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This release introduces a comprehensive update across various aspects of the platform, enhancing functionality, user experience, and automation efficiency. Here's a brief overview of what's included:
New Training Module: The Step 4 Mastering Client Booking Masterclass is now available in the TravelPro Community under the Learning Tab, offering advanced insights into client booking processes.
Custom Fields Enhancements: Significant reorganization and introduction of new fields, particularly for Commission Tracking, have been implemented. This includes the addition of fields like CB Client Itinerary URL and CB Travel Insurance URL for better management of trip details and insurance information in emails.
Email Templates Updates: Several email templates have been updated for clarity, personalization, and functionality. This includes the Booking Confirmation Proposal, the 7 Day Final Documents email which now includes a special instructions field, and the Supplier Request For Quotes email personalized based on the user's name. Fixes have been made to custom field references and the addition of company logos and emergency contact information.
Automation Updates: A reorganization of fields related to Commission Tracking and fixes to trip naming conventions to support multiple trips per client. Various automations have been adjusted or turned off to streamline processes, including updates to the Traveler Profile, Booking Confirmation, Trip Start Date Changes, Deposit Paid, Passport Confirmation, and Itinerary & Documents reminders.
Opportunity Updates: New automations and updates have been made to Opportunity Updates sections, including Confirmations, Special Instructions, and the CB Travel Insurance URL, to ensure accurate and efficient tracking and communication.
This release focuses on refining the platform's core functionalities, improving the management of commissions, client itineraries, and insurance details, and enhancing the overall user and client experience through updated email communications and automated processes.
[ ] The finalized Step 4 Mastering Client Booking Masterclass Is Now Available! Check it out inside the TravelPro Community Under the Learning Tab. Click here https://portal.onlinetravelboss.com/communities/groups/travelpro-suite-community
Reorganized new upcoming fields related to Commission Tracking into new 9.0 Commission folder
CB Client Itinerary URL (O) - updated to designate as opportunity field
New Field: CB Travel Insurance URL (O) - used to manage traveler insurance trip URL for usage in emails
Reorganized new upcoming fields related to Commission Tracking into the new 9.0 Commission folder
GB Step 4.180.01-E Booking Confirmation Proposal (Online Travel Boss®) - Updated format of Confirmation
GB Step 4.300.03-E Before You Go 7 Day Final Documents (Online Travel Boss®) - Add special instructions field to email template
Added Company logo
Added special instructions for custom field reference
Added Emergency Contact custom value reference
GB Step 1.30.02-E v2024.02.16 Send Supplier Request For Quotes v (Online Travel Boss®) - updated email to personalize based on user name
GB Step 4.300.20-E Before You Go 45 Days Passport & Flight Reminder #1 (Online Travel Boss®) - Fixed custom field reference error.
Reorganized new upcoming fields related to Commission Tracking into the new 9.0 Commission folder
Fixed Trip Naming Convention
Fixed automation to allow for multiple trips per client (move to opportunity fields)
GB Step 4.100.2-F Traveler Profile (Online Travel Boss®) Additional Traveler info
Turned Off
GB Step 4.100.2-F Traveler Profile (Online Travel Boss®) - secondary form submission
Turned Off
GB Step 4.100.20 Booking Confirmation - Proposal Approved
fixed error in the Final Date determination
fixed Opportunity Naming Convention to look for Opportunity Trip Name
GB Step 4.300.05: Client Booked Trip - Trip Start Date Changes
Update Trip Reminder Series Based on Reset Action Request
GB Step 4.300.06: Client Booked Trip - Deposit Paid
changed to when the confirmation number has changed
GB Step 4.300.10: Client Booked Trip - 90 Days Before Passport Confirmation
Adjusted triggers
GB Step 4.300.20: Client Booked Trip - 45 Days Before Flight & Passport Confirmation
Adjusted triggers
Fixed automation to allow for multiple trips per client (move to opportunity fields)
GB Step 4.300.40: Client Booked Trip - 7 Days Before Itinerary & Documents
Adjusted triggers
GB Step 4.300.50: Client Booked Trip - 1 Day Before
Adjusted triggers
GB Step 4.300.60: Client Booked Trip - Trip Day
Adjusted triggers
Step 99.02 Opportunity Updates - Confirmations
update name spelling
Step 99.04 Opportunity Updates - Special Instructions
new automation
Step 99.06 Opportunity Updates - CB Travel Insurance URL
new automation
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