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Follow-ups

Run the enquiry pipeline with due dates and statuses until booked or lost — no leads left in limbo.

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Guests · Academy

What this section is

Follow-ups is the task/pipeline view on top of enquiries: who to call, what was quoted, and whether it converted. Owners use it for conversion; desk uses it as a daily call list.

In the owner dashboard

Open Follow-ups under Listing / Property after you claim a stay. Same vocabulary as Help Academy.

~8 min

Typical time to read this guide and complete the screen once for a small property.

Guests

Guest CRM (Customer Relationship Management): directory profiles, listing enquiries, and follow-up pipeline to booking.

Help cues

When to use it

Cue 1

Morning huddle — overdue callbacks.

Cue 2

Quote sent yesterday with no reply.

Cue 3

Measuring enquiry → booked conversion.

Do this

Step-by-step

  1. 1

    Open Follow-ups

    Guests → Follow-ups. Filter overdue / due today / open.

    India example: 3 overdue · 2 “quote sent” waiting · 1 VIP callback 17:00.
  2. 2

    Work each row

    Call or WhatsApp, update notes, set next reminder or status (quoted, negotiating, booked, lost).

    India example: Call Mehta wedding enquiry · still deciding · remind +2 days · status Quote sent.
  3. 3

    Convert or close

    On yes: New booking (correct source, often Direct/Phone) and mark Follow-up Booked. On no: mark Lost with a short reason for reports.

    India example: Booked Deluxe ×2 · source Phone · Follow-up Booked · guest profile linked.

Tips

Never leave “open” with no next date — that is how leads die. · Review lost reasons monthly (price, dates full, chose OTA — Online Travel Agency) to fix rates or replies.

Common mistakes

Marking Booked without creating the reservation — pipeline lies; room never blocked.

Staff training

Detailed examples

Full India-hotel scenarios — same structure as Help Academy. Follow on the live screen with your team.

Example 1: Clear overdue quotes before weekend

Setting

Friday 09:30 · 4 follow-ups overdue from mid-week enquiries.

Who is involved

Priya · Owner glance at conversion

Overdue rows are soft revenue. Call, then Booked or Lost — no eternal “open”.

# What staff do What they should see
1 Follow-ups → filter Overdue 4 rows.
2 Call #1–#2 · one books · one lost (chose MMT) Statuses Booked / Lost with reasons.
3 Reschedule #3–#4 with next dates Zero overdue by lunch.
End result: Pipeline honest; owner can trust conversion numbers.

Pricing unlock

Which plans include Follow-ups

Starter ✓
Growth ✓
Pro ✓
Business ✓

Full unlock matrix →

Guests & CRM

Related Guests & CRM

Enquiries Follow-ups Guest directory

Getting started map → Help Academy → Abbreviations → Features →

Ready to set this up?

Claim your listing, open Follow-ups in the owner dashboard, then continue Setup order.

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About us

findmystay.in

FindMyStay.in

Public stay directory and owner tools for hotels, resorts, villas, and homestays across India.

We help independent properties get found online — then claim their listing and run front desk, GST billing, enquiries, and day-to-day ops from one professional owner dashboard. Guests search by stay type and place; owners keep their brand, rates, and guest relationship without needing a chain IT team. From hill stations and temple towns to beach belts and metro business stays, FindMyStay.in covers destinations across North, East, West, and South India. Start with a public listing, follow the setup order, and grow into plan-based tools when you are ready — read our full story, see how owners use the platform, or write to us anytime.

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