ClientBase Windows Documentation
ClientBase Windows Documentation
You will need Adobe Reader to view PDF documentation files. Click here to obtain Adobe Reader.
New to ClientBase
- ClientBase Overview: For Administrators
- ClientBase Overview: For ClientBase Users
- ClientBase QuickStart Training Program
- Adding Agent Logos
Do agency agents have unique logos? Here are directions on adding them. - Best Marketing Practices
Use Queries in the Profile Manager to do Some Marketing to Clients - CBW Setup SMTP Email
Set Up ClientBase to use SMTP Email - ClientBase Inventory: Setup/Usage
Learn how to create and pull inventory in ClientBase
GDS Related
Frequent Support Topics
- ClientBase Reports to Train, Market and Understand Data
- ClientBase Windows Refund Examples
- Creative Saved Queries
- Handling Groups in ClientBase Windows and Trams Back Office
This document walks you through handling groups in ClientBase Windows and Trams Back Office. - Quick Steps to Create a Res Card and Invoice in ClientBase
- Set Up Sabre Vacations Canada
Step by step instructions to get Sabre Vacations Canada set up for usage. - Using ClientBase and VacationPort to Create/Send Emails
Create HTML emails using Passport Online - ClientBase Default Marketing Codes
Generic Marketing Codes - Generic Marketing Partner IDs
Use these Marketing Partner IDs if directed by your consortium to do so - Vendor IDs
Current list of Vendor IDs for Marketing and Suggested Interface IDs