A simple Booking Form allows the traveler to quickly signup for any trip. This form can be filled out quickly on any device, scaling to fit Mobile or Tablet sized screens. Once saved, their profile is recorded as a contact in the trip until a payment has been made or attempted. Once a payment has been made or attempted, a booking record is created.
The OBE is a configurable part of Groupdesk. This means that every client will have a slightly different version of the OBE to best suit their business and traveler needs.
Coming Soon: Purchase add ons during booking
Yes! The OBE is customized for your needs during your Implementation process.
When a traveler begins filling out the OBE, the minimum action they need to do to be captured as a lead on the trip is:
Complete the 'Traveler' (first OBE) page with no errors
Save and Continue to X
If they do not continue to click through the OBE and complete their booking, the steps above will save them as a:
Contact Record on the Trip Record
With a Lead Source of
And a Lead Status of