Training Modules


Adding a new trip

Posted by Essentialist

When a new trip is loaded into the portal, the Essentialist team automatically receive a notification. Essentialist will acknowledge the new request and send over the tailored proposal via the messaging system according to the SLA.

Helpful notes to include on new trip requests:

· Has the card member been to this destination previously?
· If children are travelling, how old are the children?
· Any specific trip goals that the card member has mentioned
· Any items that Essentialist should focus on (is a full itinerary preferred or just experiences and restaurants for example)