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Handling wave season like a pro: Tips for travel advisors

WRITTEN BY
Matt Byrd
PUBLISHED
November 6, 2024

As a travel advisor, you know that Wave Season—January through March—is one of the busiest times of the year. It’s when client inquiries surge, group bookings fill up, and the demand for personalized travel experiences reaches new peaks. For many travel advisors, it’s a high-stakes (and sometimes high-stress!) period filled with potential for growing both client relationships and revenue.

Preparing for Wave Season means more than just handling high client volume. It’s about having the right workflows, tools, and proactive strategies to keep everything organized and to ensure both you and your clients have a smooth experience.

Here are a few practical tips for making Wave Season as organized and stress-free as possible.

What is Wave Season?

Wave Season is the travel industry’s peak booking period, typically running from January to March. It’s especially crucial for travel advisors specializing in cruises, as many travelers take advantage of early deals and promotions on cruise vacations during this time. However, Wave Season often encompasses more than just cruises—it’s a prime time for clients planning vacations of all kinds.

For travel advisors, Wave Season means high demand, tight timelines, and opportunities to book large group trips. Preparing well in advance can help you handle this busy time with ease and efficiency, maximizing your bookings and growing your client base.

Set up workflows and find ways to save more time

The best way to thrive during Wave Season is to plan ahead. It's important to establish workflows and streamline your booking process well before the rush hits.

  • Outline your process: Take a look at each step in your booking process, from initial inquiry to final payment and identify areas where you can reduce manual work or automate tasks. A CRM for travel advisors, like TravelJoy, can help centralize client details, trip information, and payment schedules, ensuring you have everything you need in one place.
  • Revisit and create templates: Now is the perfect time to review and update your templates, whether they’re for general emails, itineraries, confirmations, or payment reminders. Freshen them up to make sure they’re on-brand and ready to be used repeatedly during the busy season.
  • Automate communications: Use automation to set up follow-up emails, payment reminders, and booking confirmations in advance. This saves time by ensuring that clients stay informed without needing constant manual follow-ups.

Streamline your invoicing and payment processes

Handling payments efficiently is essential during Wave Season. The more organized your invoicing process, the more time you’ll have to focus on client relationships and trip planning.

  • Centralize invoicing and payments: Using a payments platform for travel advisors, such as TravelJoy, enables you to track payments and organize invoices all in one place. Centralizing this process minimizes errors and saves you time during busy periods.
  • Prepare payment schedules in advance: Setting up and communicating payment schedules with clients at the beginning of your engagement ensures a steady cash flow and prevents last-minute payment issues. Clients appreciate knowing payment timelines, and it simplifies tracking payments on your end.

By planning ahead and staying organized with your payment system, you can deliver a seamless experience that helps you look professional while minimizing stress.

Manage group bookings efficiently

Wave Season is a fantastic time to promote and manage group bookings, as group trips often bring in higher ROI and allow you to maximize your efforts.

  • Create group booking pages: If you’re handling a large group trip, set up a group booking page where clients can select packages, complete forms, and pay deposits in one place. This organized setup simplifies the booking process for both you and your clients.
  • Centralize communication: Rather than juggling multiple channels, keep all group trip communication in one place. Using a CRM for travel advisors like TravelJoy can make this easy.
  • Track inventory: Using tools to manage room types, excursions, and other inventory options ensures no overbookings and eliminates last-minute adjustments. Clients will appreciate the smooth experience, and you’ll save time on coordinating details.

Re-engage past clients

Wave Season is also a perfect opportunity to re-engage past clients. Remind them of the memorable trips you’ve planned for them, and spark their interest in booking again.

  • Segment your client list: Use your CRM for travel agents to create segments based on past bookings, client interests, or favorite destinations. This way, you can send tailored emails and promotions to specific groups, making your outreach more relevant and effective.
  • Send personalized 1:1 emails: Reach out to clients individually to share exciting updates on new destinations, exclusive offers, or simply to check in. Personalized emails make clients feel valued and more likely to think of you for their next vacation.
  • Post on social media: Use social media to highlight trending destinations, special deals, and travel tips. Posting regularly keeps your business top of mind for clients and inspires them to plan a new adventure.

By re-engaging past clients, you strengthen your relationships and create more opportunities for bookings during Wave Season.

Focus on productivity and growth

Wave Season can be overwhelming, but with the right productivity habits, you can keep stress levels low and maximize your time.

  • Invest time in learning tools: Take advantage of quieter moments to master your tools. Attending TravelJoy 101 sessions or Office Hours can help you learn time-saving features and advanced tricks that allow you to scale during Wave Season.

By using smart productivity strategies, you can maintain a high level of service without burning out.

Conclusion

Wave Season is usually the busiest time of year for travel advisors, but with the right approach, it can also e the most rewarding. By planning ahead, organizing your workflows, and using tools like a CRM for travel advisors, you can handle the rush with ease and professionalism. Whether it’s re-engaging past clients, streamlining group bookings, or organizing payments, TravelJoy has the features to support you every step of the way.

Now’s the time to get game-ready and make the most of Wave Season. With TravelJoy as your trusted CRM, payments platform, and booking tool, you’ll be well-equipped to tackle the busy season and build lasting client relationships.

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