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Advisor Training: Payments and the Trip Payment Authorization

Wed, Aug 05

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Microsoft Teams

Advisor Training: Payments and the Trip Payment Authorization
Advisor Training: Payments and the Trip Payment Authorization

Time & Location

Aug 05, 2026, 1:00 PM – 2:00 PM PDT

Microsoft Teams

About the Training

Advisor Training: Payments and the Trip Payment Authorization

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.


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