Hospitality & travel
The suite was Quoted. The anniversary dinner was only Requested. Checkout never happened.
Crescent House is a 22-key house with a small spa and a boat transfer. The abandoned cart is a Stay in Quoted that never became Confirmed — plus an Experience still Requested. Guest relations work folios, not a CRM that thinks they sell SKUs.
Illustrated walkthrough of the pack — not a named customer case study.
Guest folio
Claire & Étienne Moreau
CH-8891
“Pre-arrival should know the occasion is a honeymoon. It should not ask them to re-type the confirmation number they already have.”
Thursday 17:40. Golden hour on the terrace. A couple in Market International, occasion Honeymoon, still has Stay status Quoted. The spa Experience is Requested for the same dates. Tonight’s in-house guests need a different message entirely.
Guest Journey — New enquiry → Quoted → Confirmed → Pre-arrival → Checked out (or Cancelled)
Stay
CH-8891 · Suite · Quoted · check-in Friday
Experience
Harbour spa · Kind Spa · Requested · tied to the stay
Guest fields
Loyalty Member · Occasion Honeymoon · Market International
Role the pack adds: Guest Relations
AI answers what the pack knows. A human takes the same conversation when it needs judgement.
Claire & Étienne Moreau
WhatsApp · same thread
AI
CH-8891 is Quoted for the suite, Friday–Sunday. Spa is Requested. Reply 1 and we move the stay to Confirmed and send the pre-arrival note.Human
Kenji — occasion updated to Wedding (anniversary). Confirmation and the spa time will sit on this thread. No new chat.09:10
Stays still Quoted 48 hours before check-in are the leak. Kenji’s board is not “leads”; it is confirmation numbers.
12:00
Confirmed stays get boat-transfer and arrival-time WhatsApp. International vs domestic changes the transfer copy, not the object.
16:00
Spa flips Requested → Confirmed. Dining experiences are a different kind on the same guest.
11:00 next
Status Checked out. Thank-you + a quiet ask for the next occasion. Cancelled and No-show stays are not thanked as if they came.
AI chatbot
Availability, room type, experience kinds, check-in time. It does not overbook a Suite that is already Confirmed for someone else.
“Is the suite free Friday?” → Quoted vs Confirmed honesty.
Journeys
Quote still open
Stay Quoted, check-in ≤ 3 days
One WhatsApp. Then guest-relations assignment.
Pre-arrival
Confirmed, T-minus 24 hours
Arrival note. Pauses if they are already In-house.
Experience pending
Experience Requested, stay Confirmed
Ask to confirm spa/tour so operations can roster.
Campaigns & newsletters
Shoulder-season suites
Email newsletter
Loyalty Member/Silver, last stay Checked out
Quoted, never arrived
Stay Cancelled or still Quoted after dates passed
Honeymoon / wedding return
Occasion Wedding or Honeymoon, Checked out ≥ 10 months
Quoted stay — the house’s abandoned cart
They asked for dates. Confirmation number exists. Status never became Confirmed. The spa is still Requested. That folio is a cart in the harbour.
A short confirm journey, then a human with a different room type if the suite went Confirmed for someone else.
Win-back · then scale
Cancelled / no-show, and Checked-out guests who have not been back for a season
Win-back keyed to occasion and market, not a blunt off-season percentage. A small house watches Quoted→Confirmed. A group with three properties watches which house leaks quotes — same Stay object.
Twenty-two keys stop guessing who was only browsing. A growing hospitality group still talks to a guest, not a booking engine ticket.
Small now: Inbox is WhatsApp, bookings in a spreadsheet.
Next: Folio + experiences + pre-arrival journeys — still one guest.
The pack adds Stay, Experience, loyalty/occasion/market fields and confirm/pre-arrival/thanks templates. It is not a PMS for room inventory accounting.
Education & coaching
Harborview Learning
A counselling desk the week a batch is about to fill.
Retail & e-commerce
Oak & Thread
A Gold shopper’s cart, a store hold, and 6pm expiry.
Automotive
Northline Motors
A Saturday drive board, a no-show, and a service due.
Professional services
Northbridge Advisory
A proposal that aged 11 days and a case on SLA.
Healthcare & clinics
Willow Lane Clinic
A front desk morning, a no-show, no chart in sight.
Fitness & wellness
Forge Athletic
A trial that attended, a class with two spots, a membership about to end.
Real estate
Ashford & Grey
A Sunday viewing, feedback on the card, and no offer.
Financial services
Pebble & Co Advisors
Documents pending, a review no-show, income band only.