Getting Started Guide
Start using TravelContact
TravelContact is a cloud-based multi-tool platform that simplifies all the daily operations for the travel expert.
We want to guide you through your first steps so you can start using TravelContact. So, We invite you to keep reading this article!
In this guide we'll cover:
- Lesson 1: TravelContact Modules.
Lesson 2: Edit your Profile.
Lesson 3: Add a client to TravelContact.
Lesson 4: Import your client database to TravelContact.
Lesson 5: Create a trip in TravelContact.
- Lesson 6: Add a supplier to TravelContact.
Lesson 1: TravelContact Modules
Here is an overview of our modules:
|Home||See a general snapshot of your entire trip. We highlight the most important details and give you shortcuts to information and quick-add features.|
|Clients||You’ll find all your clients and prospects. Create individual profiles including more than 250 travel preferences!|
|Trips||Send beautiful itineraries and invoices to your clients while keeping track of costs, payments, and commissions.|
|Suppliers||You’ll find a structured supplier database. Access and create a complete profile for your contact person on each company.|
|Reminders||You don’t have to remember all the important dates and expiration dates for your clients anymore, we will do it for you!|
|Transactions||Check and export the reports of services and commissions generated.|
|Reports||Monitor sales and commissions, as well as supplier and client performance. Make data-driven decisions!|
|Admin||Have complete control of your company. Manage every detail within your agency and customize it!|
Lesson 2: Edit your Profile
Click on your name, on the upper right corner of the screen and select My Profile. Using the Edit button you can add your contact information, choose the language, add a signature, phone number, email and more.
You can also link your new or existing Gmail account with TravelContact for the Google Tasks App. From your profile, go to Integrations and configure Google Task. Then, manage your tasks interchangeably from your email account or TravelContact’s Dashboard.
Lesson 3: Add a client
- The Client Module can be found on the Main Menu located on the left side of the screen.
- Select the Add Client button located on the right side and a new window will open where you will need to fill out the required information of the client, such as name, last name and a method of contact.
- Type the information and click on Create a Client. Automatically the new client gets saved to your existing database.
TravelContact helps you remember dates, preferences, medical information, passports and so many other details about your clients so travel planning feels like a breeze.
Lesson 4: Import your database
- To import your database into TravelContact is very easy all you have to do is contact the TravelContact support team at firstname.lastname@example.org
- They will send you the instructions to complete the upload as well as the templates you need to fill in.
- We will create for you an FTP where you'll be able to upload the file that contains your clients' information.
- Once this is ready, Our IT team will proceed to upload your information to the platform.
Note: You can import client database, suppliers database and trips database.
Lesson 5: Create a trip
Create a trip:
- Find the Trip Module on the menu located on the left side of your screen and click on it.
- Click on Create Trip. A new screen will appear, fill out the required information and click on Create.
Add a client to the trip:
- Locate the trip menu on top of your screen and click on Clients.
- Select the + Add clients button.
- A list will be displayed with all the possible services you can add to a trip. Select a type of service and click on Add.
- Select the client and click on Add Clients. If it is a new client the platform will save it on the database automatically.
Add services to the trip:
- Locate the trip menu on top of your screen and click on Services.
- Select the + Add service button.
- A list will be displayed with all the possible services you can add to a trip and the status of the service. Select a type of service and click on Add.
- A new window will open allowing you to edit or change all the information related to the service, clients, cost, and documents. Use the Next and Back buttons to move through the different categories.
- Click on Save Changes. You can attach documents or edit the information at any time.
Lesson 6: Add a supplier
- Find the Supplier Module located on the left side of your screen and click on it.
- Select the Add Supplier button located on the right side and a new screen will open with all the information to be filled out.
- Click on Save.
Note: If you created a new supplier when adding services to a trip. The supplier will be added automatically to your database.
- Attend a Webinar: Join us on Mondays, Tuesdays, and Wednesdays, on our webinars. Get to know TravelContact from beginning to end! And take advantage of our Q&A live section. Learn more and sign up here.
- Learning Academy: See our step by step flow of how to use specific features of TravelContact.
- Help Center: For our Knowledge Base, FAQs, Videos or to register to any of our upcoming webinars.
- Creative Center: Leave us your feedback and add any new features you want to see created in the platform, we want to make TravelContact the perfect solution for you!
- Talk to our support team: Get in touch with our TravelContact support team to sort out all of your doubts and questions, we’re here to help you with all your needs!
- Check out our blog: Learn more about TravelContact! Check out our new content here!