Print booking-software demo and migration checklists

A printable working pack for a supplier demonstration and migration review.

Tick items as you gather evidence. Checkmarks are not saved or sent anywhere. Print or save as PDF if you want to retain your working copy.

Trial scorecard

Define mandatory pass conditions before the demo.Use fictitious guests and a permitted test environment.Create a public departure and a private resource conflict.Amend, cancel and refund a booking.Repeat the task with ordinary staff permissions.Export the resulting reservation and transaction records.Record each result as pass, fail or unresolved, with evidence.

Migration checklist

List future bookings, balances, vouchers and channel identifiers.Agree data handling and test a representative sample import.Reconcile reservation status and financial amounts separately.Nominate the authoritative inventory system during cutover.Schedule website, channel and staff changes in a written sequence.Define a rollback checkpoint and responsible operator.Train staff and verify customer messages before live sales.

Demonstration questions

Which plan, role and configuration is being demonstrated?Which steps require supplier assistance?What happens when a channel update fails?What is included in onboarding and support?Can we see a sample export and settlement report?

Channel requirements

List product options, languages, start times and cut-offs.Identify the source of truth for availability.Test amendment and cancellation ownership.Confirm guest-field mapping and message responsibility.Agree failure alerts and escalation contacts.

Total-cost prompts

Confirm currency, tax and billing cadence.Define the sales base for each percentage charge.Separate subscription, payments and distribution costs.Check refund, chargeback and cancellation treatment.Add implementation, hardware, training and exit costs.