Training Video: https://www.loom.com/share/c5b8abbe4e484ee198092d138def3d8d?sid=243aadfe-b5a3-4ce6-966d-0c8595c85618
Summary
In this video, I explain how travelers can access the packing list in their portal. I demonstrate the process step-by-step, starting from finding the itinerary to accessing the checklist. This information is crucial for travelers to ensure they pack everything they need for their program.
- Lookup Student Itinerary
- If Group Travel, go to [Opportunity] > [Public Webpage URL] > [Packing List]
- If Student Travel, go to their [Portal] > [Checklist] > [Packing List]
Objective: To provide team members with a step-by-step guide on how to access and share the packing list for travelers in their portal.
SOP: Accessing Packing List for Travel Program
Key Steps:
- Identify the traveler's name and destination.
- Look up the traveler's itinerary in the salesforce.
- Navigate to the portal link associated with the traveler.
- Encourage the client to log into their portal if they want to see themselves.
- In the portal view, locate and click on the checklist menu item.
- Scroll down the checklist to find the packing list link.
- Click on the packing list link to access the complete list.
- Optionally, copy the packing list content and send it to the client via email using HubSpot.
Cautionary Notes:
- Ensure the accuracy of the traveler's name and destination to access the correct packing list.
- Remind clients to log into their portal for easy access to the packing list.
- Double-check the content before sending it to the client to avoid any errors.
Tips for Efficiency:
- Familiarize yourself with the system to quickly locate traveler information.
- Encourage clients to utilize the portal for a seamless experience.