Files should focus on a specific inquiry. Avoid generic names tied to a client, year, or place. Use unique trip details instead.

Do:

• ✅ "West x 5, Italy, July 2026"
• ✅ "West x 7, France, August 2027" (for the same clients booking another trip).

Don't:

• ❌"West Family Trips"
• ❌"All Japan Trips"
• ❌"All 2027 Trips"

Include Surname, Year, Location, and Number of Guests

To make your Files easy to locate and understand at a glance, include the following:

• Surname: Last name of main traveler(s).
• Year: Travel year.
• Location: Destination.
• Guests: Total travelers.

Do:

• ✅ "Jessica Laughlin x 2, Maldives, January 2025"

Don't:

• ❌ "Eric from Travel Con sometime in 2026"
• ❌ "Email received Jan 1st about honeymoon"
• ❌ "Referral from Greg with around 10 people"

Use Internal File Notes

File titles should remain concise and easy to read. Use Internal File Notes to include supplementary information that isn’t necessary at a glance but may be useful later for searching.

Do:

• ✅ File Name: "Smith x 7, India, Feb 2026"
• ✅ Internal File Notes: guided, repeat, multi-gen, family, multigenerational, active

Don't:

• ❌ File Name: "Smith x 7, India, Feb 2026, repeat client, family trip, multi-generational, active"