The Travel Agent Guide

Setting expectations for these videos

MAKE SURE TO WATCH THIS: The Travel Byrds Package

Inputting Sales into TPI Suitcase (We do this for you!)

Adding in Client Details

Adding Emails after Portal Tasks are Complete

Client Requests to Update Credit Card

Change the Client's Insurance Answer

Adding Additional Clients After Portal Tasks are Complete

Taking Final Payment & Finalizing the Itinerary

Resending Client the Invoice After you have "activated" the individual bookings

If your client's trip date is causing the automated emails not to send (clients traveling within 60 days of booking)

When a DMC Requests Accounting Information (Invoice, W9, Wire Details, etc)

What if a group wants to split payments?

Group Trips in TESS

~30 Days Before Departure

~2 Weeks Before Departure

Farewell Call Example #1

Farewell Call Example #2

TESS Dashboard

How to track commission BOOKED (aka - how close am I to meeting my monthly/yearly goal?)

Projected Income (estimating how much you'll get paid!)

Past Due Commissions + What you have been paid

Custom Reports