How to Use the TIS Contracts: A Step-By-Step Guide.

Getting started with TIS and using our agreements is simple and easy. Before you begin, you are required to set up your agency profile.
To set up your agency profile, click on Manage Account and then Agency Profile.
This information is used to dynamically create your legal agreements, populate necessary seller of travel information, and account for any change or cancellation fees your agency charges.
After you have completed your profile, navigate to the contracts tab. In this section, you will find links to the TIS master templates, personalized templates, which I will explain how to use in a minute, and any third party contracts you have uploaded to our system to execute with your customers or contractors.
Let’s start with the Master templates. Here is where you will find the TIS agreements you have access to, based on your membership level.
Under the actions section, you have the ability to view the document, download it - if you want to copy and paste it into your preferred CRM, and execute within the TIS platform.
All TIS members have access to compliant e-signature. Gold and Platinum members have use of a third-party, PCI compliant credit card vault to collect, store, and manage customer credit cards. TIS DOES NOT currently connect with merchant providers like Stripe or Square Space. If you want to collect funds directly into your bank account, you will need to utilize another system.
Let’s walk through how to execute a contract within TIS.
Step 1 - click on the execute icon.
Step - choose your customer and click next
Step 2 - enter the amount you want your customer to authorize.
Step 3 - Add the trip reference and any memo you wish to include.
Step 4 - upload any files your client needs to make a decision or authorize their charge. This could be supplier terms and conditions or a trip itinerary.
Step 5 - click Send document.
After the document is sent, your client will receive an email with your information and a link to authorize any charges, view any memos, download any attachments, and electronically sign the document.
If you do not wish to use the payment authorization or do not attach files, your client will not see this information on their end.
After your client or contractor executes the agreement, both you and your client will receive a copy via email, and you will be notified on your dashboard.
To view a payment authorization, go to Customers on the menu, choose the executed contract, select View billing, and then reveal their credit card to make any payments directly with the suppliers.
Now, let’s talk personalized templates. We’ve made completing many other agreements such as the planning fee agreement, group leader agreement, and so on, easier to complete, by guiding you through the process.
Step 1 - click on save as a personalized template icon.
Step 2 - follow the instructions on the left side of the screen.
You’ll notice that we have included paragraph numbers where appropriate to make it easier for you to understand what and where you will be plugging into the agreement.
To navigate between the pages of a long contract, simply click on the arrows up top.
Once you have filled in the required information, click save as a personalized template.
You will be prompted to name the template before the final save.
To use the personalized template, click on Contracts then Personalized templates. Within this section, you can edit the contract further, delete it, or execute it.
If you choose to execute the contract, you will be required to add the appropriate signing fields.
To add the signing fields, choose Member or Customer, whichever person needs to sign. Remember, YOU are the member. The outside party is the customer.
Once you’ve chosen member or customer, click on the signing field you wish to add and drag and drop it to the appropriate place.
Finish by clicking send document.
Last, let’s cover User uploads. We’ve provided you with the ability to upload agreements you have perhaps obtained from another party and use our system as a e-signing tool. To use this feature, click on Add contracts.
Add your copy, complete the necessary fields at the top, then click save. Your saved documents can be located under User Uploads. Here, you can edit the contract further, delete it, or execute it just as you would a Personalized template.
Now that we’ve covered how to use our system, let’s talk in greater detail about your core legal agreements. All plans include a planning fee agreement, terms and conditions, travel insurance waiver, travel services agreement, and shortly after completing this video, we’ll also have a cancellation form.