CP Maxx™

This CP Maxx™ catalog provides courses on the use of our proprietary technology solution and the next-generation booking and Customer Relationship Management system

CP Maxx™: Basics (4:58)

This course takes you through the basic features of CP Maxx™ such as review of the Home page, Navigation, Last Viewed feature, CP Maxx™ icons and the Autocomplete feature.


CP Training & Development

training@cruiseplanners.com

CP Maxx™: Buckets (2:20)

Introduction to a new feature called "Buckets". This feature will allow you to research and organize the different aspects of your clients travel.


CP Training & Development

training@cruisitudeacademy.com

CP Maxx: Clients Series

Clients profiles are used throughout CPMaxx as reservation passengers, communication recipients, leads and more. Learn how to manage your clients in this series.


CP Training & Development

training@cruiseplanners.com

CP Maxx™: CP Insights Series

Through a third-party partnership, CP Insights provides you with socio-economic information about your clients / contacts. For a nominal fee, you can retrieve a client’s “spend capability” including their income tier, median age and a description of the spending habits (e.g. high discretionary spending or credit card reliant). Your franchise must be enrolled in the Full Sails program and a client must have an address in order to take advantage of this innovative functionality.


CP Training & Development

training@cruiseplanners.com

CP Maxx™: CP Marketing Hub Series

Learn all the functions of the CP Marketing Hub tool in CP Maxx


CP Training & Development

training@cruiseplanners.com

CP Maxx™: CP Mobile (2:19)

CP Mobile is available for both iPhone and Androids smartphones. It is an app for your clients which lets them stay in touch with you as well as accessing their trips and searching for booking cruises and travel deals.


CP Training & Development

training@cruiseplanners.com

CP Maxx™: Cruise Sheets (8:29)

Learn how to create, bundle and email cruise sheets


CP Training & Development

training@cruiseplanners.com

CP Maxx™: Dashboard Series

Learn about the tools you can access in the CP Maxx Dashboard from the homepage.


CP Training & Development

training@cruiseplanners.com

CP Maxx: eCard Builder Series

In the ecard builder series you will learn how to use Cruise Planners electronic card system that allows you to create custom ecards for you clients.


CP Training & Development

training@cruiseplanners.com

CP Maxx™: Find a Cruise (18:00)

Find out how to use the Find a Cruise tool in CP Maxx and see what kind of options you have at your disposal with the results.


CP Training & Development

training@cruiseplanners.com

CP Maxx™: Find a Flight Tool Series

Explore this series to learn how to search and book flights with various airlines through our partnership with GMT. This tool gives you access to specialty (and sometimes discounted) pricing in addition to normal published rates. You also have the option to charge an additional fee to earn commission on flights booked through Find a Flight.


CP Training & Development

training@cruiseplanners.com

CP Maxx™: Find a Hotel (13:44)

This course will show you how to find and book a hotel through CP Maxx with the use of eConnect.


CP Training & Development

training@cruiseplanners.com

CP Maxx™: Find a Tour (13:20)

Learn how to use the Find a Tour module in CP Maxx and see how to search for tours, place multiple tours in buckets, create tour sheets, and more.


CP Training & Development

training@cruiseplanners.com

CP Maxx™: Franchise Profile: Franchise Associate (2:06)

As a franchise owner, you have the ability to log in as your associate to help you better support your team when troubleshooting any technical issues for your associate.


CP Training & Development

training@cruiseplanners.com

CP Maxx™: Generate Client List (15:53)

Find out about all the options available to generate a list of clients that will allow you to save it as a file in your computer, send to CP POD, and more.


CP Training & Development

training@cruiseplanners.com

CP Maxx: Goals Series

Learn how to enter your goals in CP Maxx.


CP Training & Development

training@cruiseplanners.com

CP Maxx: Groups Series

The group section in CPMaxx allows you to manage your private franchise cruise/loading/package groups. In this series, you can learn how to create groups, add reservations to them and run group passenger reports.


CP Training & Development

training@cruiseplanners.com

CP Maxx™: Hot Lists Series

Hot Lists is centered around providing you a list of clients to reach out to, at the most opportune time. This series will explain what it is and the reason why it is a great marketing tool for you to use.


CP Training & Development

training@cruiseplanners.com

CP Maxx™: New Air Reservations (17:41)

Find out how to use our Reservation tool to create a new Air reservation and make a payment for it all at once.


CP Training & Development

training@cruiseplanners.com

CP Maxx™: New Lodging Reservation (13:52)

Find out how to create a new reservation in CP Maxx for hotels & lodging.


CP Training & Development

training@cruiseplanners.com

CP Maxx™: Payments Due (8:00)

Learn about the Payments Due section of the CP Maxx™ homepage as well as running reports for either upcoming or past due payments.


CP Training & Development

training@cruiseplanners.com

CP Maxx™: Quick Actions (1:44)

in this segment you will learn how to find the quick action feature within CP Maxx™. Also you will discover the various functions that are easily accessible from the quick action feature.


CP Training & Development

training@cruiseplanners.com

CPMaxx: Reports Series

Learn the various reports available in CPMaxx.


CP Training & Development

training@cruiseplanners.com

CP Maxx™: Reservations & Bookings Series

A reservation within CP Maxx is made up of one or more vendor bookings for a given trip. In this series, you learn about the multiple sections that allow you to manage the reservation within CP Maxx.


CP Training & Development

training@cruiseplanners.com

CP Maxx™: Search Anything Bar (4:27)

See how to take full advantage of the Global Search / Search Anything bar which is always available at the top of your CP Maxx window.


CP Training & Development

training@cruiseplanners.com

CP Maxx: Segments Series


CP Training & Development

training@cruiseplanners.com

CP Maxx™: Special Sales (7:53)

Find out where to find Special Sales in CP Maxx™ and how to learn all about those offers.


CP Training & Development

training@cruiseplanners.com

CP Maxx™: Trip Summary Series

In this series, you will learn the various functions of the Cruise sheets tool. This tool will help you build a cruise summary that can be emailed to your client.


CP Training & Development

bvarela@cruiseplanners.com

CP Maxx™: Triggered Emails Series


CP Training & Development

training@cruiseplanners.com

CP Maxx™: Viator (7:44)

Learn how to register with Viator, how to retrieve your Viator account ID from the Viator travel agent site and enter it in CP Maxx to allow your clients to book excursions on your Cruise Planners website.


CP Training & Development

training@cruiseplanners.com

CP Maxx™: Tour Sheet (8:27)

Find out how to create tour sheets and see what can be done with them.


CP Training & Development

training@cruiseplanners.com

CP Maxx™: Updating Your Email Signature (4:24)

This course will show you what options are available for your email signature in CP Maxx™ as well as how to update them.


CP Training & Development

training@cruiseplanners.com