TRAMS Summer Camp 2007

Get started with TRAMS Back Office in this four hour training session covering the basics of TBO. Find out how to use the Menu and Query Functions as well as make basic entries. This class is designed to provide a working knowledge of the program so you can profit from the other TBO classes offered at Summer Camp.

Covered in class:
— Profile Basics
— Invoice Basics
— Payment Basics
— Daily Routine/Weekly Routine/Monthly Routine Overview
— Core Reports

Suggested for: Beginner
Instructor: Helen Lewis
Track: TRAMS Back Office Fundamentals

This class is designed for brand new ClientBase users to provide a working knowledge of the program so that you can profit from the other ClientBase classes offered at Summer Camp: 

Covered in class:
— Review of ClientBase main screen
— In-Depth Review of ClientBase Profile
— Using the Profile Managers to Manage Your Profiles
— Putting Your Profiles to Work for You
— Review of Activities (not too much on this as more on this in other classes)
— An Introduction to Res Cards

Suggested for: Beginner
Instructor: Jeanne Fick
Track: ClientBase Fundamentals

You'll have access to professional trainers at all of our study-hall sessions. This type of training is designed for smaller groups of 2-8 agents, providing more of a hands-on environment to ask questions. You will find information on TRAMS Back Office, ClientBase, ClientBase Browser, ARC, IAR, and Email marketing.  Our Study Hall trainers have laptops, internet connections, and large screen monitors for easy viewing.  They will have the latest versions of each software program so you can view the screens together and solve challenges.

Are you finding it challenging to process your service fees? Do you need the ability to process other types of transactions as well? We have a solution! TRAMS, Inc. brings you an exciting feature! It’s Automated Credit Card Merchant Processing. See how TRAMS Back Office uses state-of-the art technology to authorize credit card transactions over your Internet and then reconcile them. Credit card processing has never been so easy!

Information covered in this class:
— Requirements for Automated Credit Card Processing
— Which Credit Card Processing Vendors are Compatible with TRAMS Back Office?
— Rate Information for Compatible Vendors
— How to Setup and Process Cards

Suggested for: All
Instructor: Sarani Gaines
Track: None

Introducing TRAMS Marketing Advantage (TMA) - Learn how to use email to grow your business! TMA helps build immediate revenue and long term relationships with your customers by providing effective customized communications that drives business to your agency. TMA brings together special offers from great brands such as Carnival Cruise Lines, Radisson Seven Seas Cruises, Trafalgar, Insight Vacations, Norwegian Cruise Lines, Cunard Cruise Line, Avis, Pleasant Holiday, and more, with a branded call-to-action to contact your agency. This combination of technology, special offers from world class suppliers, and support from a dedicated TMA marketing manager, helps you make the most effective use of your client database This essential course teaches you how to mine gold from your client database via direct marketing.

Specific items covered in this session are:
— Getting to know TMA
— How TMA works for an agency
— The role of the TMA Marketing Manager
— The different ways you connect with customers working with TMA
— How TMA technology is used with ClientBase or with third party software
— How to make the best use of your database or start one
— Demonstration of targeted sample emails from suppliers
— Demonstration of customized agency specific templates, i.e. templates for groups, corporate business marketing
— Creating an direct marketing plan for your agency
Join TMA and learn how to become a database marketing expert!

Suggested for: Beginner
Instructors: Teresa Giacalone, Stacey Mack
Track: None

Are your agents sending up smoke signals about incorrect commissions?  Fight off the war party by understanding the methods involved in setting up your Agent Commission Rates. Generate reports that display agent commissions and productivity for the specific time periods. Give your agents a statement that displays the invoices and bookings they generated during the period. When everything is in balance, let’s run the Agent Reconciliation and generate a check to pay the agents.

In version 3.03 there are many exciting new features that provide your agency with more flexibility to customize Trip Documents (Invoices, Itineraries, Trip Statements). 

Included in this session is a review of the following:
—Client Quote Invoice-style Itinerary
—Print Service Fee as Invoice Total Line Item
—Print Reservation in Condensed Format
—Hide Vendor and Hide Reservation Totals
—Enhanced options for Invoice/Itinerary/Trip Statement Remarks
—Additional options for Day-by-day Itineraries
—Revised Branch Setting screens
—Copy/Paste function for Branch setup

OK, so you thought only your agents, your clients and your marketing department benefited from ClientBase? Well you may be in for a pleasant surprise. Come join other TRAMS bookkeepers and see how ClientBase can make your job a lot easier by streamlining processes, making key information available to your agents and creating a bridge between the notorious "front" and "back" offices.  

In this class we review:
—The role of TBO (TRAMS Back Office) data in starting out a ClientBase database
—TBO Interface ID's, your agents and Merge to PNR (never get prompted during Interface about missing client profiles again)
—ClientBase Dupe Checker and dealing with those annoying dupes
—Agent access to Travel History, Payment History and Credit Card details with a click of button rather than a tap on your shoulder
—ClientBase user permissions to limit access to data you don't want to make available
—ClientBase Res Cards and Invoicing and the alternative to MS Lines, scripts and passive segments
—ClientBase Receipt Feature providing your agents with a new tool for issuing receipts
—ClientBase Credit Limit Prompts for warning your agents when a client has exceeded their credit limit

ClientBase Inventory Manager provides an effective and efficient tool for the agency to internally manage and share blocked space.

Class covers an in-depth review of the key features:
—Review benefits and advantages of tracking Inventory
—Setting up Inventory Records including details
—Query blocked space and create saved query folders
—Creating Res Cards and importing details from Inventory
—Use of Inventory Manager reports

Suggested for: All
Instructor: Mindy Schwab
Track: None

Learn a simple and logical approach to marketing through this unique and entertaining workshop. Through an interactive process participants will discover the vision for their business, their brand and position in the marketplace, their goals and the strategies and tactics to reach them! No fancy terminology, overwhelming statistics or confusing concepts are presented – just a program that provides a marketing plan that they can understand and use. You will see how to truly unleash the power of ClientBase with very little cost or effort!

Suggested for: All
Instructor: Scott Koepf
Track: None

Today's remote technology options offer lots of flexibility to getting connected to a central database, but each option presents its own set of challenges. If you're looking for an inexpensive, simple solution to getting your remote agents connected, then come and explore TRAMS Hosted CBB solution.

Suggested for: All
Instructor: Teresa Giacalone
Track: None

Back by popular demand is our fun (yes, fun) and amazingly helpful tour of Excel tips tricks and secrets. Whether you’re a seasoned user or a spreadsheet newbie, you’ll learn something that will save you time and clear the confusion. We’ll explore built-features you might not know you have. We’ll show you how to turn off the annoying

This is an open discussion about technical issues conducted by TRAMS' CTO, Dan Palley.  Join the discussion and learn how your peers are using the latest technology in their agencies.

Suggested for: Intermediate/Advanced
Facilitator:  Dan Palley
Track:  None

Think you know all you can about invoices?  This class is a must for beginners, but a refresher for current users.  We go into great detail regarding invoice fields, including discussing which fields affect different types of reports.  Also covered are adjustment, refund, and discount invoices.

Suggested for: Intermediate/Advanced
Instructor:  Shirley Sweeney 
Track: TRAMS Back Office Fundamentals

Everyone talks about tapping this resource of potential customers. We’ll share some ideas we have, but we hope you’ll also be willing to share some of yours.  Bring along your ideas and others may give you their feedback.

Successful marketing is critical to success in today's changing retail travel environment. Many agencies know this, but struggle when it comes to actually creating and implementing a marketing plan. This class is designed to have you step out of your day-to-day operation's role, and spend time creating a marketing plan that drives your business forward. This class is a big step towards achieving long term success even in today's choppy waters.

This course provides you with a surefire marketing system that guides you through the following:
— Developing a Vendor-Driven Marketing Strategy
— Identify the right products then match to the right customers
— Developing a Client-Driven Marketing Strategy
— Identify the right customers then match to the right products
— Developing a Agency-Driven Marketing Strategy
— Heighten your presence and develop a high touch client strategy
— Review and discuss a sample marketing calendar

In the class you learn how to mine your database, locate customer sweet spots, strengthen customer loyalty and help you "own" new/existing clients. Join Sharon as she shares her experiences and combines the power of marketing with ClientBase tools to help you too become a marketing expert!

You’ll have access to professional trainers at all of our study-hall sessions. This type of training is designed for smaller groups of 2-8 agents, providing more of a hands-on environment to ask questions. You will find information on TRAMS Back Office, ClientBase, ClientBase Browser, ARC, IAR, and Email marketing.  Our Study Hall trainers have laptops, internet connections, and large screen monitors for easy viewing.  They will have the latest versions of each software program so you can view the screens together and solve challenges.

Everyone knows Google is a top-notch search engine. But do you know about its other side? From online word processing and spreadsheets to image editing and time management, Google now offers an entire suite of essential applications. Why should you care? They are all free, easy to learn, compatible with MS Office, and available anywhere you can get online. Some people even call it “Google Office.” We’ll show you how to use this amazing collection of free applications in a travel agency setting. Last but not least, we’ll take a tour of the latest Google search features and show you how to find almost ANYTHING in Google!

Suggested for: All
Instructor: Nolan Burris
Track: None

Pow Wow:  TRAMS Back Office

This informal 'networking' forum provides the opportunity for intermediate & advanced users to share their successes and their techniques for maximizing TRAMS Back Office usage.   Struggling with how to perform certain tasks in Back Office or looking for alternatives solutions that may be working for someone else?  Ask your peers.  You will learn from them and they will learn from you.  Instead of standing in a crowded and noisy reception room with a drink in one hand and a snack plate in the other, come sit, relax, and network with your peers and ask how they handle the things that you might be struggling with.  By giving a little you can get back a lot.

How are agencies:
Making up for lost revenue from GDS contract incentive reductions that traded segment revenue for full content?
Are agencies considering switching to a non-traditional GDS solution, like G2 SwitchWorks or Genesis? 
Using their Agency's Credit Card for Web Bookings?
Processing Agency Credit Card Service Fees the best way possible?
Reconciling Agent Statements? 
Working with Host Agencies or Host Agencies working with IC's? 
Cleaning up cancelled and dupe car/hotel bookings?
Working with Front Office to provide cleaner data in Back Office?
Tracking Cash Flow requirements? What's coming in and what's going out?
Tracking Booking or Ticketing agent or both?
What features are being under utilized in TBO and why?

We welcome all users to join in and share their TRAMS Back Office success stories. The above topics are just suggestions to stimulate discussion.  Any other topics that you want to share with attendees are most welcomed.  It's up to the group in attendance what is discussed.  GDS discussions can be addressed in the Pow Wow:  TRAMS Back Office Interface and ClientBase GDS Integration.

Suggested for: Intermediate/Advanced
Moderator: Lloyd West
Track: None

This class is designed for anyone who enters payments in TRAMS Back Office.  We will review the layout of the payment screen and how to enter data in a “user friendly” format. 

Demonstrated are the following:
— Navigating the payment screen
— Making the payment screen user-friendly
— Review of Global Defaults that affect your payments
— How to close an invoice with a voucher
— How to close a close a group of invoices
— How to clean up unapplied balances
— How to set up Operating Payables
— How to Create an Operating Payable
— How to issue a check for an Operating Payable

Suggested for: Beginner/Intermediate
Instructor: Shirley Sweeney
Track: TRAMS Back Office Fundamentals

For years we have been calling ClientBase a Customer Relationship Management System, and although the tools in ClientBase are geared around this concept, if you dig a little deeper you will be pleasantly surprised to find that ClientBase functions as a great Document Management System too! The time required to file (and more importantly find) all the paper generated and received by your agency costs you your greatest commodity, time. Stop for a moment and take a good look around your office. Would you like to move to a less paper- centric environment?

ClientBase can help your office become more organized and efficient by the use of a very simple feature called Attachments. Come learn how ClientBase Attachments can help save you money, time and create a more efficient work environment for the entire office.

In this class we will cover:
— Using Res Card Attachments to store and manage your client booking and confirmation information
— Using Other Profile Attachments to store and manage financial information
— Using digital fax services and scanners to turn paper into electronic files
— Tips for coming up with a systematic file naming strategy
— Real world ideas from agencies that have already “gone paperless”

Suggested for: All
Instructors: Nick Mageloff, ECC
Track: None

Having an effective email marketing program is the best way to drive in more clients ready to buy from you. Learn and understand email marketing as a step to your successful marketing.

Learn the basics of email marketing including:
— Keys to effective email marketing
— Marketing categories
— Key items to successful campaigns
— Email marketing advantages
— Managing your database
— Email tips
— Finding content, and much more.

You’ll have access to professional trainers at all of our study-hall sessions. This type of training is designed for smaller groups of 2-8 agents, providing more of a hands-on environment to ask questions. You will find information on TRAMS Back Office, ClientBase, ClientBase Browser, ARC, IAR, and Email marketing.  Our Study Hall trainers have laptops, internet connections, and large screen monitors for easy viewing.  They will have the latest versions of each software program so you can view the screens together and solve challenges.

It’s time to talk about professional fees again. Nearly everyone now charges fees for airline tickets, but more and more agencies are adopting fees for everything. Why do some succeed at it while others continue to struggle? In this workshop we will explore how to make your fees program a huge success. We will examine top issues including critical industry and consumer trends. We’ll show you how to calculate profitable fees that make sense and how to introduce them. We’ll deal with the top reasons fees fail and how to overcome them including front-line scripts and training. Finally, we will discuss how marketing can make the biggest difference of all.

Suggested for: All
Instructor: Nolan Burris
Track: None

This new Open Forum “Pow Wow” format allows you to learn from each other as we discuss the topic of Marketing.  Bring your own marketing success stories, tips, tricks, and anything you’ve tried in your agency that worked or didn’t work and why.  This is sure to be an interesting and enlightening session.  Your facilitator is Scott Koepf who will be sharing some of his own marketing stories and insight that he’s gathered in his 25 years of travel retailing

Suggested for: All
Facilitators: Scott Koepf
Track: Sales & Marketing

Does the thought of starting your General Ledger make you a bit uneasy? Overcome your apprehension and start off in the right direction with the General Ledger by taking this class.

This session reviews the eight simple steps for successful setup of your General Ledger, including:
— Tailoring the chart of accounts to your agency
— How your travel types affect the GL
— The purpose of the GL Accounts table under Utilities
— How to enter beginning balances

Suggested for: Beginner/New General Ledger User
Instructor: Sarani Gaines
Track: TRAMS Back Office Fundamentals

ClientBase Res Cards provide you with an effective and efficient tool to manage the sales process from the initial trip inquiry through to the welcome home call.

This in-depth class covers:
—Basic concepts and goals of successful Res Card usage
—Creating a Res Card, Agent Remarks and a Reminder to follow-up on a new trip inquiry
—Adding the basic reservation details during the booking process including a review of PNR Import, Copy and
Paste, Live Connect, and manual entries
—Using Activities to organize agent tasks by adding Reminders and utilizing Batched Reminders
—Documenting Client Feedback during the all-important welcome home contact, using data for future reference
and initiating a new Res Card for their next trip

Suggested for: Beginner/Intermediate
Instructor: Mindy Schwab
Track: ClientBase Fundamentals

This class gives an overview of how one group agency uses ClientBase to help manage groups.
Covered in class:
— Setting up Group Names in ClientBase or TRAMS Back Office
— Setting up Inventory in ClientBase
— Setting up Documents/Confirmations in ClientBase
— Using Marketing Tables for Tracking Source
— Using Saved Queries for “Quick Glance” Reports
— Promoting the Group in ClientBase
— Selling from Inventory using Res Cards in ClientBase
— Using Reminders to Manage the Sales Process in ClientBase
— Documenting Client Payments in ClientBase
— Managing Inventory Utilization in ClientBase
— Group Reporting with Crystal Reports

Suggested for: All
Instructor: Scott Caddow, Owner, The Cruise Place
Track:  None

You’ll have access to professional trainers at all of our study-hall sessions. This type of training is designed for smaller groups of 2-8 agents, providing more of a hands-on environment to ask questions. You will find information on TRAMS Back Office, ClientBase, ClientBase Browser, ARC, IAR, and Email marketing.  Our Study Hall trainers have laptops, internet connections, and large screen monitors for easy viewing.  They will have the latest versions of each software program so you can view the screens together and solve challenges.

Attend an overview of the latest features from ClientBase versions 3.2 and our upcoming 3.3 release as well as get a sneak peek of things to come.

— All new Invoice, Itinerary, Trip Proposal and Trip Statement format customization features
— Expanded Invoice, Itin and Trip Statement Remarks features at the Vendor, Client and Agent levels
— A new Spell Check Feature
— New Credit Card Security Features
— Credit Limit Prompting Feature
— Review of the new “Quick View” option in profiles
— Multi-database Synchronization features and automated Web Service for automatic file delivery
— Latest in Live Connect Participants
— And More!

Suggested for: All
Instructor: Sharon Meyer
Track: None

Come join this open discussion on TBO interface, ClientBase Merge to PNR, and PNR Import.

Possible topics:
— TRAMS Back Office GDS interface formats
— How to automate the TBO interface download and processing
— Merge to PNR setup
— Merge to PNR rules
— PNR Import from your GDS to ClientBase

Suggested for: Intermediate/Advanced
Facilitator: Roberta Ellsworth
Track:  None

One of the keys to success is being able to get the most of out of TRAMS Back Office (TBO). In order to do that, you need to control the Quality of your data. This class is intended to help managers, owners and accountants verify the accuracy of the TRAMS database.
This includes profile integrity, maintaining accurate Client, Vendor, and Check Register Reports.  

We will review the following:
— Daily Checklist & Reports
— Weekly Checklist & Reports
— Monthly Checklist & Reports
— Yearly Checklist & Reports

ClientBase Res Cards provide you with an effective and efficient tool to perform the various administrative tasks associated with the sales process. Included is an in-depth review of the following:

— Service Provider details
— Res Card pricing options and key fields
— Insurance Prompt
— Service Fee
— Print Itineraries for Client Quotes and Day-by-day itineraries
— Generating Invoices for deposits and final payments
— Reprint Invoices
— Print Trip Statements

You’ll have access to professional trainers at all of our study-hall sessions. This type of training is designed for smaller groups of 2-8 agents, providing more of a hands-on environment to ask questions. You will find information on TRAMS Back Office, ClientBase, ClientBase Browser, ARC, IAR, and Email marketing.  Our Study Hall trainers have laptops, internet connections, and large screen monitors for easy viewing.  They will have the latest versions of each software program so you can view the screens together and solve challenges.

Habits are those wonderful and horrible things we sometimes do without even realizing we do them.  In travel there are some common habits that can really get in the way of succeeding in today's market.  In this workshop we will take an honest look at some of the worst habits travel agents have and show you how to change them.  We'll make it fun, and make it real.  From telephone habits to selling habits, to computer habits, we all have them.  It's time to keep the good ones, and toss the bad ones!

Suggested for: All
Instructor: Nolan Burris
Track: Sales & Marketing Skills

E-Mail marketing is key to driving in more clients ready to buy from you. Join this seminar to learn how your peers are using email marketing with their customer base.

This class covers topics such as:
— What works in email?
— What does NOT produce results?
— How much business is acquired when emails are sent?
— What do email campaigns look like…how do I set one up for me?
— What are the best approaches to managing your database?
— What’s the role of ClientBase in your email marketing program?
— How should I segment my database?
— What’s the best way to get started?

This is an open discussion about email marketing and how to make it part of your business generation efforts. Come join the dialogue!

A review of the steps to complete the monthly activities needed to post your General Ledger and receive accurate financial statements. You should already have your Core Reports set up and accurate. If you are already completing the daily and weekly activities and keeping your Core Reports accurate, then this class shows you how to go to the next level.

Covered in Class:
— Review how the End of Period affects your general ledger
— Review various ways to journalize transactions
— Review the monthly checklist which includes:
— Completing the Bank Reconciliation
— Reviewing the General Ledger Reconciliation Report
— Completing the End of Period
— Comparing the Core Reports to the General Ledger
— Posting the General Ledger

Suggested for: Beginner/ Intermediate
Instructor: Sarani Gaines
Track: TRAMS Back Office Fundamentals

Reservations can frequently be booked via different methods with different suppliers.  TRAMS, Inc. developed Live Connect as a method of linking to and using the web booking engines of these suppliers. Live Connect supports connections to a growing number of these booking engines. Using Live Connect from the ClientBase Res Card connects you to booking engine, passes profile data to it, and returns the complete reservation details to the ClientBase reservation record. 

During this session we discuss these connections including:
— Who offers Live Connect to ClientBase?
— How to set them up
— How to use them
— What are the benefits to - your customers, your agency, and you?

See live demonstrations of new bookings, booking retrieved from a booking done via phone or via another method. You will also be introduced to some new connections as part of the class.

Suggested for: All
Instructor: Ken Jonker
Track: ClientBase Fundamentals

Now that you have data in your database, let’s create special reports to extract the data. But first we will review the limitations of the Report Generator and where documentation is found. We will cover the process necessary to create a report. If the Report Generator reports already exist, we will learn how to modify the report. Now let’s run the report.

Suggested for: Beginner/ Intermediate
Instructor: Frank Diaz
Track: TRAMS Back Office Fundamentals

You’ll have access to professional trainers at all of our study-hall sessions. This type of training is designed for smaller groups of 2-8 agents, providing more of a hands-on environment to ask questions. You will find information on TRAMS Back Office, ClientBase, ClientBase Browser, ARC, IAR, and Email marketing.  Our Study Hall trainers have laptops, internet connections, and large screen monitors for easy viewing.  They will have the latest versions of each software program so you can view the screens together and solve challenges.

Microsoft Word is amazing!  It can also be the most frustrating experience in the world.  Doesn't it drive you crazy when it "decides" you want bullet points where you didn't?  Have you ever had strange formatting suddenly appear and were unable to make it go away?  Word is filled with "helpful" automated features that can turn the most peaceful person into a raving lunatic.  Does this sound like you?  Welcome to the club.  In this workshop, we'll get sweet revenge by learning to make Word work for you, instead of the other way around.

Suggested for: All
Instructor: Nolan Burris
Track: None

Here is your chance to discuss or ask questions on any report available in the Reports Menu list - from the Core Reports to the Report Generator to TRAMS Crystal Reports.  Let's discuss how to select the report needed to display your required information and hear how other agencies are using this information. Understand what reports are available in each sub-menu listed under Reports.   Here is your chance to ask that important reports question that never gets answered. Join me in the world or TRAMS Reporting.

Suggested for: All
Facilitator:  Frank Diaz
Track: None

One of the ways to verify if data is entered correctly is by using a variety of reconciliations.  During this class we look at the basic use (including tips and tricks) for the following reconciliations:

—Bank Reconciliation
—CC Merchant Reconciliation – for agencies not using Ticketmaster or PRI
—Pegasus/NPC including setting up Global Defaults for usage
—A walk-through of the NPC file import

Suggested for: All
Instructor: Shirley Sweeney
Track:  TRAMS Back Office Fundamentals

Much focus is spent on marketing and driving leads into the agency. (Which by the way we agree with.) But how well are agents really doing with those leads you get? Do they close 15%? 30%? How about 60% or 80%? Of course simple math tells you that if you double your close ratio you double your business. Each client inquiry is an opportunity for revenue that can be measured, monitored and maximized. In this class we'll discuss the use of Res Cards, Reminders and Reports to help you realize these opportunities. In addition we'll tackle the number one reason why many agents struggle with closing the sale: the lack of a clearly defined sales process. We'll use ClientBase tools to turn the sales process into a systematic approach for your front line agents, by taking you through the following:

Adding Structure to Your Agents’ Pre-Sale Activity
— Document Each Trip Inquiry with a Res Card
— Use and Update Profile Data
— Use Reminders/Track Sales Cycle

Managing Your Trip Inquiries
— Use Res Card Queries and Reports to Count them
— Use Res Card Queries and Reports to Manage and Monitor them

Creating a Sales Formula
— Use of Batched Reminders

Tracking Close Ratios
Use of the Close Ratio Report

Suggested for: All
Instructor: Sharon Meyer
Track:  ClientBase Fundamentals; Sales & Marketing Skills

Using the agency credit card to pay for either agency expenses, or payments to vendors for clients is a common practice in many agencies. It is important to have strict procedures in place to track these payments. This class outlines the procedures required to account for these transactions.

Covered in Class:
— Using the Agency credit card to pay for Client Invoices
— Using the Agency credit card to pay for Agency Expenses
— Using the Agency credit card to pay for Group Expenses
— Paying the Agency credit card when there is a Credit Balance

Suggested for: All
Instructor: Helen Lewis
Track:  TRAMS Back Office Fundamentals

You’ll have access to professional trainers at all of our study-hall sessions. This type of training is designed for smaller groups of 2-8 agents, providing more of a hands-on environment to ask questions. You will find information on TRAMS Back Office, ClientBase, ClientBase Browser, ARC, IAR, and Email marketing.  Our Study Hall trainers have laptops, internet connections, and large screen monitors for easy viewing.  They will have the latest versions of each software program so you can view the screens together and solve challenges.

No one knows for sure where the industry will be in the future, but there are some compelling trends that point the way.  In this workshop we will look at some well known, and some surprising examples of how much of the future is here right now.  From Virgin Galactic Space Tours to a lesser publicized but equally amazing orbiting hotel slated to open in late 2010, the future truly is here now.  

These and several other futuristic developments will then be overlaid with indisputable shifts in consumer behavior related to travel.  We will explore how these trends directly affect both travel agencies and their supplier partners.  Lastly, we will look at how things like Google, blogs, Wikipedia, Second Life and more are completely changing how people research, buy and experience travel.  More importantly, we will discuss how they can all be used to your advantage.

Suggested for: All
Instructor: Nolan Burris
Track:  Sales & Marketing Skills

This informal session is a perfect opportunity to enhance your Summer Camp experience by exchanging ideas with other ClientBase users. Listen as they talk about their successes and their techniques for maximizing ClientBase usage and share your ideas with others. Some possible topics - how are agencies:
— Successfully implementing ClientBase?
— Training their staffs?
— Motivating and "selling" their staff on its use?
— Most benefiting from using the program?
— Using their favorite features successfully?
— Utilizing Res Cards, Invoicing and Live Connect?
— Gathering client marketing preferences?
— Obtaining client E-mail addresses?
— Creating mailings?
— Tracking the success of mailings?

We welcome all users to join us and share their ClientBase success stories.

Suggested for: All
Facilitators: Mindy Schwab and Ken Jonker
Track: None

This session is designed for all TRAMS Back Office (TBO) users, both new and experienced. With each release of TBO, new features and enhancements are added. This session explores the newest features of TBO, and provides you with immediate benefits.

We will review:
— Sampling of Version 3.00.00 enhancements
— Sampling of Version 3.01.00 enhancements

Suggested for: All
Instructor: Lloyd West
Track:  None

ClientBase: Using the Activity Manager to Manage Your Day

To be productive, an agent must manage relationships with agency customers, record key contacts with customers, follow up on leads, and administer agent tasks and to-do lists. Wow, that sounds like a lot for an agent to do!  Fortunately to achieve these goals, the ClientBase Activity Manager provides powerful tools which are demonstrated in this class:

—What are ClientBase Activities?
—How Do I Create a Note, Mailer, or Reminder?
—Where is the To-Do List in ClientBase and how do I use it?
—Where is the At-a-Glance Calendar?
—How do I use Level 1 and Level 2 Queries to search for activities?
—How do I create folders with selected columns and sorts in the Activity Manager?
—How do I create Multiple Notes, Mailers, & Reminders?

Suggested for: Beginner/Intermediate
Instructor: Jeanne Fick
Track:  ClientBase Fundamentals

Keeping track of group travel can be challenging to say the least. But, with the proper procedures, group accounting can be made easier.  This course introduces prescribed procedures to make sure that the data is stored correctly in TBO.

Covered in class:
— Group Setup
— Group Client and Vendor Profiles
— Accounting Methods
— Invoicing and Vouchers
— Group Reports
— Closing the Group

Suggested for: Intermediate/Advanced
Instructor: Helen Lewis
Track: None

You’ll have access to professional trainers at all of our study-hall sessions. This type of training is designed for smaller groups of 2-8 agents, providing more of a hands-on environment to ask questions. You will find information on TRAMS Back Office, ClientBase, ClientBase Browser, ARC, IAR, and Email marketing.  Our Study Hall trainers have laptops, internet connections, and large screen monitors for easy viewing.  They will have the latest versions of each software program so you can view the screens together and solve challenges.