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Welcome to the NEW and improved Largay Guide. Don't forget to bookmark this page and remember, you can use the search box in the upper right corner!
Onboarding Clients with Assistant Services
Onboarding Clients with Assistant Services
Don't have time for this? Click below and have assistant services do it for you!
Tres New Traveler Profile Form
Tres New Traveler Profile Form
Each advisor has a personalized Traveler Profile link, which can be found in your Tres Advisor Profile. This URL can be sent to clients or embedded directly on a webpage or email signature. When clients fill out the form, it will be automatically entered into Tres as a Pending profile. The advisor will then change the profile to Active and add or delete information as needed.
Here is a short video training, showing you how this feature works: https://vid.us/e5w86c
Update Tres Traveler Profile
Update Tres Traveler Profile
Below is a form link that you can send to your client who already have a profile in Tres. This form will be sent to the Largay Support Department and the clients information will be updated in the Tres system.
A pre-designed email template is available in Tres called "Existing Traveler Profile Update".
https://largaytravel.formstack.com/forms/new_traveler_profile_update_form
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