| Type | Name | Options | Search Terms | Additional Notes |
|---|---|---|---|---|
Flights | Delta,SouthWest | Search Personal and Professional Inboxes for "boarding pass" | It looks like my client flies with SouthWest when traveling to Texas but flies Delta on most other trips. | |
Flights | LaGuardia, JFK | Search Personal and Professional Inboxes for "boarding pass" | ||
Flights | Yes | Search Personal and Professional Inboxes for "boarding pass" and look for the TSA Pre✔️logo | I saw that my client has TSA Pre✔️so I asked for his known traveler number since I could not find it directly in his email | |
Flights | Vegetarian Option | |||
Transportation | Uber | Search Personal and Professional Inboxes for "Uber Receipts" and "Lyft Ride Receipt" | My client tends to Book UberX and UberBLACK services for car transportation | |
Transportation | Hertz | Search Personal and Professional Inboxes for "rental car", "Enterprise", "Budget", "Alamo" and "Hertz" | Automatic, unless it's not available in the location | |
Activity | $$$ on Yelp | |||
Activity | Local coffee shops, lunch with friends in the city | |||