How to create a cruise-only quote (TProfile Lite Clients)

Create a cruise-only quote with no components.

Instructions for Creating a Cruise Quote

Create a New Enquiry
Select the Customer
Add a Quote
- Navigate to the Quote tab.
- Click the pink ADD QUOTE button.
Use the Quote Builder
- On the "Quote Builder" page, select Create a Cruise Quote and click Next.
Search for a Cruise
- You will be provided with a search tool to select the desired cruise.
- Use any of the search options to find the cruise.

Search for the Cruise
- Enter a name or destination in the search query box and click Search.
- Alternatively, choose the operator, ship name, and departure date range, then click Search.
Choose the Cruise
- A list of cruise options will appear below.
- Click Select on your chosen cruise.
Select the Cabin
- A list of available cabins will be displayed.
- Select the required cabin.
Review Cruise Details
- The next page will show the details of the selected cruise.
- Optionally, add a back-to-back cruise by clicking ADD ANOTHER.
Create the Quote
- Click Create.
Edit the Quote
- You will now be presented with an editable quote.
Change the Layout
- Locate the first content box.
- Click Edit > Layouts.
- Use the drop-down menu to select Cruise Quote.
Add Additional Content
- You can add additional content within the same box as needed.

Title
- Give your quote a title.
- Example: "Family Cruise to the Caribbean".
Add Passenger Number
- Select the number of adults, children, and infants.
Overview
- Use the Overview section as an introduction about the cruise or the ship.
- This can also be used for upselling or including a personalized message from the agent to the customer.
Price Display Type
- Choose to display the price as TOTAL PRICE or PER PERSON PRICE.

What's Included
- Add free text in the available box under What’s Included.
- Type the details and click Add.
- Click Save.
Edit the Price Panel
- Click Edit on the price panel.
Option Name
- The chosen cabin name will automatically appear.
- Change it if necessary.
Balance Due
- Add the balance due date.
Deposit Amount
- Enter the deposit amount.
Deposit Due
- Add the deposit due date.
Price
- Override the price if needed.
- Always verify the price with your supplier.
Discount
- Add a discount.
- Click DISPLAY ON QUOTE to show the discount.
Select a Type
- Use the drop-down box to select the type, in this example, choose Cruise.

NOTE: We are currently not using the commission, supplier price, or more information.

Text
- Add extra information by free-typing in the text box.
- Example: "Gratuities included".
Image
- Upload an image from your computer.
- ⚠️ Not recommended due to specific pixel and size requirements.
Video
- Upload a video.
- Note: A video is already included in cruise quotes, so consider if an additional video is necessary.

Finalizing and Sending the Quote

Review Your Quote
- Thoroughly check your quote and make any necessary final edits.
Send the Quote to the Customer
- Scroll to the top of the quote.
- Click on SEND TO CUSTOMER to use the TProfile email system.
- Alternatively, copy the link via Public View and paste it into your agent's email to send to the client.

Cabin Selection Tip
- You can select multiple cabins for upselling opportunities.
- When selecting cabins, if flights are included, bypass them and scroll to the cruise-only cabins.
Overview Importance
- The Overview section is one of the first texts the customer sees. Make it appealing and informative to attract interest.
What's Included Box
- In the What's Included box, you can rearrange items by dragging and dropping them into the desired order.

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, at kerrie@tprofile.co.uk.