In many agencies client information is stored in many different locations. With Tres, you now have a tool that centralizes all client data into a single location, and makes that information accessible to everyone via a client profile.
Once you’ve learned profile basics, explore the efficiency features available to you. Please note: these features are enabled at the agency level. If you do not see them in your database, contact your manager or database administrator.
In this module, Client Essentials: Client & Traveler Profiles, you are learning to master the following Profile skills:
- How to search for profiles
- Create Client and Traveler Profile and complete key profile fields
- Update existing profiles
- Profile Efficiencies!
- New Client and Traveler form
- Quick Add Client and Traveler
🚀 Choose your Learning Method
Select the method that suits your learning style:
- New User Checklist: An in-program guide that walks you through essential tasks.
- Live Training Sessions: Join scheduled classes and Q&A sessions. View and Register for Classes
- Knowledge Base Articles: Detailed articles to read and follow along within Tres.
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Training recordings for those who prefer to learn visually and at their own pace.
🧭 In-Tres Guidance:
Look for the ‘Guide Me’ button in certain areas of the program. It provides step-by-step assistance for various features within Tres.
📚 Knowledge Base Articles
Explore our comprehensive articles to deepen your understanding:
Learning the Basics!
- Clients – Either Personal or Corporate, create a Client Profile to track trip and payment history.
- Travelers – Store personal details about each Traveler such as date of birth, credit / loyalty card information, passport details and more!
- New Client/Traveler Form –Quickly and efficiently collect traveler and client information by sending clients a unique URL where they can securely enter details such as contact numbers, credit card and loyalty program information, passport details, addresses, and more. Once submitted, the form automatically creates the traveler and/or client profiles in Tres.
- Quick Add Client/Traveler - Quickly add a new Client and Traveler simultaneously.
Ready to move to the next module? Click the link below to access to Module 2.
💡Related Articles:
Tres Training Program Overview
Tres Training Program for the New Advisor - Module 3: Stay Organized!
Tres Training Program for the New Advisor - Module 4: Save time and be Efficient!
Tres Training Program for the New Advisor - Module 5: WOW your Clients!
Tres Training Program for the New Advisor - Module 6: Your Data, Your Way!
Tres Training Program for the New Advisor - Module 7: Track your Performance!
We’re excited to have you on board and are committed to supporting your journey with Tres. For additional assistance, don’t hesitate to join a live chat session with our experienced support staff by by clicking on the red Chat button in the lower right of this screen or email support@trestechnologies.com.