Contact Us
Try eRoam

Consultant Training I

Categories: Consultant
Wishlist Share
Share Course
Page Link
Share On Social Media

About Course

This course is designed for users in the Consultant role. You’ll learn everything you need to build captivating client-ready itineraries, prepare quotes, make bookings, and manage daily tasks within eRoam.

When you log in as a Consultant, you’ll be directed straight to the Consultant screen to get started with your work. screen.

What Will You Learn?

  • How to create an itinerary from scratch.
  • How to confirm a route for an itinerary.
  • How to add and modify locations along the route.
  • How to add Group Inclusive Tours (GITs) to an itinerary.
  • How to search for available GITs and add them to the itinerary.
  • How to add and customise Own Arrangement products (Hotels, Activities, Transport, Transfers, and Car Hire).
  • How to search and select Own Arrangement Hotels, and customise their details.
  • How to add and customise Own Arrangement Activities, including descriptions and operator information.
  • How to select and add transport options like flights and adjust the details for multi-leg journeys.
  • How to add custom transfers and car hire services to the itinerary.
  • How to update prices and apply yield settings for products.
  • How to finalise an itinerary and prepare it for the client.
  • How to adjust and remove products as needed to create a tailored experience.

Course Content

Create Itinerary
In this course we’ll look at how easy it is to build a complex itinerary and prepare a quote from scratch using eRoam.

  • How to Create an Itinerary
  • Guide to the ‘Confirm Route’ Step
  • Guide to the ‘Confirm Route’ Step Quiz
  • Guide to Adding Group Inclusive Tours to an Itinerary
  • Guide to Adding Group Inclusive Tours to an Itinerary Quiz
  • How to Create an Itinerary INTERACTIVE
  • How to Create an Itinerary Quiz

Own Arrangements

Student Ratings & Reviews

No Review Yet
No Review Yet