Tres improves efficiency by centralizing trip management, reservations, and client payments in one connected system, reducing duplicate data entry and manual tracking.
Trips help manage the travel planning process from start to finish, keeping everything organized and efficient. They are powerful tools designed to help advisors stay on track and manage every detail in one place.
Reservations are the individual supplier bookings that make up a trip. Each reservation includes its own confirmation number, pricing details, and supplier information.
Once reservations are added, send a Trip Payment Authorization to your client to collect credit card details and document the Payment made to suppliers to ensure accurate tracking and reporting.
Once you’ve learned the trip and reservation 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, The Booking Lifecycle, you are learning to master the following Trip and Reservation skills:
- How to create a Trip
- How to add Reservations
- How to add a Payment
- How to create and send a Trip Payment authorization to your client
- Reservation Efficiencies!
- Quick Add Trip and Reservation
- Direct Connect
- Cruise Itinerary Import
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Hotel Import powered by AI
🚀 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
Explore our comprehensive articles to deepen your understanding:
- Trips – Create an electronic file folder to store reservation details and track client payments.
- Reservations – Add reservation details for each component of the trip.
- Payments – As payments are made towards a reservation, track them in Tres.
- Trip Payment Authorizations - Authorizations verify that using a client's credit card is authorized by the client.
- Trip Statement – Send your client’s a document that shows their reservation details, payments made, amount due and a payment schedule.
- Quick Add - Quickly add a new Trip and Reservation.
- Direct Connect -Save time by importing reservation details from booking sites.
- Cruise Itinerary Import - Quickly import cruise itineraries into a reservation to streamline workflow and minimize manual entry mistakes.
- AI Reservation Import - For hotel reservations, drag and drop the hotel confirmation into Tres to allow AI to automatically create the reservation. This automation reduces manual data entry, minimizes errors, and improves efficiency.
Ready to move to the next module? Click the link below to access Module 3.
Need a Refresher? Click the link below to access Module 2.
💡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 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.