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  1. 3 days ago · Tess, by Travel eSolutions, LLC, is an online application completely dedicated to helping travel agents and agencies become more efficient and accurate. Whether you are a large host agency or a single agent Tess will save you time and money. It all starts with your clients, managed in a custom CRM. You record the trips and bookings that you ...

  2. 6 days ago · Tess For The Agent. Trip Management. The most important thing a travel agent does for their client is book a trip. Tess will help you do that. As soon as you start talking to a client, you can start building out their trip.

  3. 5 days ago · Tess For The Agency. Tess is dedicated to providing "The Agent" the very best software to help them run their business. At the same time it provides Agencies and Host with the tools they need to manage agents and perform all back office duties required.

  4. 6 days ago · Need help with TESS? You are in the right place! Each section of this documentation includes a short video (3 to 7 minutes) followed by step-by-step instructions with screenshots.

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  6. Here you can find resources to help you get started with TESS, or become a TESS expert! Use the TESS Training menu to find the section you need. Use the Table of Contents to navigate through a training section.

  7. Start a Trip. Click Trip Management. Click Trips to view your full list of trips. Click the green and white plus icon (+). Choose Regular Trip.

  8. Create a Booking. In TESS you can have multiple bookings for a single trip. Click the Bookings Tab. Click Add Booking. Enter the booking number you received from your vendor. Enter the date the booking was created (today or in the past).

  9. Tess is a travel agency management software that provides tools for managing clients, trips, bookings, documents, invoices, notes, tasks, and reports. The software includes customer relationship management (CRM) featur... Read More.

  10. Start from the Trip Information tab of a trip, under a client click Schedule automation email. Choose Client Portal Activation as the email type. Choose the Trip Status types you want it to apply to; you can choose multiple options. Choose the number of days and the event type.

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