The Client Itinerary is a dynamic tool that consolidates all the details of a trip for your client in one organized view. Essentially, it’s a single source of truth for your client, letting them see everything about their trip in a professional and easy-to-read format all on their phone or computer.
In this module, WOW your Clients!, you are learning to master the following skills:
- How the Client Itinerary works
- How to enhance the Client Itinerary with images
- How to send a link to your Clients
🚀 Choose Your Training Method
Select the method that suits your learning style:
- New User Checklist: An in-app 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.
- 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
WOW your Clients!
- Client Itinerary - The Tres Client Itinerary makes sending beautiful and detailed trip itineraries a breeze!
Ready to move to the next module? Click the link below to access Module 6.
Need a Refresher? Click the link below to access Modules 1, 2, 3, or 4.
💡Related Articles:
Tres Training Program Overview
Tres Training Program for the New Advisor - Module 1: Client Essentials: Client & Traveler Profiles
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 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.