Knowledge base

Clients (2)

How To Guides (6)

• How to Create a New Client.
• Exploring Different Itinerary Views: Proposal, Itinerary, Confirmation, and Supplier Details.
• Actions for Submitted Traveler Forms.

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Documentation (1)

• Documentation: Clients

Leads (2)

How To Guides (10)

• How to Create a New Lead Booking.
• How to Add Documents, PDFs and Images to a Lead Booking.
• How to Link a Client to a Lead Booking - Lead Booking.

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Documentation (1)

• Documentation: Leads

Groups (1)

How To Guides (3)

• How to Use Groups.
• Service Costs
• Managing Groups with Financial Toggles

Trips (2)

How To Guides (26)

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

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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 (1)

• Documentation: Accommodations

Content (2)

How To Guides (9)

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

View all 9

Documentation (1)

• Destination/Content

Services (2)

How To Guides (8)

• 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, 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 (4)

• How to Create a Supplier Record
• Create Supplier Record from an Accommodation
• Generating Supplier Bills

View all 4

Documentation (1)

• Documentation: Suppliers

Financials (2)

How To Guides (18)

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

View all 18

Documentation (4)

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

View all 4

Reports (2)

How To Guides (4)

• How to Run a Report
• How to Download Client List via Excel.
• Filtered By: Explained

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Documentation (1)

• Documentation: Reports

Tasks (1)

How to Guides (1)

• How to "Create" a Task & Add Task List to Dashboard

User/My Account (1)

How To Guides (3)

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

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.

View all 19

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 (2)

• How to Invite a Partner to Oasis.
• How To Configure a Partner's Account and Upload Branding.

Best Practices (6)

Getting Started (8)

• Sales Stages in the Lead Booking Process: A Strategic Guide - Best Practices.
• Sales Groups and Effective Client and Booking Management - Best Practices.
• How to Invite Clients to the Mobile App - Best Practices.

View all 8

Leads (2)

• How to Add a New Trip to a Lead Booking.
• How to Link a Client to a Lead Booking - Best Practices.

Trips (4)

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

View all 4

Financials (1)

• Margin vs. Markup

Content (1)

• How to Clean/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 (15)

• June 2024 - Flywire Integration - Oasis Feature Release Announcement
• June 2024 - Automated Client Bill Payment Reminder Emails- Oasis Feature Release Announcement June 2024
• Release Notes - September 2023

View all 15

Release Timelines (2)

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