Branding is more important than ever these days, and helps market your business and set it apart. We understand the importance of your logo and colors, and reflect that in your Client Itinerary. Set up your branding preferences at the agency, branch or individual advisor level (outlined below).
Communications such as phone and email will be associated to the advisor at the trip level. The icons will not be displayed if a phone or email is not available. The traveler will access the icons to make a phone call or send an email to their Advisor by clicking on the 3 dots icon in the bottom right corner of their mobile device’s screen.
Branding Hierarchy
By hierarchy, the system will first look for an associated Advisor and use the Advisor branding. If the Advisor profile has no branding or an Advisor is not associated with the trip, then the system will look for an associated Branch and use the Branch branding. If the Branch profile has no branding or a Branch is not associated with the trip, then the system will use the Agency branding.
On the All Trip Itineraries screen, the system will first look for an Advisor associated at the Client profile level and display the branding if applicable. On the individual Trip Itinerary screen, the system will look for an Advisor association at the Trip level and display the branding if exists. Note: hierarchy mentioned above will apply if there is no advisor associated with the trip or the advisor does not have branding set up (i.e. no logo uploaded or no primary color selected).
Agency Level Branding
Agency level branding is set up under Agency Settings in Settings. Upload an agency logo and select a primary color that will be used in the Client Itinerary. This information will be used in the itinerary by default. Learn more about setting up agency branding.
Branch Level Branding
Branch level branding is set up under Branches in Settings. Upload a branch logo and select a primary color that will be used in the Client Itinerary. This information will be used in the itinerary if a Branch is the primary association for a Trip. (example: there is no Advisor associated with the Trip or the advisor associated does not have branding, then Tres will default to the associated Branch and display.) Learn more about branches.
The system will use the agency level branding if the branch selected does not have a logo or primary color selected.
Advisor Level Branding
Advisor level branding is set up under Advisor Profiles in Advisors. Upload an advisor logo, headshot, and select a primary color that will be used in the Client Itinerary. Learn more about advisor branding.
The system will use the branch level branding if there is no advisor selected, or the advisor selected does not have a logo or primary color selected. If there is no branch selected, or the branch has no logo or primary color selected, the agency level branding will be used.