How-To's

Load Your Rates
You will be able to add all of your rates and policies in a contract template. You will only need to add this information once, and can issue this template ...
Fri, 18 Aug, 2017 at 3:20 PM
Send a Contract
How to Send a Contract NOTE: Before you can send a contract, you will first need to Add Your Rates in the Rates & Contracts > Template List sect...
Mon, 29 May, 2017 at 5:08 PM
Preview Your Rates
You can view your rates by clicking on the "PDF Download button located in any template or contract. Keep in mind that you will need to complete all th...
Mon, 21 Aug, 2017 at 3:01 PM
Update a Contract
How to Update a Contract If you need to adjust the rates or any information in a contract, you can do so by (i) updating the template which the co...
Mon, 29 May, 2017 at 5:40 PM
Use Rates From Last Year to Create a New Contract
How to Use Rates From Last Year to Create a New Contract This article will show you how to use the rates and information from an old template or contrac...
Wed, 14 Jun, 2017 at 9:37 AM
Copy Information from One Product to Another
How to Copy Information from One Product to Another You are able to copy information from one product into another within a template or contract. To do ...
Mon, 29 May, 2017 at 9:09 PM
Adjust the Rates or Commission Percentage in a Contract
How to Adjust the Rates or Commission Percentage in a Contract You will be able to use our Mass Rate Change tool to adjust the rates or commission perce...
Thu, 31 Aug, 2017 at 10:50 AM
Resend a Contract
How to Resend a Contract From the Rates & Contracts > Contract List: 1. Locate the contract that needs to be resent. You can use the Search B...
Tue, 30 May, 2017 at 1:31 PM
Load Multi-Day Tour Rates
You will be able to add all of your rates and policies in a contract template. You will only need to add this information once, and can issue this template ...
Fri, 18 Aug, 2017 at 3:17 PM
Load Private Tour Rates
You will be able to add all of your rates and policies in a contract template. You will only need to add this information once, and can issue this template ...
Fri, 18 Aug, 2017 at 3:29 PM