Introduction - What can Essentialist help with?
A quick introduction on the main needs Essentialist can help with - from adding an extra special experience to a short stay to creating full day-by-day experiential itineraries
Training Modules
Meet the Essentialist Team
Read about the different job roles within the Essentialist Team to better understand who the person of contact is for planning, and who the destination specialists are behind every hand-picked recommendation.
Adding a new trip
New trip requests are quick and easy to upload in the portal with just one page to fill out which is sent immediately on to the Essentialist team to begin work, this short video demo shows you how.
The Messaging System
The messaging system keeps one clear communication channel between the Essentialist and AmEx teams, here you can see where to read and upload new messages along with any attachments that you feel necessary for trip planning.
Understanding the SLAs
A summary of the Service Level Agreements attached to proposals, edits and bookings made by the Essentialist Team for AmEx Centurion Card Members.
The Proposal Stage
Learn how to navigate the digital proposal links which include Essentialist top recommended items tailored to the card member’s preferences and an approximate total trip cost in the pricing summary
The Itinerary Stage
Learn how to navigate the digital itinerary links which show the card member’s trip broken down day by day and include a pricing summary to keep track of items confirmed or still in proposal stage.
Making an Invoice Payment
Invoices are sent in PDF format and are sent with a secure web link to make payment, this short video demo shows you how to open both and add credit card details to secure a booking
Pre-Departure Process
To ensure planning is seamless from start to finish, here we summarize the Essentialist pre-departure process that you can expect before every card member leaves for their trip
Card Member Trip Survey
A video run through of the survey that each card member will receive after their trip. These questions will help to understand user needs, identify areas for improvement and highlight the bookings/processes that members enjoyed
Introducing Essentialist Insider Experiences
Learn how Essentialist enhances member trips with unique masterclasses across the world. Insider's are experts in their field and offer insights and experiences that you can't find elsewhere.
Essentialist Sample itineraries
Need to share inspiration with your members? Essentialist have put together sample itineraries for Amex top 5 travel destinations.