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Trip Basics

Start a Trip

  1. Click Trip Management.
  2. Click Trips to view your full list of trips.
  3. Click the green and white plus icon (+).
  4. Choose Regular Trip.


Trip Types

The trip type is used for reporting and can be used to trigger some types of automation. Don't worry; you can change it later!

Trip Start and End Dates

These dates encompass the entire trip, even if some bookings will only be for a portion of the trip.

Trip Description

Use a description that will make it easy to find your trip in a list, and easy to reconcile commissions if the booking numbers do not match. Something like "Jones Disney Cruise 2018".


  1. Click Add Traveler.
  2. Choose Primary or Secondary; you can have multiple of each. The primary traveler is responsible for payments and invoices.
  3. Enter the client name. TESS will search your client and leads list to populate the information.
  4. If TESS cannot find the traveler click "Create a new one" and fill out the form.
  5. Click "Save".



TESS can store any documents related to this trip. Click the Documents tab, drag and drop a file inside the dotted lines or click "Add Document" to browse for files.
Be sure to click "Upload all"!
Because TESS is available everywhere, you will always have access to these documents and never need to worry about backing them up!


Go to the Notes tab to enter notes related to this trip. This can replace paper notebooks or other ways to track information. It is particularly helpful if you have a partner or agency owner who may need to to help your clients when you are on vacation yourself!


In the Trip Extensions section, you can learn how to automate tasks, but you can also create tasks manually from the Tasks tab.
Click "Add Task" to get started. These are tasks for you; your client will not see them.

  1. Enter a task subject.
  2. Enter the due date.
  3. Enter the number of days before the due date that you would like to receive a reminder.
  4. Enter more details in the description (optional).
  5. Enter the task type (General or Payment Due).
  6. Click Save.



As you have been making changes, TESS has been keeping track of everything for you! You can see when changes were made and who made them, making it very easy to review what has happened on a trip.