Click the link to view the CBO Live Connect Integration YouTube video library. Click the link to view, print or save the Live Connect Provider Feature List. Click the link to view a list of the Live Connect Providers. 
Getting Familiar with Live Connect Resources: Using Live Connect to Book Travel (37 minutes).For text learners:Open the attachment to read the training content. The attachment is a PDF document located under the Related Links at the bottom of this article.įor both learners:It's important to practice what you learn! Once you have watched the recordings and/or read the attached document, move down this page to the practice exercises, additional recourses and skill enhancements.
#CLIENT BASE ONLINE HOW TO#
How to access your Reservation after importįor visual learners: Watch the recordings listed below. How to import a reservation from a Live Connect provider’s website into ClientBase Windows. How to comparison shop using Live Connect. How to move profile information from ClientBase Windows into a Live Connect provider’s website. Where to find valuable Live Connect resources. In this fourth packet, Using Live Connect, you are learning to master the following skills: Now that you have been introduced to the ClientBase Windows Res Card to manage the sales process, and learned how to manually create a Reservation, it’s time to learn how to save yourself valuable time and increase efficiency by using Live Connect. Then electronically transmit back reservation details and automatically complete the reservation form with what’s been booked! Print out client quotes or itineraries, generate invoices and trip statements. 
Save time and improve efficiency by transmitting selected client information to a booking engine on-line. One of the most innovative features in ClientBase Windows is Live Connect which is found in the Res Card.
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