Advisor Trainings
- Differences between ClientBase Online and Tres
- Differences between ClientBase Windows and Tres
- Advisor: Navigation Menu and Dashboards
- Advisor: Client & Traveler Profiles, New Client/Traveler Form and Quick Add Client and Traveler
- Advisor: Trips and Reservations & Quick Add Trip and Reservation
- Advisor: Cruise Import, AI Reservation Import and Direct Connect
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