Training Reservation Teams

As a training manager, you can use this guide to help your reservation teams develop the necessary knowledge and skills to excel in their roles. This guide includes a variety of resources and materials that can be used to create a comprehensive training program tailored to your organization's specific needs for your end-to-end reservation process, including Sales Ops.

This guide does not cover finance, but there may be specific areas in this guide, including the sections around Costings that may be beneficial to your Finance users,

Training managers can substantially benefit from incorporating existing knowledge articles into their training regimen. These articles, often rich with detailed procedures and insightful tips, can provide a well-structured and comprehensive foundation for the learning process. When developing your program to train Reservation Teams, the following articles can be resourcefully employed:

Manage Customer and Reseller Accounts

How to Find my Accounts: Use this article as a foundational piece in your training curriculum. It helps trainees navigate through the system and locate their accounts. Create scenarios that require trainees to utilize this knowledge, reinforcing their learning through application.
How to Create a Customer Account: Build on the previous step by instructing trainees on creating a new customer account. Use role-playing exercises where trainees simulate the account creation process to gain practical experience.
How to Create Contacts on your Business Account: In this training module, guide users through the process of adding contacts to their business account. This helps them understand the relationships between different system entities.
How to Create a Travel Agent Account: The culmination of these training modules can be the creation and management of a travel agent account. Trainees can apply their knowledge about accounts and contacts in this final stage.
How to set Gross or Net Invoicing on a Travel Agent Account: By understanding how to adjust invoicing settings for a travel agent account, trainees gain vital knowledge about the financial aspect of the system.
How to Create Recipient Roles on an Account: Trainees can learn the intricacies of account management by learning how to designate recipient roles. This practical knowledge can be cemented through role management exercises.

Manage Trips & Itineraries

How to use Trip with your Itineraries: This article would be ideal for a module focused on the integration and correlation between trips and itineraries.
How to Create an Itinerary: The article would serve as the central learning material for itinerary creation. Role-play or simulation activities can be developed for hands-on learning.
How to Clone an Itinerary: Use this article to teach the process of replicating an itinerary. It's an excellent opportunity to discuss the scenarios where this feature might be particularly useful.
How to Use Trip References and Itinerary Versions: Utilize this article to explore the concept of referencing and versioning in itinerary management. Construct interactive sessions around creating trip references and managing different itinerary versions.
How to Convert your Itinerary to a Booking: The article can form the concluding part of your training sequence, demonstrating the final process of converting an itinerary to a booking.
How to Add Itinerary Team Members to your Itinerary: This article can form the starting point of your training. Trainees can learn about the team-building aspect of itinerary management, and exercises can be constructed around adding and managing team members.

Using Itinerary Builder

Itinerary Builder - An Overview: Begin with an introduction to the Itinerary Builder tool, providing trainees with a general understanding of its purpose, features, and interface.
How to use Itinerary Builder: Once trainees are familiar with the tool's overview, delve into specifics on using the Itinerary Builder. Include practical exercises to reinforce learning.
How to Add Rail Locations to an Itinerary and How to create a Flight Placeholder in Itinerary Builder: Instruct trainees on adding different modes of transportation to an itinerary. Creating scenarios or role-play exercises can enhance understanding.
How to Change Service Dates or Sort Order in Itinerary Builder: This article can form the basis of a module on adjusting and customizing itineraries, crucial for flexibility in planning.
How to Organise Your Itinerary Builder Views: Create training sessions focused on improving efficiency and ease of use, teaching trainees to personalize their working environment.
How to Use Bulk Actions in Itinerary Builder: Teach trainees how to manage large volumes of data effectively, which is particularly useful for complex itineraries.
How to use Itinerary Templates in Itinerary Builder: Explain the use of templates to save time and ensure consistency in the creation of similar itineraries.