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Trip Suite
Documentation
AIR FEES DESKGUIDE
Review the AIR FEE process of charging client fees in Trip Suite.
ANALYTICS DASHBOARD DESKGUIDE
Review the Advisor Production Dashboard in Trip Suite for Weekly, Monthly and Yearly data and projections.
CLIENT INVOICING OF FEES
Review the Process for Creating Client Fee Invoices to send to the Client for Payment.
CREDIT CARD AUTHORIZATIONS FOR BOOKINGS
Review the Credit Card Authorization Process in Trip Suite for Bookings and Client Fees within a Trip.
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.
SUPPLIER COMMISSION INVOICE
Review how to generate a Supplier Invoice for a Past Due Commission in Trip Suite to email to the supplier.
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 - Marketing
Client - Trips, Notes, Forms, and Attachments
Client Groups
Corporate Clients
Client Forms
Supplier Basics
Add a New Supplier
Past Due Invoices
Suppliers
Trip Basics
Add A Trip