Client Experience Tracker

Track clients, travel experiences, deadlines, documents, and next actions

Active Clients

Waiting on Client

Upcoming Travel

Final Payment Due

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12 clients

BookedDeposit PaidActive

David Sauceda

David's 50th Birthday

Celebration Travel — Las Vegas - The Bellagio

Final payment

Oct 15, 2026

Dec 6, 2026 — Dec 9, 2026

BookedDeposit PaidActive

Dayzah Knight

Hazel's 60th Birthday Cruise

Cruise — Carnival Dream

Apr 10, 2027 — Apr 17, 2027

BookedPartially PaidActive

Final Payment Overdue

Deidre Carter-Briscoe & Norman Briscoe

Personal Carnival Miracle Western Caribbean Cruise

Cruise — Western Caribbean — Cozumel, Belize, Roatan, Montego Bay & Grand Cayman

Final payment due

Overdue: Aug 25, 2026

Nov 23, 2026 — Dec 3, 2026

Personal Booking

BookedDeposit PaidActive

Delmetria Williams

Hazel's 60th Birthday

Cruise — Carnival Dream

Apr 10, 2027 — Apr 17, 2027

BookedDeposit PaidActive

Evelyn Hawkins

Hazel's 60th Birthday

Cruise — Carnival Dream

Apr 10, 2027 — Apr 17, 2027

BookedDeposit PaidActive

Gregory Schexnayder

Hazel's 60th Birthday

Cruise — Carnival Dream

Apr 10, 2027 — Apr 17, 2027

BookedDeposit PaidActive

Hazel Asberry

Hazel's 60th Birthday Cruise

Cruise — Carnival Dream

Apr 10, 2027 — Apr 17, 2027

BookedDeposit PaidActive

Jor-Dan Denise Hawkins

Hazel's 60th Birthday

Cruise — Carnival Dream

Final Payment

Jan 5, 2027

Apr 10, 2027 — Apr 17, 2027

BookedDeposit PaidActive

Samora Hargrove

Hazel's 60th Birthday Cruise

Cruise — Galveston, Montego Bay, Grand Cayman, and Cozumel

Apr 10, 2027 — Apr 17, 2027

BookedDeposit PaidActive

Sheila Carter Watkins

Hazel's 60th Birthday

Cruise

Apr 10, 2027 — Apr 17, 2027

BookedDeposit PaidActive

Test Traveler

Test Anniversary Trip

Cruise — Eastern Caribbean

Review the Welcome Package

Overdue: Aug 12, 2026

Apr 10, 2027 — Apr 17, 2027

BookedDeposit PaidActive

Tyler Smith

Hazel's 60th Birthday

Cruise — Carnival Dream

Apr 10, 2027 — Apr 17, 2027