Go Coach Tours

Training

Short lessons on selling Go Coach Tours.

Your progress
0 of 14 lessons complete (0%)
Interactive portal tour

A guided walkthrough that runs on the real portal: you click the actual menus and buttons while the tour follows you from page to page. It uses clearly-marked DEMO records, so no client is emailed and no booking or payment is real.

  1. Client enquiry
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  2. Add or select clientMy Clients
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  3. Quote details (tour, departure, travellers, rooming)Create a Client Quote
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  4. Submit for Management approvalCreate a Client Quote
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  5. Go Coach Tours Management approves the quotation
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  6. Send approved quotation to clientMy Quotations
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  7. Client accepts (recorded)My Quotations
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  8. Booking requestMy Quotations
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  9. Go Coach Tours approval
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  10. Go Coach Tours payment request
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  11. Agent payment follow-upMy Bookings
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  12. Collections records payment
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  13. Confirmed bookingMy Bookings
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  14. Missing traveller details completed
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  15. Travel ready
Getting started
Portal introduction

How the workspace fits together: clients, trips, quotes, bookings and commission are one connected record.

Agent account and branding

Set your agency logo, display name, contact details and accent colour so every client document is yours.

Adding clients

Add contacts before they book, and let inquiry forms create them for you.

Creating trips

One trip per travel opportunity — it carries the quotes, booking and activity.

Selling Coach Tours
The approved Coach Tour programme

Only products released to trade appear in the portal. Read inclusions from the product record, never from memory.

Choosing the correct departure

Departure status shows as Open, Limited or Closed. Ask trade support when a date shows Closed.

Explaining inclusions and exclusions

What is covered, what the client pays locally, and how supplements work.

Quoting and booking
Creating a quote

Use the step-by-step quote builder and send a branded client link.

Rate, markup and commission rules

Your agency's contracted commercial model decides how you earn on each booking.

Requesting availability and holds

Availability is validated against live inventory before any hold is created.

Passenger details and balances

What must be complete before a departure becomes travel ready.

After booking
Client communication

Keeping clients informed between confirmation and departure.

Booking changes

How name changes, cancellations and date moves are handled.

Working with trade support

Open a support request from the booking so nothing has to be retyped.

Training never blocks selling — you can quote and book at any time.