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Managing Fundraising Payments
Chapter 6: Bookings » Managing Fundraising Payments
This section of the User Guide is still undergoing updates. Thanks for your patience! Getting Started with Booking Details Access Booking Details: Begin by navigating to the Booking Details section in TourTools. This area is central to managing fundraising…
Overview – Detail View
Chapter 6: Bookings » Overview – 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…
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…
Overview – List View
Chapter 7: Operations » Overview – 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…
Overview – List View
Chapter 5: Packages » Overview – 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…
Overview – List View
Chapter 8: Money » Overview – 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…
Overview – List View
Chapter 9: Tasks » Overview – 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…
Overview – List View
Chapter 6: Bookings » Overview – 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…
Overview – Detail View
Chapter 8: Money » Overview – 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 Transaction. Feature Buttons List View Use this…
Overview – Detail View
Chapter 9: Tasks » Overview – 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…
Overview – List View
Chapter 3: Vendors » Overview – 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…
Overview – List View
Chapter 4: Tours » Overview – 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…
Overview – Detail View
Chapter 5: Packages » Overview – 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…
Chapter 5: Packages
Chapter 5: Packages
The Packages Module – Unlimited Options & Flexibility All of the Contracted Services records from Vendor that represent services included in a Tour come together in Package. As explained in Chapter 4, every Tour will have at least one, and more likely several,…
Overview – List View
Chapter 2: Clients » Overview – 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. Finding All List Views in Primary Modules have a QuickFind Filter at the top…
QuickBooks Module
Chapter 10: Options » QuickBooks Module
Push Your Transactions to QuickBooks to Eliminate Redundant Entry TourTools® has developed a QuickBooks general ledger integration for receivables and payables management. QuickBooks is a leading small-business accounting package. This will allow you to eliminate…
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…
Overview – Detail View
Chapter 2: Clients » Overview – 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…
Managing Duplicate Client Records
Chapter 2: Clients » Managing Duplicate Client Records
Introduction The “Dupe Merge” button at the top of the Client listing in TourTools helps you find and merge duplicate client records, particularly those with the same name and address. Identifying Duplicates When you access the client list and click “Dupe…
Overview – Detail View
Chapter 4: Tours » Overview – 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…
Overview – Detail View
Chapter 3: Vendors » Overview – 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…
Adding a New Vendor
Chapter 3: Vendors » Adding a New Vendor
*Before creating a new Vendor, search the module to be sure it does not already exist. Making this a standard part of the creation process can prevent issues related to duplicate records and bad data. Dupes can create havoc in a database. TIP: If the Vendor name is…
System Settings
Chapter 1: Introduction » System Settings
Clicking on the large Module Navigation button labeled “Settings” at the top right of the screen allows access to various settings for the TourTools system. All can access User Settings; Business and System Settings are available to Owners and Managers only;…
Insurance in TourTools
Chapter 4: Tours » Insurance in TourTools
In TourTools v5, insurance can be implemented/managed in 3 ways: Insurance tables can be added and then selected by policy code in a Tour Insurance can be offered in a Tour by creating optional INS packages Trip Mate insurance is built in to TourTools v5 for the…
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…
Sending eBlasts to Client & Vendor Groups
Chapter 1: Introduction » New Enhanced Email Module » Sending eBlasts to Client & Vendor Groups
Creating Client and Vendor eBlast Templates To create and manage eBlast Templates, navigate to Settings > Business Settings > eBlast Templates. Your Vendor and Client templates are stored on separate tabs for more efficient management. Click on the + Add Template…
Tour Details
Chapter 10: Options » TourTools Online » Managing TourTools Online in FileMaker » Tour Details
The PAY DEADLINES Tab The Tours module contains a Pay Deadlines tab, where you can manage the deposit dates, deposit amounts, cancellation penalty dates, and cancellation amounts. If the tour is published to TourTools Online, this information is pushed out to your…
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…
Overview – Detail View
Chapter 7: Operations » Overview – 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…
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…
