Workspace Extensions

Adding workspace extentions to your trip

Go to the trip information page.
Click on +Add Extension

3. Type in the name of the extension

4. Click Save

Disney

Extension Name: WDW

Client portal tasks - 1 day after booking
Accessing TESS client portal - 3 days after booking
Client portal activation - 3 days after booking
My Disney Experience Setup - 3 days after booking
Authorizing payment in TESS client portal - 5 days after booking
Theme Park Reservations - 5 days after booking
VIP Tours - 150 days before Disney
Enchanting Extras - 150 days before Disney
Grocery & Package - 120 days before Disney
Light Saber Builds - 90 days before Disney
Dining Reservations - 90 days before Disney
Memory Maker Purchase - 60 days before Disney
Final Payment Due - 60 days before Disney
Magic Bands - 30 days before Disney
Magic Mobile - 30 days before Disney
Lightning Lane - 20 days prior
Online Check-in - 15 days before Disney
Disney Genie Service - 12 days before Disney
TRON Lightcycle/Run - 10 days before Disney
Cosmic Rewind - 8 days before Disney
Ready to go? - 7 days before trip
Countdown - 5 days before trip
Thank You - 2 days after return
Memory Maker Download - 5 days after return

Royal Caribbean

Extension Name: Royal Caribbean

Client portal tasks - 1 day after booking
Client portal activation - 5 days after booking
Accessing TESS client portal - 5 days after booking
Royal Caribbean account setup - 5 days after booking
Authorizing payment in TESS client portal - 10 days after booking
Beverage Package Options - 90 days before sailing
Online check-in - 50 days before sailing
Ready to go? - 7 days before trip
Welcome Back & Thank You - 1 day after travel

Celebrity

Extension Name: Celebrity

Client portal tasks - 1 day after booking
Client portal activation - 5 days after booking
Accessing TESS client portal - 5 days after booking
Celebrity account setup - 5 days after booking
Authorizing payment in TESS client portal - 10 days after booking
Online check-in - 94 days before sailing
Ready to go? - 7 days before trip
Welcome Back & Thank You - 1 day after travel

Norwegian

Extension Name: NCL

Client portal tasks - 1 day after booking
Client portal activation - 5 days after booking
Accessing TESS client portal - 5 days after booking
Norwegian account setup - 5 days after booking
Authorizing payment in TESS client portal - 10 days after booking
Online check-in - 22 days before sailing
Ready to go? - 7 days before trip
Welcome Back & Thank You - 1 day after travel

Virgin Voyages

Extension Name: Virgin Voyages

Client portal tasks - 1 day after booking
Client portal activation - 5 days after booking
Accessing TESS client portal - 5 days after booking
Virgin Voyages account setup - 5 days after booking
Authorizing payment in TESS client portal - 10 days after booking
Final Payment Due in 60 days - 180 days before sailing
Bar Tab - 175 days before sailing
Final Payment Due in 30 days - 150 days before sailing
Online check-in - 145 days before sailing
Final Payment Due - 127 days before sailing
Shore Things - 125 days before sailing
Spa - 100 days before sailing
Hotels - 90 days before sailing
Scarlet Night - 75 days before sailing
Embarkation Day - 30 days before sailing
Ready to go? - 7 days before sailing
Welcome Back & Thank You - 1 day after travel

Carnival

Extension Name: Carnival

Client portal tasks - 1 day after booking
Client portal activation - 5 days after booking
Accessing TESS client portal - 5 days after booking
Carnival account setup - 5 days after booking
Authorizing payment in TESS client portal - 10 days after booking
Beverage Package Options - 90 days before sailing
Online check-in - 21 days before sailing
Youth Registration - 15 days before sailing
Ready to go? - 7 days before trip
Welcome Back & Thank You - 1 day after travel

Europe

Extension Name: Europe

Client portal tasks - 1 day after booking
Client portal activation - 1 day after booking
Accessing TESS client portal - 2 days after booking
Authorizing payment in TESS client portal - 5 days after booking
Packing List for Europe - 60 days before travel
Additional Tips - 45 days before travel
STEP Program - 40 days before trave
Know Before You Go - 30 days before travel
TSA Travel Checklist - 20 days before travel
Alcohol - 15 days before travel
Ready to go? - 7 days before trip
Welcome Back & Thank You - 1 day after travel

Universal Studios

Extension Name: Universal

Client portal tasks - 1 day after booking
Client portal activation - 1 day after booking
Accessing TESS client portal - 2 days after booking
Authorizing payment in TESS client portal - 5 days after booking
Download the App - 90 days before trip
What to Bring - 75 days before trip
Universal Studios Photo Package - 60 days before trip
Tips - Families & Kids - 45 days before trip
Allowable outside food & drink - 30 days before trip
Locker Rental - 15 days before trip
Ready to go? - 7 days before trip
Welcome Back & Thank You - 1 day after travel

Disney Cruise Line

Extension Name: DCL

Client portal tasks - 1 day after booking
Client portal activation - 1 day after booking
Accessing TESS client portal - 2 days after booking
Authorizing payment in TESS client portal - 5 days after booking
Introduction - 7 days after booking
My Disney Cruise Account - 8 days after booking
Disney Character Call - 10 days after booking
Overview - 160 days prior
Onboard Activities - 150 days prior
Booking Activities - 140 days prior
Reservations - 130 days prior
Kids/Teens Club - 120 days prior
Dining Overview - 100 days prior
Bibbidi Bobbidi Boutique - 80 days prior
WIFI - 70 days prior
Gratuities - 60 days prior
Online Check-in - 45 days prior
Royal Gathering - 40 days prior
Packing Tips - 30 days prior
Embarkation Day - 14 days prior
Disembarkation Day - 7 days prior
Welcome Back & Thank You - 1 day after travel

All Inclusive

Extension Name: All Inclusive

*This extension focuses primarily on Mexico & the Caribbean

**A few more emails will be added - work in progress! :)

Client portal tasks - 1 day after booking
Client portal activation - 1 day after booking
Accessing TESS client portal - 2 days after booking
Authorizing payment in TESS client portal - 5 days after booking
Passport Expiration/Paperwork - 10 days after booking
What is All Inclusive - 120 days prior
STEP Program Enrollment - 80 days prior
Baggage Limitations - 60 days prior
Verify wireless plan - 50 days prior
Sleep-Park-Fly - 45 days prior
Specialty items to pack - 30 days prior
Tips on Tipping - 25 days prior
Packing List - 20 days prior
Tips for your Trip - 15 days prior
Ready to go? - 7 days prior
Tomorrow is the day - 1 day prior

**If your vacation is to Mexico, also manually add the Visitax email template to the client

Funjet - Final Payment Due

Extension Name: Funjet - Final Payment Due

Final Payment - 60 days: 105 days prior
Final Payment - 30 days: 75 days prior
Final Payment - 2 weeks: 59 days prior
Final Payment - 1 week: 52 days prior

Generic Cruise

Extension Name: Cruise

Client portal tasks - 1 day after booking
Client portal activation - 2 days after booking
Accessing TESS client portal - 2 days after booking
Authorizing payment in TESS client portal - 5 days after booking
Ready to go? - 7 days before trip
Welcome Back & Thank You - 1 day after travel

Page updated

Report abuse