TRC: The Resort Club · Booking & Member Migration

The Resort Club moved booking and member administration from its previous system into Make and Pipedrive. Bookings now update member points and prepare documents automatically, with customer care work tracked alongside them.

What was built

• Member bookings create sales records and move through the relevant stages in Pipedrive.
• Completed bookings automatically deduct the points used from a member’s balance.
• Booking confirmations, envelopes, and club cards are prepared from the saved details.
• Customer care work has its own stages, with recent contact marked for six months.
• Alerts flag interrupted bookings or document preparation so the team can respond.