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Getting Started with TIS: A Step-by-Step Guide
Using Fillable Agreements and Creating a Personalized Template
Using Fillable Agreements and Creating a Personalized Template
Updated over a week ago

Step 1. Navigate to https://app.travelindustrysolutions.com/member/dashboard
Step 2. Click "Master Templates"

Step 3. Choose your template and click here.

Step 4. Choose your customer. Click here.

Step 5. Click "Next".

Step 6. Fill in each field on the left side of your screen.

Step 7. Click "Next"

Step 8. If you are sending this to your customer immediately, add the appropriate customer signing fields.

Step 9. Next, add the appropriate member signing fields.

Step 10. If collecting a credit card to keep on file or attaching a file, complete this step.
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Step 11. Send to your customer now or save as a template as shown in the following step.

Step 12. Click "Save as Personalized Template"

Step 13. Click the "Template Name*" field.

Step 14. Type the name of the agreement.


If you need more assistance, chat with us on Messenger.๐Ÿ—จ๏ธ

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