START HERE
     Welcome
     Agency contact info
     Setting up your email
     Using the Drive   
     The Master List
     Organization tips   
     Privacy requirements
     Monthly services fees
     

INSURANCE
     General info
     Training
     Quoting
     Provincial requirements
     Errors & omissions


TRAINING & SUPPLIERS
     General training info
     Team documents 
     Ensemble

     Packages
     Flights
     Hotels/Resorts
     Cruises
     Tours
     Rentals & transportation
     Industry certification
     Events and brochures

  
BOOKING & INVOICING 
     Booking process
     Qualifying clients
     Quoting
     Sales tips
     Charging fees
     Payment methods
     Groups
     Invoicing
     Gift certificates


COMMISSIONS
     Commission pay-outs
     Missing commissions
     Commission levels


MARKETING
     Business cards
     Social media
     Marketing ideas
     Personal websites
     Videos


OTHER USEFUL INFO
     Industry news
     Glossary
     Other resources
     Tips for success
     

MEMBERSHIPS & PERKS
     ACTA, CLIA, and IATA
     FAMs & perks


 
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Organization Tips

Consider making yourself a 'Travel Bible' where you can store print-outs of important documents you will reference regularly (but note that information in this online guide is always subject to change as this is an ever-changing industry).


At supplier events and tradeshows, you will often come away with a lot of business cards. Card holders for a binder or an app for digital storage of this information is always a good idea. 

Use a calendar (digital or paper) to keep track of important dates, including when client payments are due and their travel dates.

 

Consider purchasing a laptop if you do not own one - not all supplier booking interfaces are mobile or tablet friendly.

To stay organized, keep track of your bookings in a spreadsheet. This allows you to quickly reference when payments are due, when clients are traveling, if commission has been paid, etc.

 

Booking Spreadsheet