This CP Maxx™ catalog provides courses on the use of our proprietary technology solution and the next-generation booking and Customer Relationship Management system
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.
Introduction to a new feature called "Buckets". This feature will allow you to research and organize the different aspects of your clients travel.
Clients profiles are used throughout CPMaxx as reservation passengers, communication recipients, leads and more. Learn how to manage your clients in this 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.
Learn all the functions of the CP Marketing Hub tool in CP Maxx
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.
Learn how to create, bundle and email cruise sheets
Learn about the tools you can access in the CP Maxx Dashboard from the homepage.
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.
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.
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.
This course will show you how to find and book a hotel through CP Maxx with the use of eConnect.
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.
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.
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.
Learn how to enter your goals in CP Maxx.
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.
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.
Find out how to use our Reservation tool to create a new Air reservation and make a payment for it all at once.
Find out how to create a new reservation in CP Maxx for hotels & lodging.
Learn about the Payments Due section of the CP Maxx™ homepage as well as running reports for either upcoming or past due payments.
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.
Learn the various reports available in CPMaxx.
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.
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.
Find out where to find Special Sales in CP Maxx™ and how to learn all about those offers.
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.
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.
Find out how to create tour sheets and see what can be done with them.