Course curriculum

    1. Setting expectations for these videos

    2. MAKE SURE TO WATCH THIS: The Travel Byrds Package

    3. Adding in Client Details

    4. Adding Emails after Portal Tasks are Complete

    5. Client Requests to Update Credit Card

    6. Change the Client's Insurance Answer

    7. Adding Additional Clients After Portal Tasks are Complete

    8. Taking Final Payment & Finalizing the Itinerary

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

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

    11. What if a group wants to split payments?

    12. Group Trips in TESS

    13. ~30 Days Before Departure

    14. ~2 Weeks Before Departure

    15. Farewell Call Example #1

    16. Farewell Call Example #2

    17. TESS Dashboard

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

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

    20. Past Due Commissions + What you have been paid

    21. Custom Reports

About this course

  • Free
  • 21 lessons
  • 3 hours of video content

Discover your potential, starting today