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
- Advisor: Cruise Import, AI Reservation Import and Direct Connect
- Advisor: Payments and Trip Payment Authorization
- Advisor: Trip Statement and Client Itinerary
- Advisor: Actions and Action Plans
- Advisor: Templates: Email and Document Acknowledgement
- Advisor: Views and Reports