Settings

Configure your advisor profile and preferences

Manage your advisor profile, automation preferences, and AI configuration.

CTS

Advisor Name

Business Name

Phone

Website

Brand Color

Email Signature

Follow-Up Approval Mode

Insurance Upsell Reminder

Include travel insurance suggestion in every booking confirmation

Excursion Upsell (90 days out)

Automatically suggest excursions 90 days before departure

Review/Referral Request

Send review request 7 days after return

Use Default Follow-Up Sequence

Apply the standard 11-step sequence to all new bookings

Default Tone

Default Travel Style

Response Length

Pro tip: "Warm & Friendly" tone with "Medium" length produces the best client engagement results for most travel advisors.