Domestic Travel Consultant Onboarding Checklist

Domestic Travel Consultant Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Domestic Travel Consultant starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Travel onboarding experience or just need an onboarding checklist for your new Domestic Travel Consultant, you’re in the right place. We’ve put together a sample Domestic Travel Consultant onboarding checklist below and have created onboarding templates & resources to help.

Domestic Travel Consultant Onboarding Checklist

1. Introduction to company policies and procedures: The new domestic travel consultant should be provided with a comprehensive overview of the company’s policies and procedures. This includes information on booking processes, customer service standards, communication protocols, and any other relevant guidelines. The task is typically performed by the HR department or a designated trainer.

2. Familiarization with travel booking systems: As a domestic travel consultant, it is crucial to become proficient in the travel booking systems used by the company. This task involves training on how to navigate the system, search for flights, hotels, and other travel services, make bookings, and manage reservations. The training is usually conducted by experienced travel consultants or the company’s IT department.

3. Understanding of travel industry trends and regulations: Staying up-to-date with the latest trends and regulations in the travel industry is essential for a domestic travel consultant. This task involves providing the new hire with resources, such as industry publications, websites, and training materials, to help them stay informed. The responsibility for this task may lie with the company’s training department or the travel consultant’s supervisor.

4. Product knowledge training: To effectively assist clients in planning their domestic travel, the new consultant should receive comprehensive training on the company’s products and services. This includes information on different travel destinations, airlines, hotels, car rental companies, and any other relevant offerings. The task is typically performed by experienced travel consultants or the company’s training department.

5. Shadowing experienced travel consultants: One of the most effective ways for a new domestic travel consultant to learn the ropes is by shadowing experienced colleagues. This task involves pairing the new hire with a seasoned consultant who can provide guidance, answer questions, and demonstrate best practices. The responsibility for this task lies with the travel consultant’s supervisor or a designated mentor.

6. Introduction to customer relationship management (CRM) tools: CRM tools are essential for managing client information, preferences, and bookings. The new domestic travel consultant should receive training on how to effectively use the company’s CRM system. This includes entering and updating client data, tracking bookings, and generating reports. The training is typically conducted by the company’s IT department or a designated trainer.

7. Understanding of company’s pricing and commission structure: A domestic travel consultant should have a clear understanding of the company’s pricing and commission structure. This task involves providing the new hire with information on how pricing is determined, any discounts or promotions available, and how commissions are calculated. The responsibility for this task lies with the company’s finance or sales department.

8. Introduction to customer service standards: Providing exceptional customer service is crucial in the travel industry. The new domestic travel consultant should receive training on the company’s customer service standards, including how to handle customer inquiries, complaints, and special requests. This task is typically performed by the company’s training department or the travel consultant’s supervisor.

9. Familiarization with company’s communication channels: Effective communication is vital for a domestic travel consultant. The new hire should be introduced to the company’s communication channels, such as email, phone systems, instant messaging platforms, and any other tools used for internal and external communication. The responsibility for this task lies with the company’s IT department or a designated trainer.

10. Introduction to company’s health and safety protocols: In the travel industry, ensuring the health and safety of clients is paramount. The new domestic travel consultant should receive training on the company’s health and safety protocols, including emergency procedures, travel insurance options, and any specific guidelines related to COVID-19 or other potential risks. This task is typically performed by the company’s HR department or a designated trainer

Setting Up Your Employee Onboarding Process

From reading through the items in the example Domestic Travel Consultant checklist above, you’ll now have an idea of how you can apply best practices to getting your new Domestic Travel Consultant up to speed and working well in your Travel team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.