under age two. > BJS to respond ASAP. 1/31/02: > BJS emailed repsonse to Cherise re two children and attached sample IOG so she could get it to Campus. 2/1/02: > Rec'd email from Rachel - Cherise will be bringing her two children "un-officially" - as far as we are concerned - they do not exist. > Also received their version of our IOG. Really not all that bad - as our groups are limited that weekend, we will do our best to make it happen as they have requested. BJS emailed response accordingly . . . 2/5/02: > Rec'd emial from Rachel / Cherise . . . > has to drop one student. > BJS faxed copy of PCCF and asked that they complete it and return to our office via fax ASAP. Only this form is accepted as official notification of change. 2/6/02: > Rec'd email - they got the fax and will send ASAP. > Sent names in email and BJS adjusted Room List accordingly. > REVISED TOTOAL PAX = 29 (22 + 7) > Rms / Pax 4 Q / 16 3 T / 09 2 D / 04 0S / 00 REVISED TOTALS = 9 ROOMS and 29 PAX (22 + 7) > BJS updated Bible accordingly. > MWL, as these numbers are now REVISED, please proceed as needed. Please advise as to any unrecoverables which I need to charge the group for as I need to complete their Final Invoice NLT Thursday, 2/7/02. Thanks! ____ MWL ____ 2/6/02 > MWL tried to LVM for Cherise re: their GIF--no answer to get through to a voice-mail. 2/11/02 > MWL tried again--need to call first thing in the AM. 2/12/02 > MWL called and got through (their switchboard is only available 7am-3pm). > Spoke with Cherise (VERY briefly) and then was passed on to Rachel. > Rachel has the form--she will complete & fax "right now" with flight #'s & times as well. > Finally recv'd GIF, but, per Cherise, are still uncertain as to flight times. > Cherise/Rachel will be forwarding flight times ASAP!!!!!!! Expect answer NLT tomorrow!!!! 2/14/02: > Rec'd email from Rachel / Cherise . . . > The Nashes are cancelling. They were in a Double. > BJS responded that he would prepare and fax/mail Final Invoice accordingly. Also mentioned that we needed her flight information ASAP in order to complete the IOG and FI. > REVISED TOTAL PAX = 27 (22 + 5) > Rms / Pax REVISED (yet again) 4 Q / 16 3 T / 09 1 D / 02 0 S / 00 REVISED TOTALS = 8 ROOMS and 27 PAX (22 + 5) > BJS updated Bible accordingly. > MWL, as these numbers are now REVISED, please proceed as needed. > BJS faxed and mailed Final Invoice #3091, $6,292.10 - due 2/18/02. ____ MWL ____ 2/14/02: > Received Flight Info from Rachel. > Arriving Newark, Thursday, 4/4/02, 9:58am via Delta > Departing Newark, Sunday, 4/7/02, 2:15pm via Delta 2/20/02: > BJS emailed IOG to Cherise. 2/21/02: > BJS spoke with Cherise - Rachel needed the number for Campus Coach. > She requested check for balance on Monday, 2/18 - we should have it early next week. 3/1/02: > BJS gave Cherise numbers for Coach USA in NY(800-669-0001) & Newark (800-877-1888). She was not happy with Campus Coach. 3/1/02: > Rec'd check #21177, $6,292.10. > INV #3091 - PIF. > Account is now PIF. 3/19/02: > BJS faxed advance copy of FI to Cherise. > Packet to FedEx later today or tomorrow. 3/19/02: > BJS fedex'd SON complete FI packet. 3/21/02: > rec'd Receipt Form and Meal Counts.
Quote Price	Sext $ $ Quin $ $
FinalTier	Quad $ $ Tri $ $
	Dbl $ $ Sgl $ $

Festivals of Excellence
Start Date & Time	Date Time
End Date & Time	End Date End Time Duration
Vendor Name	View Festival [+] More
	Under Contract Active (uncheck to make inactive)

Contract	Due Requested Received Signed
Deposit ( E-Mail BookKeeper )	Due Paid Amount $ Method
First Payment ( E-Mail BookKeeper )	Due Paid Amount $ Method
Balance ( E-Mail BookKeeper)	Due Paid Amount $ Method
Drop Dead Date
Final Count	Due Sent Number
Comp. Policy
Rates	Youth Adult Registration Fee Quantity
Festival Application	To Client From Client To Festival From Festival
Item Notes ( Print Note )

Radio City Music Hall
Start Date & Time	Date Time
End Date & Time	End Date End Time Duration
Vendor Name	View Attraction [+] More
	Under Contract Active (uncheck to make inactive)

Contract	Due Requested Received Signed
Deposit ( E-Mail BookKeeper )	Due Paid Amount $ Method
First Payment ( E-Mail BookKeeper )	Due Paid Amount $ Method
Balance ( E-Mail BookKeeper)	Due Paid Amount $ Method
Drop Dead Date
Final Count	Due Sent Number
Comp. Policy
Rates	Youth $ Adult $ Senior $ Group $
Item Notes ( Print Note )	2/15/02 > After many schedule issues, settled on a time and date. > Per Janet, made reservation as follows: 27 people 4/4/02 @ 4:30pm > Janet will be faxing confirmation with account number this afternoon. > All set. > Recv'd confirmation via fax. > Confirmation Account #: 22-22736 3/4/02 > MWL mailed out PIF for this group by check. > Regular mail--all is set for this group.

Empire State Building Observatory
Start Date & Time	Date Time
End Date & Time	End Date End Time Duration
Vendor Name	View Attraction [+] More
	Under Contract Active (uncheck to make inactive)

AmeriSuites
Start Date & Time	Date Time
End Date & Time	End Date End Time Duration
Vendor Name	View Restaurant [+] More
	Under Contract Active (uncheck to make inactive)

NBC Studio Tour
Start Date & Time	Date Time
End Date & Time	End Date End Time Duration
Vendor Name	View Attraction [+] More
	Under Contract Active (uncheck to make inactive)

Seaport Liberty Cruise
Start Date & Time	Date Time
End Date & Time	End Date End Time Duration
Vendor Name	View Attraction [+] More
	Under Contract Active (uncheck to make inactive)

Ellen's Stardust Diner
Start Date & Time	Date Time
End Date & Time	End Date End Time Duration
Vendor Name	View Restaurant [+] More
	Under Contract Active (uncheck to make inactive)

Group Photos, Inc.
Start Date & Time	Date Time
End Date & Time	End Date End Time Duration
Vendor Name	View Attraction [+] More
	Under Contract Active (uncheck to make inactive)

Broadway Show
Start Date & Time	Date Time
End Date & Time	End Date End Time Duration
Vendor Name	View Attraction [+] More
	Under Contract Active (uncheck to make inactive)

Broadway Dance Center
Start Date & Time	Date Time
End Date & Time	End Date End Time Duration
Vendor Name	View Attraction [+] More
	Under Contract Active (uncheck to make inactive)

Jekyll & Hyde Club NYC
Start Date & Time	Date Time
End Date & Time	End Date End Time Duration
Vendor Name	View Restaurant [+] More
	Under Contract Active (uncheck to make inactive)

Contract	Due Requested Received Signed
Deposit ( E-Mail BookKeeper )	Due Paid Amount $ Method
First Payment ( E-Mail BookKeeper )	Due Paid Amount $ Method
Balance ( E-Mail BookKeeper)	Due Paid Amount $ Method
Drop Dead Date
Final Count	Due Sent Number
Menu	Type Cost Per Person
Menu PTP	Dinner and Entertainment at Ellen's Stardust Diner featuring Chips and Salsa, choice of NY Sirloin Steak, Roast Turkey, Meatloaf, Chicken Marsala, Large Mixed Green Salad (with or without Chicken), or Gluten Free Pasta (with or without Chicken). Served with Iced Tea, Soda, Hot Coffee or Hot tea and choice of Fruit Cup, Plain Cheesecake, Hot Fudge Brownie Sundae, Carrot Cake or Rainbow Cake for dessert. Soft drinks, tea and coffee.
Item Notes ( Print Note )	12/11/01 > MWL faxed reservation request to Ellen's. 12/12/01 > Recv'd confirmation from David. > All set. 12/13/01 > MWL signed and returned to David via fax. 2/13/02 > MWL called David to see if we could get reservation chagned to 5pm instead of the original 6pm. > David hadn't recv'd signed K and didn't have as confirmed! > No problem--MWL to re-fax signed K with changed time and group size. > Done! 3/14/02 > MWL faxed Meal count request form to Fort Myers this morning. > Due back to me 4/1/02.