TourConnect

What is a Workspace?

Rate Management Guide for Buyers

Send a Supplier Rate Request

Upload and store supplier rates on TourConnect and convert them into TourConnect's rate format myself.

Upload/Convert Myself

Supplier sends you a TourConnect contract

Receiving rates in a TourConnect contract

Send a message to the supplier regarding a rate sheet

Submit your request to TourConnect's Data Conversion Team to have your rates converted into TourConnect's rate format.

Request Rate Conversion

Loading Supplier Rates

Request that your suppliers review and sign a self-loaded contract

Requesting a Supplier Signature

Accept a contract that you've self-loaded

Accepting Self-Loaded Rates

Buyer opts-in to have their supplier rates converted into TourConnect's rate format

Receiving rates that have been converted into TourConnect's standard contract format

Supplier uploads their rates from the asset landing page

Receiving (external) uploaded rates submitted from a Contract Request

Supplier replies to your Contract Request and attaches their rates

Receiving (attached) rates from a Contract Request email reply

When a supplier sends rates to you or a colleague directly you can forward them to your TourConnect account.

Receiving (attached) rates sent directly to you or a colleague via email

Resend a contract request

Manage your Rates (Buyers)

Using the Email Add-In for Rate Management

Michael Herrmann

How-To's (Buyers)

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.