Your Questions Answered: Navigating Tess Travel Solutions – FAQs

Have questions about Tess Travel Solutions? You’ve come to the right place! Below are answers to some of our most frequently asked questions. If you can’t find what you’re looking for, please don’t hesitate to send us your question!

General Inquiries about Tess Travel Solutions

Q: Is Tess Travel Solutions currently experiencing downtime?

A: No, Tess Travel Solutions is generally operational 24/7. While we strive for continuous availability, there are occasions when we schedule brief system downtimes for maintenance and to implement new features designed to enhance your experience with Tess Travel Solutions. We understand that disruptions can be inconvenient, and we make every effort to minimize these. To keep you informed, we proactively send email notifications to all active Tess Travel Solutions users in advance of any planned interruptions. Furthermore, we post announcements on our official Facebook page and within our dedicated Facebook User Group. If you’re not already a member of the User Group, we encourage you to join here to stay updated and connect with other Tess Travel Solutions users. If you are encountering difficulties accessing the system outside of scheduled maintenance windows, please reach out to our support team at [email protected] for prompt assistance.

Account Access and Payment Queries for Tess Travel Solutions

Q: I am unable to log in or reset my password for Tess Travel Solutions. What should I do?

A: If you’ve used the “Forgot my password” form for Tess Travel Solutions and haven’t received a password reset email, the first step is to double-check the accuracy of your username and company code. A helpful tip to remember is that your username is typically not your email address. Ensuring these details are correct often resolves login issues. If you continue to experience problems, please contact [email protected], and our team will be happy to assist you in regaining access to your Tess Travel Solutions account.

Q: My Tess Travel Solutions trial period has ended. How do I subscribe and pay for my account?

A: Transitioning from a trial to a paid Tess Travel Solutions account is simple. Just click on your name located in the upper right-hand corner of the Tess Travel Solutions interface. From the dropdown menu, select “My Profile,” then navigate to the “My Account” tab. Within this tab, you will find the “Add Credit Card” button. Click this to securely enter your payment information and activate your full Tess Travel Solutions subscription. For a visual guide, we’ve created a short video tutorial to walk you through the process available here. If you encounter any difficulties during this process, please don’t hesitate to reach out to our support team.

Managing Trips and Bookings within Tess Travel Solutions

Q: How do I record a payment in Tess Travel Solutions from someone who is not traveling on the trip?

A: Tess Travel Solutions is designed to directly track payments associated with travelers included in a trip itinerary. For payments made by non-travelers, there are a couple of effective workarounds. One option is to add the non-traveler as a participant on the trip within Tess Travel Solutions. Alternatively, you can attach the payment to the Primary Traveler on the trip and utilize the payment notes section to clearly indicate who made the payment. This ensures accurate record-keeping within Tess Travel Solutions while accommodating payments from various sources.

Q: A specific property, sailing, or room category is missing from Tess Travel Solutions. How can I add it?

A: Tess Travel Solutions aggregates its extensive data from multiple industry sources and undergoes regular updates to maintain accuracy and comprehensiveness. However, the real-time availability of newly introduced itineraries or property modifications can sometimes be dependent on the update cycles of these external sources. If you require the addition of a property, sailing, room category, or other travel element that is not currently available in Tess Travel Solutions, please inform our support team via email. We are actively collaborating with various suppliers to enhance data currency and detail within Tess Travel Solutions and appreciate your feedback in identifying areas for improvement.

Q: Could you clarify the differences between proposals, trips, group trips, and bookings in Tess Travel Solutions?

A: Understanding the distinctions between these elements is key to effectively using Tess Travel Solutions:

  • Proposals: In Tess Travel Solutions, a proposal serves as a preliminary itinerary and pricing outline that you create to present options to your client before a booking is confirmed. While proposals can be converted into trips, they are not a mandatory step. If your client has a clear idea of their travel plans, you can bypass the proposal stage and directly create a trip within Tess Travel Solutions.
  • Trips: A trip in Tess Travel Solutions is the foundational container for one or more itinerary components and associated bookings. Bookings are inherently linked to trips; you cannot have a booking without first establishing a trip. Therefore, the initial step is to create the trip in Tess Travel Solutions, and then proceed to the “Bookings” tab to add specific bookings related to that trip. Bookings are crucial within Tess Travel Solutions, especially for commission tracking and ensuring proper payment if you are compensated through an agency or host. Accurate booking entry is essential for seamless commission processing.
  • Group Trips: Tess Travel Solutions offers the functionality of group trips to manage travel arrangements for multiple individuals traveling together. This feature is versatile and can be used for large managed groups or smaller clusters like two families vacationing together. Within a group trip in Tess Travel Solutions, individual trips are termed “Reservations,” but they function similarly to standard trips. Group trips streamline the organization of travel for multiple parties under a common umbrella.

Q: How can I view all my trips and bookings in Tess Travel Solutions sorted by travel date?

A: To obtain a comprehensive view of your trips and bookings organized by travel date within Tess Travel Solutions, navigate to the “Reports” section and select the “Projected Income” report. This report is automatically sorted by travel date, providing a clear chronological overview. Alternatively, you can utilize the Calendar feature in Tess Travel Solutions to visualize trips or tasks scheduled for specific days. Both methods offer effective ways to track your travel arrangements by date.

Q: Is it possible to merge two or more existing trips into a group trip in Tess Travel Solutions?

A: Currently, the functionality to directly merge trips into a group trip is not available to users within Tess Travel Solutions. However, our support team can assist you with this process. Please open a help desk ticket detailing your request, and we will gladly facilitate the merging of your trips into a group trip structure within Tess Travel Solutions.

Q: Can multiple agents book into the same group trip within Tess Travel Solutions?

A: At present, Tess Travel Solutions does not support multiple agents booking into the same group trip. However, this is a feature that is planned for implementation within the current year. We are continually developing Tess Travel Solutions to enhance collaboration and streamline workflows for our users.

Q: I have multiple individuals traveling together, but they require separate invoices. How can I manage this in Tess Travel Solutions?

A: To accommodate separate invoicing for individuals within a group traveling together, you will need to set them up as individual reservations within a Group Trip in Tess Travel Solutions. This structure allows for independent invoicing while still maintaining the group travel context. For detailed instructions on setting up group trips and reservations in Tess Travel Solutions, click here to learn more.

Q: What is the airline code for budget airlines like Frontier or JetBlue within Tess Travel Solutions?

A: For quick access to airline codes, especially for airlines like Frontier or JetBlue, external search tools are often the fastest method. You can use voice assistants like “Hey Siri, what’s the airline code for Frontier Airlines?” or simply perform a Google search. While Tess Travel Solutions does include an Airline code lookup feature within the system under “Suppliers,” then “Airlines,” navigating away from your current trip workflow may be less efficient than a quick external search.

Q: Why doesn’t my custom Tab in Tess Travel Solutions have a save button?

A: When working with custom tabs in Tess Travel Solutions, ensure that you are clicking directly on the tab at the top of the screen, and not on the name of the extension itself. Clicking the extension name may navigate you away from the active trip and into the extension settings, which would explain the missing save button. If you are using Tess Travel Solutions on a smaller screen, the custom tab may be located within the “More+” menu. Always verify that you can still see your trip ID to confirm you are within the correct trip context when using custom tabs.

Q: Why is my booking number showing as unavailable in Tess Travel Solutions?

A: If you encounter an “unavailable” message for your booking number in Tess Travel Solutions, it indicates that the booking number has already been used for that specific operator within the system. To check if you have previously entered this booking, search your booking list in Tess Travel Solutions. If you legitimately need to use the same booking number a second time (for example, for amended bookings), you can append “-2” (or “-3”, etc. for subsequent uses) to the end of the booking number to differentiate it within Tess Travel Solutions.

Client Management within Tess Travel Solutions

Q: How do I export my client list from Tess Travel Solutions for use in another system?

A: Exporting your client data from Tess Travel Solutions is straightforward. Simply click the “Import/Export” button located on your client list page. This will initiate the export process, allowing you to easily transfer your client information to another system. For a more detailed walkthrough of the client import/export functionality in Tess Travel Solutions, click here to learn more.

Q: Can clients directly enter their own information into Tess Travel Solutions?

A: Yes, Tess Travel Solutions allows for client data entry through the Travel Authorization task feature. You initiate this process by entering the client’s name and email address into Tess Travel Solutions. Subsequently, sending a Travel Authorization task to the client enables them to securely complete their remaining personal details directly within the system. This streamlines data collection and ensures client information is accurately captured in Tess Travel Solutions. Click here to learn more about Travel Authorization.

Q: Where should I store my client’s CVV code in Tess Travel Solutions?

A: Due to strict Payment Card Industry (PCI) compliance regulations, Tess Travel Solutions, and indeed any PCI-compliant system, is prohibited from storing CVV codes at any time. When a credit card transaction is processed online, the CVV code is used solely to authorize the transaction in real-time but is never stored by the merchant. Tess Travel Solutions adheres to these security standards, mirroring industry best practices for handling sensitive payment information, including the processing of monthly subscription fees.

Q: My client does not use online accounts. How can they access their client portal in Tess Travel Solutions?

A: We recognize that not all clients are comfortable or familiar with online account logins. To enhance accessibility for all clients, Tess Travel Solutions is in the process of adding a username/email method for client portal login. This alternative login method will provide greater flexibility and convenience for clients accessing their information within Tess Travel Solutions. We will announce the availability of this feature as soon as it is implemented.

Customizing Email Templates in Tess Travel Solutions

Q: Can I personalize the pre-built email templates within Tess Travel Solutions?

A: Yes, Tess Travel Solutions offers template customization. To modify a built-in template, you must first add it to your personal template library. Once added to your library, you can then create a customized copy of the template to suit your specific branding and messaging needs. Please note that email template customization is a feature included in the Tess Travel Solutions Advanced package.

Travel Authorizations and Client Portal Tasks in Tess Travel Solutions

Q: My client can see information for all travelers on the trip in the client portal. How can I restrict access to only their own information in Tess Travel Solutions?

A: In Tess Travel Solutions, the primary traveler on a trip has the ability to verify information for all individuals included in that trip. If you need to limit each traveler’s view to only their personal information within the client portal, designate each traveler as a secondary traveler in Tess Travel Solutions. Alternatively, structuring the booking as reservations within a group trip also achieves this separation of information and allows for individual invoicing as mentioned previously. Choosing the appropriate traveler designation or group trip structure depends on your specific client management and information access requirements within Tess Travel Solutions.

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