Advisor Training: Trips and Reservation, Quick Add Trip and Reservation

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.