Trips help manage the trip planning process from start to finish efficiently and effectively. Trips are powerful tools designed to help advisors stay organized and on task. Integrations such as Direct Connect and Document Management allow users to save data entry time and send and store relevant documents.
Proactively create a trip at the client’s first call and schedule follow-up calls and appointments with Activities. Once the trip planning begins, capture details of reservations and produce a professional Trip Statement while tracking paid and unpaid balances. Use additional activities and dynamic Trip Actions to be reminded of a final payment date, document confirmation and other trip related items. When the client books, use Direct Connect to import reservation details eliminating manual entry. When the client returns home, get reminded to welcome the client home, document the client’s remarks and suggestions, and produce supplier statements for unpaid commission with additional trip actions.
Add a Trip
To add a new trip, click the + Add Trip button at the top right of the screen.
Enter General Trip information such as Trip Name, Advisor, Branch, and Target Travel Date.
Check off the appropriate box if Cancelled.
Select the Client Name from the dropdown menu. Clients will only show in your search results if you have already added them to your system. Learn how to add a client. We recommend that the client paying for the trip be the one associated with the trip.
Add multiple Destinations by clicking the + Add Destination button and selecting an option from the dropdown menu. Destinations can only be selected once. Learn more about Destinations.
Enter Tags. Tags are a way to identify something and use that identification to search in the future. Learn more about Tags.
The Linked Travelers section populates from travelers listed at the reservation level of this trip.
Add Trip Remarks and Advisor Remarks. Trip remarks are client facing, and will show at the bottom of the trip statement. Advisor remarks are internal and not client facing.
Click Save All at the top right corner of the screen.
Upon saving a new trip, a trip header is created displaying pertinent information including trip name, client, destinations, start date, advisor, trip total, and client balance.
Note: For clean searches, we suggest using consistent trip name formatting such as: Client Last Name/Destination/Month/Year. Example: Fisher Singapore June 2021.
Tips
- Trips are not required to be associated with a client or traveler. However, it is highly recommended. Trips without a client association will not show up in a search using the client name filter.
- The Target Trip Date is designed to help advisors be proactive by entering trips still in the inquiry or proposal stage. This is an optional field that should be used only if there is no trip start and end date at the time of trip creation.
- Travel Date can be filled in at the time of trip creation, but will be over-written by the earliest and latest Start/End Dates on reservations if left blank.