1. Make sure your contact and profile information is correct by clicking Profile in the upper right corner. You can even add your headshot and logo.
2. Once you have edited your profile you can begin researching information. In the search bar on the dashboard you can search for anything; destinations, hotels, cruises, see and do, & dining. You will notice a drop down populate and you can click on anything in the drop down or click the magnifying glass/enter to pull up all results.
Drop Down- You can click on any item to see more from here
All results- You can filter to the left by clicking on any of the items- destination guides, see & do, Hotels, Cruise Ships, Cruises/schedules.
Destination guides- You can navigate between all the tabs within a destination guide by clicking to the left. You can also quick send or quick print a full destination guide(no hotels or related) by clicking Send or Print at the top. If you want to add this to a trip plan you can start clicking on any of the check boxes beside the items you want to add to a trip plan or click "Apply Destination template" for a more condensed version of all the information.
Hotels- Within the destination guide there is a hotels tab- You can also see the hotels on a map or list view by utilizing the icons in the upper right corner, right above the hotels, and filter hotels by click filter hotels at the top.
Hotels Tab within destination guide-
Hotel listing- You can navigate between all tabs within a hotel listing by clicking the items to the left. You can also quickly send or print all info listed within a hotel listing by clicking print or send at the top of the page. To add a hotel to a trip plan, you follow the same instructions as the destination, simply start clicking the checkboxes beside the items you want to add to the trip plan.
Cruises- You can search for cruise lines or ships by typing in the destination name, cruise ship name, cruise line name in the search bar. Cruise ships are the actual ships and Cruises are the actual schedules of the cruises.
When you pull up cruise ships you have the same options as hotels and destinations, you can send or print the information quickly by using the buttons at the top or add to a trip plan by clicking the checkboxes beside the items you want to add.
Travelers/Clients
Anyone you want to send a trip plan or information to they must have a traveler profile saved. You only have to create a traveler profile once and they will be saved forever, or until you delete them. There are a couple of ways to create a traveler profile. This consists of the first name, last name, and email address- plus extra info you can add that may help you with this client in the future
1. At the bottom of the dashboard click "Add new traveler"
2. If you create a new trip plan you have the option to create a new traveler within the new trip plan modal. Click the plus sign beside Travelers to add a new one.
3. Anywhere you can click send you will have the option to add a new traveler- simply click where it says "Click Here" to add a new traveler.
