A new booking system is only useful when your team can carry out the work without waiting for the person who attended the demonstration. The first few weeks after launch need their own training plan. Give advisers time to practise, make help easy to find and check the tasks they can complete independently.

This is the next step after your booking system migration checks. A successful data transfer and a signed launch decision don't tell you whether a colleague can pick up an unfinished enquiry on a busy afternoon. Build that confidence deliberately.

Train for a job your colleague needs to finish

Start with the ordinary work of each role. An adviser may need to retrieve an enquiry, revise a quote and explain the next step to a customer. Someone in booking administration may need to check a supplier response and find the latest document. Finance will have different checks again.

Microsoft's Dynamics 365 training guidance puts the ability to perform specific job functions ahead of attendance alone. Apply that principle to your own plan. Record the task a colleague should be able to finish, the permitted help and what a correct result looks like.

A short task guide should follow the same order as the work. Include the starting point, the checks to make and the situation that requires help. Use screenshots from your agreed configuration, with fictional customer details. Give the guide an owner and a review date so it doesn't quietly become an instruction for an older screen.

Practise a handover as well as a sale

Use an approved training environment or a provider-agreed test procedure. Confirm whether an action could create a real reservation, payment or customer message before anyone tries it. A training exercise should never rely on colleagues guessing which buttons are safe.

For a fictional exercise, give one adviser an enquiry for a family holiday with dates, child ages and a stated budget. Ask them to record the brief and prepare the next action, then hand the record to another colleague. The second person should be able to explain what is known, what needs checking and who will contact the customer. Missing information in that handover gives you a precise training task.

Repeat the exercise with an exception that reflects your business, such as an offer that needs rechecking or a supplier response still outstanding. Ask the learner to show where they would look for the answer. Knowing when to stop and ask for help is part of competent use.

Give the team a reliable place to ask

Nominate a colleague who can gather questions and keep the answers usable. They need time for the role and a route to the provider when the answer isn't known. Avoid making one experienced adviser the only person who can resolve every issue.

Microsoft's Teams adoption guide describes trained champions, feedback and support sessions after rollout. For a small travel team, a brief scheduled drop-in can serve that purpose. Bring actual sticking points, resolve what you can and assign the remaining questions to someone who will follow them through.

Keep a question log with the task, the difficulty and the agreed answer. Separate a training need from a permissions issue, a configuration change or a possible fault. Repeating the same lesson won't fix a colleague's missing access.

Use a small training record

Copy these fields into your team's working document: role; task; test scenario; expected result; guide used; observed result; help needed; next practice date; owner. Write the observed result in plain language. "Found the right booking but used the superseded confirmation" is more useful than "needs confidence".

Choose a small set of routine tasks and review them after the first week, then again when the team has handled a wider range of work. These are suggested review points, not a performance benchmark. Use the findings to improve the instructions and arrange focused practice, rather than treating the record as a league table.

When discussing travel agency software or the Travelify workflow, bring this task list and ask how training will cover your proposed setup. Assign the first handover exercise to two colleagues and book a time to review what they find.