CLIENTBASE ONLINE TRAINING

ClientBase Online provides access to your client data from any Internet connected computer running Internet Explorer. They offer several video tutorials to help you get started.

CLIENTBASE ONLINE VIDEO TRAININGS

PLEASE NOTE: The Recorded Trainings utilize the Windows Media Player. To hear the recording, simply click on the titles below to launch.

  1. ClientBase Online Program Overview
  2. Overview of ClientBase Online Profiles
  3. Using Marketing Codes
  4. Overview and Creation of a Basic Res Card with Reminder to Follow Up
  5. Using Res Cards to Create Trip Proposals, Invoices and Itineraries
  6. Advanced Res Card Skills

CLIENTBASE ONLINE + SIGNATURE

Here is a quick reference guide for ClientBase Online Profile best practices to get the most out of both your database management and Signature Travel Network tools.

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