Go to your live version of Tprofile :
Ad Add your customer to TProfile
Click on ‘All Enquiries’ in the top navigation
Use an existing enquiry or create a new one). You can search for an existing client by beginning to type in names.
When creating a new customer, there is a tick box to enable creation of an online account which customers can log into. We are NOT using this at moment so leave unticked.
When you have created a new customer or searched for an existing one, click on ‘NEXT’
Here you have an enquiry form which is used to populate the customer history and provide a summary of the initial enquiry.
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6. When that is completed click on ‘CREATE’. This will create the enquiry and take you to the specific enquiry page for this customer.
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iii. ‘ADD YOUR OWN’ is for you to add your own hotel details. you can not add images.
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You can add on additional components
o Cruise – Free-Type – good for a mini cruise
o Miscellaneous – Free Type
o Car Hire – Free text in boxes with pick up and drop off location, heading, overview and car type – the Suppliers are on a drop-down box which you would have needed to add into platform settings – General – Supplier Manager - **Ask management
o Transfers - Same as car hire
o Attraction Ticket, Excursions and Escorted Tours – Free-Type - the Suppliers are on a drop-down box which you would have needed to add into platform settings – General – Supplier Manager -**ask management
o Rail – Departure and arrival point are on a drop-down box start typing the station you require – all the rest are FREE Type - – the Supplier are on a drop-down box which you would have needed to add into platform settings – General – Supplier Manager - **Ask management
How to use ‘What’s Included'
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Why not follow each step in our handy video guide, you can access it by clicking here: Clicking Here
For further information please contact our Training Manager Kerrie O’Sullivan
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