Tess For The Agent

The trip menu above shows the basic things you can do with your trips.

• From first contact with a client, a trip is started
• Add notes about each contact with the client that you can reference anytime you need them
• Upload documents like proposal, confirmations, electronic documents - backed up, secure, and available from anywhere
• Track bookings made with the wholesaler (land, excursions, travel insurance, etc)
• Send client Invoices and maintain an Invoice History - with your own custom Invoice template
• Add details to Invoice like Itinerary, Flight Information, Security
• Add Tasks so you remember to follow up on payments or book time sensitive details like meals and park passes
• The Timeline gives a complete audit trail of when the different events took place

• General Client Information
• Details include telephone, emails, reward programs, special dates, and client referrals
• Maintain passport information
• Tracking allows adding relationships to other clients and spending habits of client and family
• Trips is a list of all trips that include this client

• Your personal Dashboard shows your client's upcoming and in progress trips so you know what is happening right now
• My Tasks Due tells you what your most important issues are today
• The Sales Graph shows all bookings based on booking date so you always know how your business is doing
• Commissions Received shows all commissons received by month to help you manage your cash flow at a glance

• Projected Income: Do you know how much money you expect to make next month? This cash flow report that shows you the commission you should receive based on travel dates
• Commission Earned: Are you spending your time on the bookings that are most profitable for you? The Sales report lists each booking package price monthly based on booking date.
• Past Due: Have you been paid for all of your bookings? Quickly see your bookings that you have not received payment on based on the travel date.
• Charts: Pie charts of booking by Tour Operator and Trips by Country.

• Received: Record the commission check you receive from the wholesaler. From the statement you receive each booking will be associated to the check.
• Paid: If you have sub-agents working for you each time you pay them will be listed here.
• Due: If you pay agents or sub-agents
• Adjustments: Allows you to charge a agent or pay agent not associated to a booking

• A state of the art Email Template Builder is provided to build email templates
• Travel template is setup on the trip for each traveler
• Welcome home email is setup for each traveler in the trip
• Email triggers are setup throughout the application to send email templates

The data from Tess can be used for Metric like your bookings by Tour Operator or Trips by Country.