G'day! As your friendly support team member here at Tourism Accelerator, I'm absolutely delighted to help you get the most out of our platform. Today, we're going to take a lovely little tour of the "View Clients Guide" feature. It's a fantastic way to keep all your important client organisations neatly organised and right at your fingertips.
Don't worry, it's simple! Think of me as your helpful guide, walking you through each step. Let's dive in!
What This Does
Imagine having a super organised, digital address book specifically for all the businesses you work with – that's exactly what the "View Clients" feature does for your tourism business! It's your central hub for seeing all the client organisations you've partnered with, collaborated with, or simply want to keep track of.
Why is this so handy? Well, in the busy world of tourism, you're constantly connecting with other businesses – whether they're local tour operators, accommodation providers, marketing agencies, or even corporate clients. This feature lets you:
Keep track of everyone: No more scrambling through notes or spreadsheets trying to remember who's who. All your client organisations are in one easy-to-find place.
Stay organised and efficient: When you need to quickly look up a partner's details before a call or meeting, it's all right there. This saves you precious time and keeps your operations running smoothly.
Strengthen your relationships: By having a clear overview of your client base, you can better understand your network, spot opportunities for growth, and ensure you're nurturing those valuable connections.
It’s all about making your life easier and helping your tourism business flourish by keeping your important partnerships well-managed.
How to Get There
Getting to your list of client organisations is super straightforward! You’ll be there in just a couple of clicks from your main dashboard.
Here's how:
First things first, make sure you're logged into your Tourism Accelerator account.
Once you're on your main dashboard, look over to the left-hand side of your screen. You'll see a menu with different options.
Find the option that says Clients. Give that a friendly click!
From the small sub-menu that appears, simply choose View Organisations.
And just like that, you'll be on your way to seeing all your lovely client organisations!
Alternatively, if you prefer a direct route, you can often go straight to: https://launchpad.tourismaccelerator.com.au/clients/organisations (just ensure you're logged in first!)
Step-by-Step Guide
Alright, you've made it to the "View Organisations" page – fantastic! Now, let me show you what you'll see and how you can interact with your client list.
See Your List: As soon as the page loads, you'll see a clear list of all the client organisations you've added to your Tourism Accelerator account. Each organisation will usually have a row dedicated to it, showing key details like its name, a primary contact, and perhaps when it was last updated or created.
Quickly Find What You Need (Search): Got a lot of clients? No worries at all! At the top of your list, you'll spot a Search bar. If you're looking for a specific organisation, just start typing its name (or even part of its name) into this bar. The list will instantly filter itself to show you only the matching results. It's a real time-saver!
Organise Your View (Sort): Sometimes you might want to see your clients in a particular order. Look for column headers (like "Organisation Name," "Primary Contact," "Date Added"). You can often click on these headers to sort your list. For example, clicking "Organisation Name" might sort your clients alphabetically from A to Z. Click it again, and it might reverse the order (Z to A). Play around with it to find your favourite way to view your clients!
Dive Deeper (View Details): To see all the nitty-gritty details about a particular client organisation, simply click on its name in the list. This will take you to a dedicated page for that client, where you can see their full profile, contact information, notes, and any associated activities. We'll cover editing and adding clients in another guide, but for now, just know that clicking on a client's name is your gateway to their complete story!
See? I told you it was simple! You're already a pro at navigating your client list.
What You Can Do
With the "View Clients" feature, you've got some really powerful capabilities at your fingertips to help manage your business relationships:
See all your client organisations in one central spot: No more scattered information! Every client is accounted for.
Search for specific clients instantly: Need details for "Adventure Tours Australia"? Just type it in and find it in a flash.
Sort your client list: Organise your clients alphabetically, by when they were added, or by other helpful criteria to suit your needs.
Get a quick overview: At a glance, you can see the names of your clients and often a primary contact person, giving you an immediate understanding of your network.
Access full client profiles: With a simple click, you can dive into the comprehensive details of any client organisation, including all their contact information and any notes you've made.
Identify gaps or opportunities: By reviewing your list, you might spot clients you haven't engaged with recently or identify types of organisations you'd like to partner with more.
Tips to Get the Most Out Of This
To truly make this feature work wonders for your tourism business, here are a few friendly tips from your support team:
Keep it Up-to-Date: This is probably the most important tip! Regularly check your client list to make sure all the information is current. Has a primary contact changed? Has their phone number been updated? Keeping accurate records ensures your communications are always on point. (We'll show you how to edit client details in another handy guide!)
Use the Search Before a Call: Before you make a call or head into a meeting with a client, quickly use the search bar to pull up their details. This helps you refresh your memory, ensures you have the correct contact information, and makes you look super organised and prepared!
Review Regularly: Make it a habit to glance over your client list every now and then. This helps you stay aware of your partnerships, remember who you're working with, and even spark ideas for new collaborations or follow-ups.
Consider Your Client Types: While the "View Clients" list shows everyone, you might mentally group your clients (e.g., "tour operators," "accommodation partners," "marketing agencies"). This mental segmentation can help you think strategically about your network.
Think About Follow-Ups: As you scroll through your clients, you might realise it's been a while since you last touched base with someone. Use this as a friendly reminder to reach out and strengthen those valuable relationships.
Use it as a Reference Point: Whether you're planning a new marketing campaign or looking for a local partner for a new package, your client list is an excellent first stop for ideas and existing connections.
Need More Help?
We really hope this guide has been super helpful in showing you how to view your client organisations and why it's such a valuable tool for your tourism business!
If you've got any questions at all, or if you get a little stuck, please don't hesitate to reach out to our friendly support team. We're always here to help you make the most of Tourism Accelerator. You can find our contact details on our main support page. We're just a message or a call away!
⭐ Requires: Professional, Premium, Enterprise