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Advisor Training
Wed, Oct 07
|https://events.teams.microsoft.com/event/e1
Advisor Training: Trips and Reservation, Quick Add Trip and Reservation
Time & Location
Oct 07, 2026, 1:00 PM – 2:00 PM PDT
https://events.teams.microsoft.com/event/e1
About the Training
Advisor Training: Trips and Reservation, Quick Add Trip and Reservation
Creating a Trip in a system like Tres (which I assume is a travel or booking management platform) and adding individual Reservations within that trip is a crucial part of the workflow for managing client bookings and ensuring that advisors can track commissions effectively. Learn how you would typically approach creating a Trip, adding individual Reservations, and ensuring that the relevant data is captured to track commissions.
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