Introduction to TESS

In this session, we give an overview of the system for agencies who are new or are considering trying TESS.

We cover the basics including:

• A high-level overview of the system
• Setting up your account
• Creating and importing clients
• Creating trips
• Adding bookings and sending invoices
• Adding and using Itemization

Registration URL: https://attendee.gotowebinar.com/rt/8552638456640023554

TESS Training: Proposals and Itineraries

In this session we will:

• Create a Proposal
• Convert a Proposal to a Trip
• Send Client Portal Tasks
• Add Bookings and Invoice
• Build and Send Itineraries
• Add an Existing Trip Extension

Registration URL: https://attendee.gotowebinar.com/rt/7227776423193040642

TESS Training: Trip Extensions and Email Templates

In this session we will:

• Copy and modify an existing traveling email
• Build a Trip Extension
• Build an Extension for Happy Birthday and Happy Anniversary
• Build an email template from scratch

Registration URL: https://attendee.gotowebinar.com/rt/1544286470010006786

TESS Training: Client Portals and Email Marketing

In this session we will:

• Learn what the Client Portal is
• Send the client a Client Portal Activation
• View a client's Portal from the Client Profile
• Share documents with the client
• Build a marketing email
• Setup a referral group and add clients
• Send an Email Marketing Campaign

Registration URL: https://attendee.gotowebinar.com/rt/8222364954865714946