Configure Your Account

In this video, we'll guide you through the initial setup of your Oasis account. Learn how to configure your profile, set preferences, and customize the platform to suit your needs. This step-by-step tutorial ensures you get the most out of Oasis by tailoring the system to match your workflow and enhance your productivity from the get-go. Link to support article providing additional information.

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CRM

Client & Lead/Bookings

This video will show you how to add new clients, track leads, and manage bookings all in one place. Learn to organize client information, follow up on leads, and ensure that every booking is accurately recorded and easily accessible, helping you maintain a seamless workflow and exceptional client service. Link to support article providing additional information.

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Introduction to Groups

This video covers the basics of creating and organizing grouped leads, allowing you to handle multiple clients or travelers under a single group efficiently. Discover how to streamline group management, track group interactions, and ensure smooth coordination for group travel planning and bookings. Link to support article providing additional information.

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Trip Building

Suppliers

In this video, we’ll explore how to manage suppliers within the Oasis Platform. Learn to add, organize, and update supplier information to ensure you have access to the best resources for your itineraries. Discover how to link suppliers to specific trips, track supplier interactions, and maintain a comprehensive database that supports efficient trip building and management. Link to support article providing additional information.

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Images

Learn to upload, organize, and incorporate images into your itineraries and client profiles. Enhance your trip presentations with visually appealing content to ensure your clients have an engaging and informative experience. Link to support article providing additional information.

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Accommodations

Learn to add and manage accommodation details within the Oasis Platform. Ensure your itineraries include comprehensive and accurate lodging information, helping you provide clients with a seamless and well-organized travel experience. Link to support article providing additional information.

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Services

Learn to add and manage various services within the Oasis Platform. Include detailed information about tours, activities, and other services to create comprehensive and attractive itineraries for your clients. Link to support article providing additional information.

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Content

Learn to create and manage content within the Oasis Platform. Add and organize text, images, and other media to enrich your itineraries and provide detailed, engaging information to your clients. Link to support article providing additional information.

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Video Content

Learn to incorporate and manage video content within the Oasis Platform. Enhance your itineraries with engaging videos to provide clients with a dynamic and informative travel experience. Link to support article providing additional information.

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Building a Trip

Learn the step-by-step process of building a trip within the Oasis Platform. Discover how to combine various elements like accommodations, services, and activities to create a comprehensive and appealing itinerary for your clients. Link to support article providing additional information.

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Adding NETT Costs

Learn how to accurately add NETT costs within the Oasis Platform. Understand the process of inputting and managing base costs for services and accommodations to ensure precise pricing and financial management for your trips. Link to support article providing additional information.

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Adding Commission Costs

Learn how to add and manage commission costs within the Oasis Platform. Understand the process of tracking and applying commission rates to services and accommodations, ensuring transparent and accurate financial records. Link to support article providing additional information.

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Utilizing the Cost Calculator

Learn how to use the cost calculator within the Oasis Platform. Discover how to accurately calculate trip costs, including NETT and commission costs, to provide clear and precise pricing for your clients. Link to support article providing additional information.

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Financials

Adding NETT Costs

Learn how to accurately add NETT costs within the Oasis Platform. Understand the process of inputting and managing base costs for services and accommodations to ensure precise pricing and financial management for your trips. Link to support article providing additional information.

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Adding Commission Costs

Learn how to add and manage commission costs within the Oasis Platform. Understand the process of tracking and applying commission rates to services and accommodations, ensuring transparent and accurate financial records. Link to support article providing additional information.

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Using the Cost Calculator

Learn how to use the cost calculator within the Oasis Platform. Discover how to accurately calculate trip costs, including NETT and commission costs, to provide clear and precise pricing for your clients. Link to support article providing additional information.

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Adding Client Payments & Invoice

Learn how to add and manage client payments and generate invoices within the Oasis Platform. Ensure accurate financial tracking and provide professional, detailed invoices to your clients for a seamless financial experience. Link to support article providing additional information.

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Adding Supplier Bills

Learn how to add and manage supplier bills within the Oasis Platform. Keep track of payments to suppliers, ensuring accurate and up-to-date financial records for your trips and services. Link to support article providing additional information.

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Adding Commission Bills

Learn how to add and manage commission bills within the Oasis Platform. Track and record commissions due, ensuring precise and organized financial documentation for your business. Link to support article providing additional information.

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Company-wide Financials

Learn to manage company-wide financials within the Oasis Platform. Gain insights into overall financial health, track income and expenses, and ensure comprehensive and accurate financial reporting for your business. Link to support article providing additional information.

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Company Configuration

Updating Design

Learn how to update and customize the design of your itineraries and other client-facing documents within the Oasis Platform. Ensure a professional and visually appealing presentation that aligns with your brand. Link to support article providing additional information.

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Creating Custom Content

Learn how to create and manage custom content within the Oasis Platform. Tailor your itineraries and client communications with personalized information to enhance the travel experience and meet specific client needs. Link to support article providing additional information.

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Updating Lists

Learn how to update and manage various lists within the Oasis Platform. Keep your data organized and up-to-date, ensuring accurate and efficient access to client information, services, and suppliers. Link to support article providing additional information.

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Setting up Client Forms/Manifests

Learn how to set up and manage client forms and manifests within the Oasis Platform. Collect essential client information and create detailed travel manifests to ensure a smooth and organized travel experience for your clients. Link to support article providing additional information.

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Advanced Features

Mobile App

Learn how to use and manage the Mobile Traveler App within the Oasis Platform. Provide your clients with a convenient and user-friendly tool to access their itineraries, receive updates, and stay connected throughout their travel experience. Link to support article providing additional information.