ClientBase WebEx Training
ClientBase Windows (CBW)
**ALL CLASS TIMES ARE PACIFIC TIME ZONE.
CBW: Q & A Sessions Click for Dates/Times
Just "drop-in" anytime during any one of these one hour Q & A session - No need to be pre-registered. You may stay for as long (or short) as you wish. Please check the schedule since exceptions may apply.
CBW: Getting Started Click for Dates/Times
- General Overview (for Frontline Agents, Managers and Owners)
CBW: Agency Database Administrators Click for Dates/Times
- Setting Up to Invoice from Res Cards
- Setting Up Res Card Defaults
- Customizing Res Card Trip Documents
- Setting Up Live Connect for Agency Use
- Enhancement Review (offered after a new release)
CBW: Frontline Agents Click for Dates/Times
- ClientBase Basics: Profiles, Merge to PNR and Marketing Codes
- ClientBase Basics: Using Res Cards and Reminders (Part 1)
- Advanced Profiles
- Using ClientBase to Communicate with Customers: Merge to Document Template, Merge to Label, and Merge to E-mail
- Using Activity Manager to Organize Your Day
- Using Res Cards (Part 2) for Invoices, Itineraries & Trip Statements
- Using Res Cards (Part 3) Advanced Skills
- Using Queries to Increase Sales on the Agent Level
- Using Live Connect to Arrange Travel: Reservations, Insurance, and Foreign Currency Purchase
- Inventory Manager Overview and Set Up
- Inventory Manager: Using Res Cards to Pull from Inventory
- Accessing Profiles and Merging to a PNR in the Sabre Red Workspace
- Using Reports to Manage, Market, & Understand Your Database
- Query and Print Labels and Letters
- Using Blast E-mail
CBW: Specialized Classes Click for Dates/Times
- ClientBase & Trams Back Office: Automate Your Trams Procedures
- Enhanced Group Management for Trams Back Office and ClientBase
- How to Download and Update Trams Back Office (or ClientBase), Use of Knowledge Base and Help Files, and Trams Crystal Reports
ClientBase Browser (CBB) and ClientBase Online (CBO) Classes
- CBB/CBO: Q & A Session
Just "drop-in" anytime during any one of these one hour Q&A session - No need to be pre-registered. You may stay for as long (or short) as you wish. Please check the schedule since exceptions may apply. - CBB/CBO: Getting Started with the Basics - Overview
- CBB/CBO: Accelerated Basics: Profiles, Merge to PNR and Marketing Codes
- CBB/CBO: Accelerated Basics: Reminders and Res Cards
- CBB/CBO: Using Res Cards for Invoices/Itins /Trip Proposal
- CBO: ClientBase Online: Setup
If you require assistance with getting started, importing profiles from another source, or our QuickStart Training Program please contact: training@trams.com.
For additional information or assistance on any features including:
- Setting Up User Logins and Permissions
- Setting Up Global Defaults
- Dupe Check
- Global Modify
- Case Converter
- Backup/Restore
- ClientBase Browser
- ClientBase Online
Please attend a daily Q&A class or contact:
Implementation:
Implementation@trams.com
Support - support@trams.com
Enroll or Join ClientBase Windows, Browser, and Online Classes Here
Click here to print out a suggested class order for ClientBase
Click here to print out a suggested class order for ClientBase Browser and ClientBase Online
More information!
Virtual Training
Schedule virtual training for agency.
For more information, email us!
training@trams.com