Knowledge base

Clients (2)

How To Guides (6)

• How to Add Client and Supplier Documents
• How to Create a New Client
• Actions for Submitted Traveler Forms

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Documentation (1)

• Documentation: Clients

Leads (2)

How To Guides (11)

• Optimizing Lead Management with Sales Groups and Booking Strategies
• How to Create a New Lead Booking
• How to Add Documents, PDFs and Images to a Lead Booking

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Documentation (1)

• Documentation: Leads

Groups (1)

How To Guides (2)

• How to Use Groups
• Managing Groups with Financial Toggles

Trips (2)

How To Guides (26)

• How to Create a Trip
• Trips - How to Create a Supplier Bill
• Trip - How to Edit Supplier Bills

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Documentation (1)

• Documentation: Trips

Shared Trips (1)

How To Guides (1)

• How to Share a Trip in Oasis

Accommodations (2)

How To Guides (3)

• How to Create a New Accommodation
• How to Add an Accommodation to a Trip
• How to Add a Room Type to an Accommodation

Documentation (2)

• Documentation: Accommodations
• How to use the Accommodation Rating

Content (2)

How To Guides (10)

• How to Create Content
• How to Search for Content
• How to Add Content to a Day

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Documentation (1)

• Destination/Content

Services (2)

How To Guides (9)

• How to Create a Service
• How to Search for a Service
• How to Update a Service Description

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Documentation (1)

• Documentation: Services

Images (2)

How To Guides (3)

• How to Add or Upload an Image
• How to Add an Image to a Tour/Service, Destination/Content, Accommodation/Room or Trip
• How to Add an Unsplash Image

Documentation (1)

• Documentation: Images

Documents and Links (1)

How To Guides (3)

• How to Add Documents, PDFs and Images to a Lead Booking
• How To Upload a Reusable Image or Document
• How To Add Reusable Links

Suppliers (2)

How To Guides (3)

• How to Add Client and Supplier Documents
• Create Supplier Record from an Accommodation
• How to Create a Supplier Record

Documentation (1)

• Documentation: Suppliers

Financials (2)

How To Guides (14)

• How to Add or Edit a Trip Cost
• Financials: Issues and Insights
• Tools for Effective Supplier Bill Management

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Documentation (3)

• Documentation: Supplier Bills
• Documentation: Client Invoices
• Documentation: Lead Financials

Reports (2)

How To Guides (2)

• How to Download Client List via Excel
• How to Export and Navigate Reports

Documentation (1)

• Documentation: Reports

Tasks (1)

How to Guides (1)

• How to Create a Task & Add the Task List Dashlet to the Dashboard

User/My Account (1)

How To Guides (3)

• How to Add, Remove or Reorder Dashlets
• How to Change Your Password
• How to Register an Oasis User

Company Profile (2)

How To Guides (19)

• How to Update the Sales Stage List
• How to Edit the Client Manifest and Traveler Form
• How to Create a Custom Traveler Form

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Documentation (3)

• Documentation: Profile - Company Details
• Configuration: List Locked Items
• Navigating the Sales Stages in the Lead Booking Process: A Strategic Guide

Partners (1)

How To Guides (4)

• How to Invite a Partner to Oasis
• How To Edit a Partner Account and Update Branding
• Oasis Platform - Basic+ Partner Account Features

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Best Practices (6)

Getting Started (10)

• Oasis Video University
• Sales Stages in the Lead Booking Process: A Strategic Guide - Best Practices
• Sales Stages: Best Practices for Client and Booking Management

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Leads (3)

• Best Practices - How to Add a New Trip to a Lead Booking
• How to Link a Client to a Lead Booking - Best Practices
• Best Practice: Naming Conventions for Lead Bookings

Trips (4)

• Best Practice for Keeping Organized using Sample Trips
• Basic HTML Formatting
• Difference Between HTML and Plain Text

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Financials (1)

• Margin vs. Markup

Content (1)

• How to Properly Clean and Format HTML

Images (1)

• Best Resolution and Size of Images

Mobile App (iOS and Android) (1)

How To Guides (9)

• How To Login to the Oasis Travel App
• How To Add a Passenger or Update an Existing Passenger
• How To Add a PDF Document (iOS)

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Videos (1)

Video Library (1)

• New Advisor's Guide: Exploring the Oasis Travel Platform (Demo)

AI (1)

Beta Docs (1)

• How to add AI Generated Content and Descriptions

Basic Account (1)

Knowledge base for Basic Accounts (Free Users)

How to Guides (1)

• How to Sign Up for a Basic Account

Releases (2)

Release Updates (18)

• September 2024 - Accommodations View, Room Images, and Removal of Custom Payment Button
• August 2024 - Automate Service Costs - Oasis Feature Release Announcement
• July 2024 - Organizing Client and Supplier Documentation - Oasis Feature Release Announcement

View all 18

Release Timelines (2)

• 2024 Oasis Travel's Roadmap: A Timeline of Feature Releases
• 2023 Oasis Travel's Roadmap: A Timeline of Feature Releases