Planners
Articles for Planners on the Hopskip platform
By Sean and 1 other2 authors21 articles
- Client Profiles GuideCreate centralized profiles for your repeat clients to store preferences, contacts, documents, and branding.
- Editing Your RFP After It's Been SentWhat planners need to know about editing a previously sent RFP!
- Updating Dates, Adding Hotels, and Removing Hotels on a Sent RFPCommon questions about making changes to an RFP that's already been sent — including updating dates, adding hotels, and what to do when you can't remove a hotel.
- Reviewing & Navigating Your Proposal DetailsView the details of your proposal, including financials, contract terms, and more.
- Setting Hotel Preferences in Your RFPSpecify your hotel criteria in your RFP to communicate to your industry contacts.
- RFP Dashboard OverviewGet to know the key areas of your RFP Dashboard so you can stay on top of every proposal, message, and deadline.
- Hotel's Hopskip Experience InsightLearn how hotels access, review, and respond to RFPs on Hopskip- this guide walks you through the RFP process from a hotelier's perspective.
- Awarding The Booking (Contracting to Contract Signed)How Planners award the booking to a hotel's submitted proposal and completing next steps to finalize the RFP
- Messaging Feature and Bulk Messaging
- Tracking Sent RFPsThe Proposal Tracker provides a real-time view of hotel responses to your RFP to help you monitor progress!
- Planner Toolbox — Complete GuideSave your standard questions, concessions, contract clauses, and industry contacts once — they auto-populate on every new RFP you create.
- Adding, Assigning, and Managing RFP ContactsLearn how to add and manage contacts in your RFPs, so the right people receive your requests and can support your sourcing process.
- Building The RFPAn overview of the Request Builder tabs that you complete to create and send a comprehensive RFP to hotels and industry contacts.
- Creating RFPs - New, Template, DuplicateA guide to creating your RFP from scratch, a template, or a duplicate
- Updating Your Sent RFPHow to update an RFP that you've already sent and what happens after!
- Adding your NSOs, GSOs, and DMOs to your Planner ToolboxLearn how to add and manage key industry contacts in your Planner toolbox to streamline future RFPs and enhance proposal support.
- Creating Hotel NotesLearn to create and manage private or team-shared hotel notes across the platform.
- How to Assign Industry Contacts to Specific Hotels on an RFPAssign specific industry contacts to support specific hotels requested in your RFPs
- Contracting to Contract Signed FAQAnswers to the most common planner questions when awarding the bid — including off-platform hotels, accidentally declined proposals, downloading attachments, and more.
- Allowing Hotels to Propose Alternate Dates on Your RFPA guide for planners on how to enable alternate dates, configure date patterns, and update settings after your RFP has already been sent.
- Searching For Hotels: Complete GuideHopskip's hotel search platform offers time-saving features to help event planners and contacts find the perfect venue. Your location-based search includes robust filters, sorting options, and hotel insights.