This is our most exciting new feature release yet! With a Tier II subscription, you can now collect and manage guest information like passports, h&d, and travel insurance and share with DMCs and Suppliers in a secure and efficient way with a single click!
THIS IS A TOTAL GAME CHANGER.
Here's how to use our latest and greatest feature:
1. Move a trip to Confirmed
2. Check the itinerary you want to confirm
3. Click Enter Portal
4. Enter a Title and Internal Notes for this Guest Portal
5. Pull in any pages from your Content Library to appear at the beginning or middle of the Guest Portal such as a Welcome Note and any Pre-travel information pages or packing lists
6. Add any Guest Information you already have on the Guest Forms or leave this blank for the guests to complete themselves
7. Upload any Vouchers, E-Tickets, Waivers, or Miscellaneous documents or any relevant links in the Travel Wallet
8. Review Guest Portal
9. Share Guest Portal with guests!
10. Your Guests will receive an email invitation with a secure verification code to access their portal and complete their forms!
11. This is what your guests will see...
Thank you for being on this journey with us! 💞
Note: You will soon be able to share guest info with DMCs and suppliers in the most safe and efficient way... this feature coming soon!