Step 1: Get Started

1. Go to TryTESS.com.
2. Click "Try TESS for Free".
3. Click "Start Your 30 Day Challenge Today"
4. Click "Let's Get Started"

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Step 2: Create Your Company and Administrator

Don't worry; you can change this later if it isn't right!

1. Enter your company name as you like your clients to see it.
2. Enter your company short name; you will use this when you log-in so make it short and easy to remember.
   Your clients will not see this.
3. Enter your company's legal name including any LLC, DBA, or other information you need to have included.
4. Enter your admin username (probably your first name).
5. Enter your admin email address (probably your email address).
6. Enter your admin first and last name (probably your first and last name).
7. If this account will receive a commission, check the box and enter a commission rate.
   Owners usually do not pay themselves a commission, but remember you can always change this later.

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Step 3: Create users

Follow these steps if you have additional users to create, if you have none or when you are finished click "Sign Up" to continue.

1. Click Add User.
2. Enter their first name, last name, and email address.
3. Enter their username. This only needs to be unique within your company so make it something simple like their first name, first initial + last name, etc.
4. Choose their user type, usually this will be Agent.
5. If this is a user who is paid a commission for bookings, click the "Receives Commission" checkbox and enter their initial commission rate.
6. Click Save User.
   Repeat this process for each additional user and click "Sign Up" when you are ready to continue.

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Step 4: Activate your Account

In just a moment you will receive an email to confirm your address and activate your account.

1. In the email, click Begin Activation.
2. On the page that opens, review the information and click Begin Activation.
3. Review the End User License Agreement then click Accept Agreement.
4. Enter and confirm a new password then click Continue.
5. Choose your subscription level and click Continue.
   There is no commitment with TESS, and you can change your subscription level anytime,
   so consider trying out the advanced features for free during your trial period!
6. You can enter your credit card now, or if you are just trying TESS, you can enter it later. Click Continue when you are finished.
7. Click Activate on the next screen and you are finished!
   Click Trips Dashboard to be taken into TESS.

Step 1: Login to TESS

1. Go to TraveleSolutions.com.
2. In the upper right corner click "LOGIN".
3. Enter your User Name.
   This is usually something short like your first name or name and initial.
   It is usually not your email address.
4. Enter the password you created when you activated your account.
5. Enter your company short name.
   This is the code that you or your agency owner created when your agency was set up.
   If you do not know what your short name is, contact your administrator or support@travelesolutions.com.
6. Click Sign In.
7. If you are having trouble logging in click "Forgot your password?".

Remember you can include flights in your client's itinerary even if they book their own flights!

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Step 2: Reset Your Password

If you are unable to login, follow these steps after clicking "Forgot your password??.

1. Enter your User Name.
2. Enter your Company Short Name.
   In a few minutes, you will receive an email. If you do not see it, check your spam or clutter folders.
   If you still do not receive it, you probably have your username or company code wrong, contact your administrator or support@travelesolutions.com for help.
3. In the email you received click the link.
4. Enter a new password following the Guidelines on the right.
5. Confirm the password.
6. Click Reset.
   

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Step 3: Change Your Password

1. After logging in, click your name in the upper right corner of TESS.
2. Click My profile.
3. In the Password Change section enter your Current Password.
4. Enter your new password and confirm the password.
5. Click Save.
6. In the upper right corner, you will see a green confirmation dialog.

Overview of Dashboard

The Dashboard is your main page to see how your business is doing.

1. In the upper left corner is a button to show or hide the main menu.
   This is particularly useful on smaller screens where the menu may automatically hide itself to give you more space to work.
2. Along the left is the main menu, where you will find most of the features in TESS.
3. Near the middle of the screen, you will find your upcoming trips. This will update automatically with your current or next trip at the top.
4. To the right, you will find statistics about your month to date and year to date sales and commissions.
   Depending on the size of your screen these features may wrap move to the bottom.
5. Below your trips, you will find your active tasks, sorted by next due (or past due) at the top.
   You can complete the task here, or click on the task or trip to be taken directly to those screens.
6. In the top right is a quick links menu that will allow you to quickly add a trip, client, or help desk ticket from anywhere in the system.
7. Clicking on your name will allow you to access your user profile, company settings (for admins), and to log-out of TESS.

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Clients

Under the Client Management menu, you will find options for managing Clients and Client Leads

• You can create clients/leads manually one at a time.
• Import clients/leads using a spreadsheet.
• A client is someone you have an existing relationship with - you are working on a trip for them or have sold them a trip in the past.
• A lead is someone you have a right to market to. You may receive a list of leads when you attended an industry show, such as a wedding and honeymoon show.
• See the clients and leads sections for more details.

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Trip

You will find all of the trip options under the Trip Management menu.

• There are three types of trips in TESS, standard trips, group trips, and proposals.
• In TESS trips and bookings are different. You will always start with a trip, then add one or more bookings to the trip.
• View the Trip Training section for details on creating and managing trips.

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Help Desk

If you need any help or have any problems or questions, you can create a help desk ticket.

1. Click Help Desk then Tickets.
2. Click Create Ticket (or use the Quick Links menu).
3. Choose the ticket type (this just helps us in reporting).
4. Enter a short description of the problem as the title.
5. Enter a detailed description of the problem, request, or question.
6. You can add attachments, formatting, or copy/paste details to the ticket.
7. Click Save or Save & Close.
   You will receive an email when the TESS team updates your ticket, and you can respond or add additional information by opening your ticket.
   If you prefer, you can also email the support team directly at support@travelesolutions.com.