Define what ready means
Choose the requirements for the trip: intake, documents, payment, travel information or service-specific questions. Keep the list relevant to what the guest booked.
Guest preparation
See which guests still need to prepare.
Bring forms, waivers, payments and travel details into one preparation view for every departure.
Guest preparation14–21 June
| Guest | Profile | Waiver |
|---|---|---|
| MPMaya Patel | Incomplete | Signed |
| LMLeo Morgan | Complete | Required |
- 01
Book
Create the guest tasks
- 02
Complete
Forms, waivers and payment
- 03
Follow up
Only outstanding items
- 04
Arrive
A prepared guest and team
In a real operating workflow
A paid booking can still have missing arrival details.
Three days before a surf week, the team needs to know what is missing. Maya has paid and signed the waiver, but has not supplied her arrival time. Leo has supplied his travel details but still needs to sign. The next action should be specific to each person.
- Maya Patel
- PaymentComplete
- WaiverComplete
- Travel detailsArrival time missing
- Leo Morgan
- PaymentComplete
- WaiverSignature needed
- Travel detailsComplete
- Alex Rivera
- PaymentComplete
- WaiverComplete
- Travel detailsComplete
Illustrative guest records. Readiness follows your requirements for this departure.
How it works
Set it up for the way you operate.
See completion per guest
Review every participant separately, including group bookings. A paid reservation does not automatically mean all guest details are complete.
Prepare the final handover
Once the information is in, use it in the itinerary, host briefing, rooming list and pickup manifest. Your team starts the departure with useful details.
Marnie connects the routine steps
For each participant
Bring payment, form, document and travel completion together in the departure context.
When follow-up is due
Connect the guest to the requirement that remains incomplete, rather than resend every request.
Your team stays in control
What ready means
Choose the information, documents and payment steps required for the experience.
Which exceptions need a person
Review late travel changes, unusual requirements or guest questions before handing over the departure.
For the guest
What the guest sees.
Guests see specific tasks and useful resources through one link. They know what remains to do before arrival.
For your team
What your team sees.
Your team gets a departure-level view of missing information and can follow up by requirement rather than rechecking every guest record.
Part of the same operation
What happens around this step?
- Communications & automations
Automate confirmations, preparation requests, payment reminders and trip follow-ups around the guest’s booking and departure.
↗ - Digital waivers
Share activity documents, collect signatures and keep the signed version with the guest’s departure record.
↗ - Rooms & arrivals
Bring pickup times, room assignments and practical guest requirements into the handover your hosts actually use.
↗
Questions, answered
Practical questions about guest preparation
Is readiness the same for every trip?
No. A surf week, hiking departure and wellness retreat can require different information and documents.
Can this connect to automated messages?
Yes. Preparation requests and reminders use the trip’s timing and outstanding requirements.
Show us how
your business works.
We’ll show you how Marnie brings your bookings,
guests and team together.