10 Step Course

Familiarizing yourself with the platform will be key to your success in PlanitEasy. Here are some important areas that you can explore during your free trial:

1. Welcome Email

2. E-Tour of Dashboard and getting started article

Within your My Account menu, you’ll find a variety of settings you will may find helpful to

customize at the beginning of your journey. Complete the checklist below using the help article links provided.

1. Checklist and Article

2. E-Tour of My Account

Getting your client information in PlanitEasy is a crucial first step to using the many features in PlanitEasy to support your client relationship.

1. E-Tour of Client Profile

2. Importing Client Profiles

3. Client Profile Groups

4. Client Profile Tags

5. Sending Forms to Clients to Update Existing Profiles

Want a demo on forms? Click Here to schedule one.

Here are some materials you should prepare: Your client profile data: you will need an export of client data from an existing CRM like Clientbase, or in an excel grid exported from MS Office, Sabre, or another platform. (Reach out to the PIE team if you need help importing your files).

***DISCLAIMER*** During the 10-Day Trial, you will have a maximum of 10 client profiles

available.

Forms support automation in PlanitEasy, taking the manual work of managing client information or requests out of your hands. Be sure to check out the standard forms that are available to all users in PlanitEasy, and consider which forms you may want to customize to support your business workflow like client intake, lead management, accepting terms, conditions, and collecting fees.

1. Traveler information form

2. Trip Request form

3. Credit Card Authorization form video

4. E-Tour of the Forms Screen (from dashboard)

Want a demo on forms? Click Here to schedule one.

Here are some materials you should prepare: any existing terms and conditions, travel

insurance waivers, credit card authorization forms, client intake, lead generation, travel review requests.

The trip planner tool is going to be your main workspace:

1. How to Create a Trip

2. How to Use the Planner Page

3. Create Checklist Templates, Create Tasks, Create Task Reminders

4. Creating a Trip and Sharing your Proposal

5. Importing E-mail Confirmations

6. Importing PNRs (If using Sabre integration)

7. Adding Travelers

8. Creating Reservations

9. Adding Rooms or Multiple Room Types to a Hotel

10. Adding Travelers to Reservations

11. E-Tour of the Trip Planner Page

Want a demo on trip planner? Click Here to schedule one.

1. How to Share your Proposal and Itinerary

2. Creating a Trip with Booking Options

3. Emailing Your Clients Their Itineraries

4. Extra Daily Content Explained

5. Classic and Modern Itinerary Design

6. Understanding the Proposal and Booking Flow Settings

Want a demo on trip planner? Click Here to schedule one.

1. The PlanitEasy client facing app and how to experience it like a client

1. Creating Client Invoices

2. Setting Up Your invoice

3. Recording a Payment to an Invoice

4. Changing Final Payment Due Date on Invoice

5. E-tour of Invoice

1. Customizing/Managing Client Itinerary

2. Itinerary Builder vs. Package Builder

You may have noticed that your free trial with PlanitEasy has ended and we hope your journey was enjoyable. This is a great time to consider taking a look at our different subscriptions so you can take full advantage of our platform. We’d love to keep this going!

Ready to commit to a monthly PlanitEasy subscription? Great! If you belong to a host agency, reach out to your administrator to upgrade your account!

Not ready? Take your time. We will be here when you are ready!

As always, please reach out to us using the chat/email or schedule some time to chat with us HERE.