Go to your live version of Tprofile :
Ad 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.
6. When that is completed click on ‘CREATE’. This will create the enquiry and take you to the specific enquiry page for this customer.
7. Click on the tab - QUOTES click ADD QUOTE
8. The next page is called quote builder select ‘Create a holiday quote and click ‘Next’
9. To edit the itinerary
Top edit Box
i. Title - Name your quote
ii. Number of passengers
iii. Overview - to be used in any created way you want.
** Title and overview are both optional but will enhance your quote and make it more personal between you and the client.
Click on the button ‘NEW COMPONENT’ which is just above the itinerary
How to add flights
Click Flights and choose ‘TProfile’
i. For a quick quote simply add departure and arrival airports and dates and save
ii. For full quote enter all details, ie carrier, class, etc and save
iii. You can add the return flight by ticking the ‘CREATE RETURN FLIGHT NOW’. *It will use the same airports as departure but in reverse. You are still required to add other details.
How to add accommodation
Click On Accommodation
i. Click on accommodation and enter the name of the hotel, you can use the drop-down boxes to select the required provider or countries.
ii. Preview if you wish before adding to the quote. select ‘ADD TO QUOTE’
iii. ‘ADD YOUR OWN’ is for you to add your own hotel details. you can not add images.
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'
Edit ‘What’s Included’ by adding free text in the available box. After each one hit ‘ADD’ and then when completed click on the ‘SAVE’ button in the bottom right.
**Every time you add into ‘NEW COMPONENT' the details will drop into the ‘What’s Included’ which you can leave, edit or remove. You can also drag it into order
How to use ‘NEW PRICE OPTION’
Edit the price panel by clicking on the button ‘NEW PRICE OPTION’ i.
i . Here you can change the name of the cabin/Accommodation, add a deposit and due date and enter the price and discount if applicable.
ii. To amend/add pricing click on the ‘ADD’ button under pricing and you can add a price item. We are currently only using one line of pricing on this template so simply add the price on the far left column and choose the ‘type’ from the dropdown. You can add a discount and show it if applicable, you can add the reason for the discount this is office use only and the customer will not see the reason
Add content Box
Click on add content-box, click on the drop-down box, you have three options
i . Text or HTML - Free type box - any extra offers or information you wish to add - You can add either text or raw HTML
ii. Images - Select an image from our TProfile destination list, from your companies File Manager or add a URL from an external source
ii. Video - If you would like to add a video, please make sure you use the embed link. On Youtube, you need to go to Share > Embed and then use the link from there. Videos supported include Youtube, Vimeo and .mp3 and .mp4 videos.
10. Check your quote and make any final edits.
11. Scroll to the top of the quote and copy the link via Public view or click on the grey button and paste into your agent email to send to the client or use TProfile email system by clicking send to customer.
**Please check options with your management
Why not follow each step in our handy video guide, you can access it by Clicking Here
For further information please contact our Training Manager Kerrie O’Sullivan
Email: kerrie@tprofile.co.uk
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