USING YOUR BACK OFFICE

(Additional Information, go to Log In Back Office)

1.      Go to your YTB web site

2.      Choose the link titled “Log In” (on top of screen toolbar)

3.      Enter your “User ID” and your “Password” (can be located from first step)

4.      You will be in Back Office

A)    In Back Office, select Resource on toolbar, select YTB Paycard (Read information, if needed), select purchase YTB Card, follow instructions for Pay Card fee. Special Note: do not get out until you select other link YTBpaycardonline.com, print out application from online, complete and send in with Driver License or state ID and mail in to YTB Corporate Office in Wood River, IL.

Step 3.

B)     In Back Office, select ATM (Automated Travel Marketing System). On the left side, input family, friends and associates names and email for weekly promotional offer and follow-up.

Step 4.

C)     In Back Office, select Company Events, left side, select City for CRTA certification (required for CLIA Approval). Complete CLIA application, pay processing fees and send in 2 new 2 x 2 pictures with application to corporate office. Select any other certifications.

Step 5.

D)    In Back Office, select Customer Support on the left side. Use customer support to ask questions, get clarification, or get responses back from previous requests from the customer support team via email.

Step 6.

E)     In Back Office, select Travel Portal on the left side. Select Publications on right side to request free publications (1) Agent at home, (2) Travel Agent, and (3) Recommend magazines. Travel Trade (Small Fee)

Step 7.

F)     In Back Office , select Travel Portal on the left side. Select Fam Trips on right side (Family Organization Discounts Trips). Some Fam Trips require CLIA Card. (See CRTA certification class.)

Step 8.

G)    In Back Office select Travel Portal on the left side. On the right side, select YTB Business Card to order (unless selecting team business card, then complete team form).

Step 9.

H)    In Back Office, select Travel Portal on the left side. left side online info for Travel Training must review process.

Step 10.

I)       In Back Office, select Travel Portal on the left side. On the right side select Forms, locate Property Inspection Form and other Forms. 

Step 11.

J)       In Back Office, select Travel Portal on the left side. On the right side select Commission Claim Form. (Use only if you do not book through your web site and must complete online prior to departure) *Keep a log or spreadsheet of past, pending and completed reservations. If needed you can submit a lost Commission Research Form for commission inquiry locate in Forms (See step 10) fax to 618-659-9826

Step 12.

K)    In Back Office, select Team (top tool bar). Select Entire Details for information on team.

Step 13.

L)     Complete Business Plan (See Step 14).

TO VIEW YOUR TEAM

1.      Go to your YTB web site and Log In

2.       When you are in the back office, click on My Team

3.      Scroll down and under Genealogy click Run Report

4.      Click on See Details to see members details

For Internal Use and Training Purposes Only. Not to be Distributed to the Public.