Advisor Trainings
- Advisor: Navigation Menu and Dashboards
- Advisor: Traveler and Client Profiles; New Client/Traveler Form
- Advisor: Trips and Reservations
- Advisor: Payments and Trip Payment Authorization
- Advisor: Trip Statement and Client Itinerary
- Advisor: Action Plans and Email Templates
Back Office Trainings
- Back Office: Client, Traveler, Other, Supplier and Advisor Profiles
- Back Office: Supplier Payments
- Back Office: Bank Management
- Back Office: Advisor Pay Reconciliation
- Back Office: Agency Credit Card Reconciliation
- Back Office: Commission Pay Reconciliation