Advisor Training: Trips and Reservations
Wed, Mar 11
|Online via Microsoft Teams
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 typic
Time & Location
Mar 11, 2026, 1:00 PM – 2:00 PM EDT
Online via Microsoft Teams
About the Training
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.