Setup Agents

Agents create and manage commissionable bookings on behalf of their customers or employees.

Highlights

• Travel agents
• Concierges
• Account managers
• Commission reports

Properties

• Commissioned and non-commissioned
• Default commision rate; or, override and assign a set rate based on inventory
• Commissions applied to selected products only
• Assign a fare for agent bookings
• Assign a coupon for agent bookings
• Assign taxes
• Link agents together in a group with administrators
• Enable special agent payment methods online
• Agents maintain their own customer list

Setup an agent

1. Click Tools > Accounting > Agents.
2. Click New Entry.

   

3. Click the Name search button and find or create a contact.
4. Enter a Service and Member.

   

5. Click the Commission tab.
6. Optional.  Check Enable commissions for this agent and set the rate.

   

7. Optional.  If applicable, set the Tax options.

   

8. Click the Web tab.
9. Optional.  Check to Enable agent web login and set the Password.

   

10. Click OK.

Agent login for online bookings

1. Click Login.
2. Click the Agent radio button.
3. Select the Service drop-down and enter the Member number.
4. Enter the Password.

   

5. Click Login.

Examples

• Travel Agent

  

  

  

• Concierge

  

  

• Account Manager

  

  

  

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