top of page
Advisor Training: Payments and the Trip Payment Authorization
Wed, Mar 25
|Online via Microsoft Teams
Review how to add Payments to a Trip and send a link to a client to collect credit card data via a Trip Payment Authorization form.
Time & Location
Mar 25, 2026, 1:00 PM – 2:00 PM PDT
Online via Microsoft Teams
About the Training
Review how to add Payments to a Trip and send a link to a client to collect credit card data via a Trip Payment Authorization form.
bottom of page