Search one day Search one week Search by agent Search by date range Select feature will filter your search Activities Manager

Search reservation cycle such as leads Search by agent Res Card Manager

Manage group space for air, hotel, cruise, tour, rail, misc Inventory Manager

Store Internet sites for easy access Internet manager is useful when working in profiles Internet Manager

Use “all passengers” for your look-up Build a new profile using the key tabs Profile Manager

Begin by using the key tabs Enter general info data under the general info tab Profile Manager – New Leisure Profile

Profile Manager

Important to track for marketing purposes Importance of salutation field Profile Manager – Referred By

Free-flow area to make notes about the person Remarks

Agency chooses which fields to make mandatory Marketing

Has new importance because of TSA rules Use remarks for stating legal names or variation on names Individual family member profiles have tabs to store data that only applies to that family member Family Members

Display all activity associated with that profile Activities Tab

Helps you see what a customer has done with you and helps you determine their value to you Lists total sales and commissions earned Use it for custom queries Travel History Tab

Display all res cards associated to that profile Use it for custom queries Cards Tab

Display all res cards associated to that profile View the status of each res card Res Card Tab

Use this tab to view the client’s form of payment on an invoice Payment History Tab

Keep copies of supplier confirmation, invoices, flyers, Word documents, passports Scan and save to your desktop Attachments Tab

Attachments

Res Card Remarks Use this tab for remarks needed on every res card for that person Enter reservation cycle Enter marketing source Enter notes such as quotes to hand or send a client

Enter notes on subsequent follow-ups on the res card To be later used with Activities Manager Use set alarm feature for constant reminders Reminders

Make Reservations Using LiveConnect Pull profile data into supplier booking engine Pull reservation data from the supplier booking engine back into res card using import a reservation

The importance of displaying component information is to learn how many times you book a particular hotel property Res Card Displays All Components of Reservation

Create the Invoice for Res Card

Invoice to the Customer

Copy and paste s to a customer, as an example of using res card activities Use res card activities to track activities associated with that res cards as opposed to general activities manage Res Card Activities

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