Live Training

Join us in a live webinar to learn more about TESS!

Click the links to register for a session.

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