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Excursion & Day Tour Email Worksheet

Please complete the following information for your shore excursion, day trip or ancillary services.  If there are any changes or cancellations please make sure to submit a new worksheet.  All forms should be completed PRIOR to your client's travel dates.

Please note that we have fully migrated to the TESS CRM System - See important information below. 
Simpler...Smarter..Everywhere

TESS is an online application completely dedicated to helping travel advisors become more efficient and accurate.  It all starts with your clients, managed in a custom CRM. You record the trips and bookings that you sell and TESS will help you track the payments received to the agency from the supplier for your commissions. Through Tess, you can view reporting and real time commission received into the agency.

With a NETAdvantage subscription, which includes TESS, you no longer have to submit worksheets.  

Although we have not implemented a mandatory monthly fee nor are we requiring the NETAdvantage CRM Program, we have implemented a $2.50 fee for each submitted booking worksheet as of June 1, 2025.  This fee will be reflected on monthly commission statements in the month following the booking form submission date.  However, you can submit up to 3 booking forms each month for no fee.  

Subscribe to one of the NETAdvantage programs today to start using this robust and comprehensive CRM.  TESS is not a separate fee!  It is included in the subscription fees below.  Sign up today through the links below.
Primary Agent Name  *
Agent ID  *
Date Submitted  *
Confirmation #  *
Type of Booking
 *
Type of Purchase *
Total Cost  *
Commission  *
Date Payment Made to Vendor  *
Lead Passenger Name  *
Total Number of Passengers
Destination or Ship  *
Departure/Sail Date
Tour or Excursion Date  *
City of Tour or Excursion  *
Vendor/Site Purchased From  *
Payment Method
 *
Clients Advised of Cancellation Policies *
Notes/Comments
To receive a copy of this worksheet enter your email address here.  *
 
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