This
one-day hands-on class meets from 9:00AM - 4:30PM and is designed for
the Agent who is familar with and has a strong working knowledge of
ClientBase Res Cards.
If you are new to using Res Cards, may we suggest that you refer to
our supplemental training tools, prior to registering for this class:
Course
Topics Covered:
Res Card
Overview
Six ways
to populate the Res Card with hands-on examples of the following:
Manual Entry, Copying Res Card, Copying Reservations, use of PNR Import,
Live Connect and Inventory.
Setting
Up ClientBase to do Invoicing, Itineraries and Trip Statements, including:
Headers/Footers, Insurance Prompting, Service Fees, Use of Batch Reminders
and more.
How to
enter a Deposit Invoice, a Partial Payment Invoice, a Refund Invoice,
How to handle different forms of payments, etc.
Complete
overview of Live Connect including: Setup, How to Handle Reservations
made outside of ClientBase, How to Retrieve Reservations made previously.
How to
Use the Merge to E-mail and Merge to Word feature.
Use of
the Res Card Manager.
Use of
the Res Card Reports.
Use of
the Global Modify to globally change fields in Res Cards.
Class
Dates:
For more information about training, please read Frequently
Asked Questions About Training. If you would like to schedule training
or need help, send an e-mail to training@trams.com
or call Marketing / Training at 310.641.8726, select Option 3. Cancellation
within 10 business days of class (or failure to attend) results in a
$ 25.00 fee.
Dates
in Red indicate Class is FULL
*Hotel rate is subject to availability.
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