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ClientBase Plus Classroom
Advanced Res Card Class



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:

Date

Location

Recommended Hotel

Room Rate*

Hotel Phone

September 13

Chicago
Touhy Office Plaza

Doubletree

$ 89

800-354-5858

October 4

Los Angeles
Century Plaza Building

Los Angeles Hilton

$ 75

310-410-4000

November 8

Chicago
Touhy Office Plaza

Doubletree

$ 89

800-354-5858

December 13

Los Angeles
Century Plaza Building

Los Angeles Hilton

$ 75

310-410-4000



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.