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Sending eBlasts in the Tours Module
Chapter 1: Introduction » New Enhanced Email Module » Sending eBlasts in the Tours Module
Creating an eBlast to Tour Vendors and/or Passengers The eBlast process in the Tours Module functions a bit differently than it does in the Client and Vendor Modules. The eBlast button is not on the List View, it’s on the Detail View in Tours. The reason for…
Chapter 2: Clients
Chapter 2: Clients
The Client Module – A Powerful CRM The Client module in TourTools stores contact information about your clients—name, address, phone, etc.—proposal history, current and past travel, information requests and other important information; it is a powerful CRM…
MailChimp
Chapter 10: Options » MailChimp
The Mailchimp API is a pretty straightforward API to configure in TourTools; all the essential settings are configured in System Settings. But before getting into the TourTools part, some initial work must be accomplished on the Mailchimp website. TourTools…
Chapter 9: Tasks
Chapter 9: Tasks
The Tasks Module – Streamlined Task Management The Task module is a powerful tool that is integrated with every other module in TourTools. Create task reminders from within Client, Tours, Bookings, Operations – they will all come find you on the Dashboard when the…
Chapter 1: Introduction
Chapter 1: Introduction
Getting Started with TourTools v5 This manual is intended to explain the basic functionality of TourTools™ and the “how to” of specific tasks. Because the software can accommodate diverse business models, the manual should be supplemented by specific notes…
Tasks Module – Detail View
Chapter 9: Tasks » Tasks Module – Detail View
All primary modules in TourTools have a Detail View. In this view, you can view all of the details related to a particular Task. Feature Buttons List View Use this button to return to the Task List View. Find You can search for one or a group of record(s) by…
Tasks Module – List View
Chapter 9: Tasks » Tasks Module – List View
All primary modules in TourTools have a List View. In this view, you can filter and sort and analyze in numerous ways to get a collective view of data relating to multiple records at once. Clicking on the up-arrow button to the far left of a Task, allows a view of…
Bookings Module – List View
Chapter 6: Bookings » Bookings Module – List View
This section of the User Guide is still undergoing updates. Thanks for your patience! All primary modules in TourTools have a List View. In this view, you can filter and sort and analyze in numerous ways to get a collective view of data relating to multiple records at…
Packages Module – Detail View
Chapter 5: Packages » Packages Module – Detail View
All primary modules in TourTools have a Detail View. In this view, you can view all of the details related to a particular Package. Feature Buttons List View Use this button to return to the Packages List View. Publish All Click this button to quickly publish…
The Product Library & Contracted Services
Chapter 3: Vendors » The Product Library & Contracted Services
Creating Products and Contracted Services The loading of Products and Contracted Services you have with your Vendors begins here. We begin by adding a Product, which will lead us to the Product Details screen where Contracted Services can be added…
Operations Module – List View
Chapter 7: Operations » Operations Module – List View
All primary modules in TourTools have a List View. In this view, you can filter and sort and analyze in numerous ways to get a collective view of data relating to multiple records at once. All List Views in Primary Modules have a QuickFind Filter at the top that…
FileMaker Pro & TourTools
Chapter 1: Introduction » FileMaker Pro & TourTools
About FileMaker Pro TourTools™ is written in FileMaker Pro®, the number one selling database software, that offers easy organization and sharing of data. You should be aware of two somewhat unique features of FileMaker Pro. Generally speaking, there is no…
Vendor Module – Detail View
Chapter 3: Vendors » Vendor Module – Detail View
All primary modules in TourTools have a Detail View. In this view, you can view all of the details related to a particular Vendor. Feature Buttons List View Use this button to return to the Vendor List View. + Vendor Use this button to add a new Vendor record…
Bookings Module – Detail View
Chapter 6: Bookings » Bookings Module – Detail View
This section of the User Guide is still undergoing updates. Thanks for your patience! All primary modules in TourTools have a Detail View. In this view, you can view all of the details related to a particular Booking. Feature Buttons List View Use this button to…
Workstation/Staff Setup
Chapter 1: Introduction » Workstation/Staff Setup
PC|Windows Workstation Setup Please follow these steps to ensure proper setup of workstations that will be accessing the TourTools Back Office system. This document is written for Owners/Managers, working alongside IT personnel if needed, and assumes a certain level…
Client Module – Detail View
Chapter 2: Clients » Client Module – Detail View
All primary modules in TourTools have a Detail View. In this view, you can view all of the details related to a particular Client. Feature Buttons List View Use this button to return to the Client List View. + Client Use this button to add a new Client…
Tours Module – Detail View
Chapter 4: Tours » Tours Module – Detail View
All primary modules in TourTools have a Detail View. In this view, you can view all of the details related to a particular Tour. Feature Buttons List View Use this button to return to the Tours List View. + Tour Use this button to begin the process of adding…
Itinerary Building
Chapter 5: Packages » Itinerary Building
Navigate to the Add Products / Services tab to begin the process of building your itinerary. Building an Itinerary The next order of business is to build an itinerary, using the services that constitute the Package, and there are two ways to do this. The first…
Package Pricing & Publishing
Chapter 5: Packages » Package Pricing & Publishing
Navigate to the Pricing tab in the Package being built to begin the pricing and publishing process. By clicking on the Details button on the right-hand side of the screen, you can see the Cost Factor has been populated from the Cost field on the front page of Tours…
Operations Module – Detail View
Chapter 7: Operations » Operations Module – Detail View
All primary modules in TourTools have a Detail View. In this view, you can view all of the details related to a particular Operations record. Feature Buttons List View Use this button to return to the Operations List View. A/P List Use this button to jump to the…
Adding a New Group Leader Booking
Chapter 6: Bookings » Adding a New Group Leader Booking
This section of the User Guide is still undergoing updates. Thanks for your patience! Making a Group Leader Booking So far, what we’ve covered is the process for making a reservation for individuals who are booking direct and paying their own expenses. In…
TourTools Website Functionality
Chapter 10: Options » TourTools Online » TourTools Website Functionality
The section of the chapter demonstrates how the TourTools Online (TTO) website looks, feels, and functions as used by travelers and group leaders. TourTools Online is styled to match your website so that users rarely even notice they have moved from your primary domain…
Booking Reports & Docs
Chapter 6: Bookings » Booking Reports & Docs
This section of the User Guide is still undergoing updates. Thanks for your patience! Invoices/Booking Documents Tab This information will be added soon… This information will be added soon… This is the invoice you will send to your group leader.…
Adding a New Booking
Chapter 6: Bookings » Adding a New Booking
This section of the User Guide is still undergoing updates. Thanks for your patience! Making a Booking The booking process usually begins in the Client database, where your first order of business is to find (or create) the Client record to which the booking is to be…
