Trips
Template Editable Widgets
Get Started Tip We are using an Invoice for this example, but this can be applied to any email template. For more details on creating templates review the documentation here: https://docs.trytess.com/automation/traveling-emails/ Information This ...
Convert To and From Groups
Convert a Standard Trip Into a Group Reservation Start with a standard trip you will be moving and a group trip you will move into. Click on the trip description in the standard trip to open it. Click here for more information on creating a group ...
Proposals
Getting Started Tip Building a proposal is very similar to building an itinerary in a Trip. If you are not familiar with itineraries, take a moment to review that section of the documentation here: https://docs.trytess.com/trips/itineraries/ ...
Group Trips
Group trips have all of the same features that standard trips have, so if you skipped the first three sections we recommend going back to review those first! You can think about Group Trips like a folder or binder to keep multiple trips bundled ...
Bookings and Invoices
Create a Booking In TESS you can have multiple bookings for a single trip. Click the Bookings Tab. Click Add Booking. Enter the booking number you received from your vendor. Enter the date the booking was created (today or in the past). Choose the ...
Itineraries
Add Flights Click Add Flight. Update Departure Date if needed. Enter the airline code and flight number. Airline codes are two or three letter codes that are easily found online. Some common airlines include: DL (Delta), AA (American), WN ...
Trip Basics
Start a Trip Click Trip Management. Click Trips to view your full list of trips. Click the green and white plus icon (+). Choose Regular Trip. Trip Types The trip type is used for reporting and can be used to trigger some types of automation. Don't ...