CCIS: Manage Trip


Updated	Mon May 18, 2009
Trip Name
Client	Back to Client \|\| E-Mail
Sales Rep	Brett Taylor E-Mail Sales Rep.
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 )	10/8/07: > BJS completed IOG, then made attachments and ran rates. > BJS faxed CQRs (after 5pm) to 4 charter cos. > BJS completed PTP and emailed to DSC with IOG. > She is delivering to Hickory tomorr wo (Tuesday, 10/9/07). 10/15/07: > Per DSC, Dave's numbers are looking really good and he is meeting with Principal tomorrow regarding trip approval. > He has asked us to reserve three coaches from Newton (we asked for 2 when we requested the quote). > BJS sent email to DSC to see how high he thinks his numbers may go, we have 30 rooms at the hotel and may need more . . . Nice problem to have, but could be a problem none the less. > BJS sent email to HMS asking her to request a K for three 55s from Newton. 12/8/07: > Per DSC on 12/3/07, Principal has approved trip and it is now downtown for final approval. > Dave is ready for K. > K & Deposit to be due 12/21/07 and BJS agreed to $75pp deposit and transportation will only be on 2nd & fianl invoices. > He is not using GPS. > BJS completed CN and mailed FXSON to DSC for Monday arrival so she can deliver early this week. > HMS, as K has been mailed, please review and proceed as needed. NOTE: Client wants to leave at 7:30AM on the first day rather than 8AM. HMS, please make certain this is OK with the Charter Co. > BJS updated IOG and Bible accordingly. > K & Deposit as well as Fiesta-val Application are all due 12/21/07. __X__ HMS __X__ 12/12/07: > Rec'd Fiesta-val Application via fax. 12/19/07: > Rec'd signed K via fax. 12/24/07: > Rec'd check #765, $7,125.00. First Payment INV PIF. > HMS, since Deposit has been received, group is considered UNDER CONTRACT, please review and proceed as needed. Thanks! ____ HMS ____ 1/10/08: > BSJ mailed signed copy of K to client. > BJS em DSC re: contract rec'd date. 1/18/08: > Rec'd check #769, $17,500.50. 3/7/08: > Rec'd FPGF, RL & HIF. > Total Pax = 91 (82 + 9) > Rms / Pax 17 Q / 68 05 T / 15 04 D / 08 00 S / 00 TOTALS = 26 ROOMS and 91 PAX (82 + 9). > BJS updated IOG and Bible accordingly. > BJS placed order for 82 CAV dvds. > HMS, as these numbers are now GUARANTEED, please review and proceed as needed. Thanks! ____ HMS ____ 3/12/08: > BJS faxed and mailed Final INV #4601, $15,312.50, to Dave's attention. > Also faxed copy to DSC. 3/25/08: > Rec'd check #781, $15,312.50. 4/1/08: > BJS revised IOG and sent to DSC so she can share with Director . . . Wanted to make some adjustments to shopping time & beach time in order to allow for shooping at Barefoot Landing. 4/9/08: > BJS mailed Meal Credit Check / Bank Request Form. 4/10/08: > BJS emailed FI to Dave & DSC. > Also faxed to Sandy at Newton's. 4/21/08: > BJS mailed INV #4612, $273.00 for 50% of Jurassic Adventure Mini Golf, late add attraction in order to get home at 6AM rather than 4 AM thinaks to Fiesta-val. 5/5/08: > Rec'd check #787, $273.00. > Account is PIF. > Gross Receipts = $40,210.50.
Quote Price	Sext $ $ Quin $ $
FinalTier	Quad $ $ Tri $ $
	Dbl $ $ Sgl $ $

Group Payment Service, 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)

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 )

$5 Meal Credit
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	Lunch from your choice of eateries en route, via a $5 Meal Credit.
Item Notes ( Print Note )

Sand Castle Resorts-SouthBeach
Start Date & Time	Date Time
End Date & Time	End Date End Time Duration
Vendor Name	View Hotel [+] More
	Under Contract Active (uncheck to make inactive)

NASCAR Caf� - Myrtle Beach
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)

Sandcastle Resorts-South Beach
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)

Fiesta-val
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)

The Home Plate
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)

Beach Time!
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)

Hard Rock Caf�/M.Beach
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)

Le Grande Cirque
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)

Barefoot Landing
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)

$10 Meal Credit
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)

Broadway at the Beach
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
Rate / Tax	Group Rate Tax percent
Nights / Time	Nights Checkout Time
Rooms	Total # of Rooms:
Room List	Due Sent
Item Notes ( Print Note )	9/14/07: > BJS called and LVM for Mechelle Derico, she is Michelle Harris' replacement. > LVM with specs, hoping she cam help, not sure since this is the same weekend as James Wood at their property. 9/18/07: > BJS called and spoke with Mechelle. > Need 30 DDs - She has the rooms. > She will forward K. > All the same rate info as James Wood HS Band & Choir which will be there the same weekend. > $64 / nite + $1 Resort Fee = $65.00 + 11%tax. > B-fast = $6.50 inclusive. 9/18/07: > Rec'd K via fax. 10/5/07: > BJS reviewed and marked as needed, then entered in system and faxed to Michelle's atrtention. > Asked for fully signed copy to be returned for my files. 1/24/08: > BJS called Meechelle and LVM re: Site visit for Dave Howell. > These are my preferences for dates - First choice: March 28-29 Second choice: March 21-22 Third Choice - April 4-5. 1/25/08: > Per Mechelle, she can do the 1st Choice, March 28 & 29, 2008 - 2 nights comp! 1/28/08: > Mechelle called and got Dave's name. > She will email BJS confirmation #$. 1/29/08: > BJS called and LVM for Mechelle - no email, so please call me with conf #. 1/30/08: > Per Mechelle, Conf # for Dave Cowell is 487792. 3/12/08: > BJS faxed RL (26 DDs), HIF, IOG and copy of Deposit check #6379, $1,875.90. > Asked for confirmation of receipt and updated final invoice. > Told her to release any unneeded rooms. 4/17/08: > Rec'd updated final inv from Kevin Dills, BJS faxed AMEX for final balance.

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 at NASCAR Caf� & Grille featuring your choice of entr�e to include Grilled Chicken Breast, Chicken Pot Pie, Chicken Fried Chicken, or Baked Scrod, all served with appropriate Sides, Garden Salad, Cheesecake and unlimited Soft Drinks.
Item Notes ( Print Note )	12/12/07 >HMS left message >will call back Friday 12/18/07 >HMS received call and she will fax menus then I will pcik and call her bacl 1/14/08 >BJS spoke with Jess and worked up new menu. She also added strawberry short cake. >HMS spoke with her and she is going to get confirmation out. 3/31/08 Veggie Burger as option 4/14/08 >HMS faxed AMEX 4/16/08 Confirmed 4/17/08 >Manager had to call for payment >Faxed

Ripley's Aquarium
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)