Trip Suite
Documentation
Navigation Menu
Analytics Dashboard
ANALYTICS DASHBOARD
Review the Advisor Production Dashboard
In Trip Suite for Weekly, Monthly and Yearly data and projections.
CC Authorization for Bookings
CREDIT CARD AUTHORIZATIONS
Review the Credit Card Authorization Process
In Trip Suite for Bookings and Client Fees within a Trip.
Generate a Commission Invoice
COMMISSION INVOICE
Review how to generate a Supplier Invoice for a Past Due Commission in Trip Suite to email to a supplier.
Overview of Trip Suite
OVERVIEW of TRIP SUITE
Review the Dashboard, Trips, Bookings, Clients, Suppliers, Client Payments, Commissions and Statements, the features most used by advisors in Trip Suite.
PROCESSING CLIENTS FEES
Generate and Process Client Fees in Trip Suite for Travel Services.
Service Fees to Clients
Generate a Trip Statement
TRIP STATEMENTS
Review how to generate a Trip Statement in Trip Suite to email to a client.
Advisor Basics
Advisor Commissions
Claiming a Commission
Advisor Settings
Advisor Statement
Booking Basics
Add a Booking
Add a Booking Payment
Client Basics
Add a Client
Client - Trips, Notes, Forms, and Attachments
Client Groups
Corporate Clients
Client - Marketing
Supplier Basics
Add a New Supplier
Past Due Invoices
Suppliers
Trip Basics
Add A Trip