ResBook defines Agents in the context of someone who arranges travel for end clients (individuals, groups, etc) on behalf of the property. It also includes all online third-party travel agents.
To add an 'Agent' as a contact follow the steps outlined below:
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Step 1: Use the navigation menu across the top of the ResBook site and select [Contacts]. Then select [Create].
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Step 2: Select [Agents] as the Contact Type at the top of the page. |
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Step 3: Select the company you want the Agent to represent and then select whether or not you want to make the Company the name of the Agent. |
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Step 4: Enter the following details. All fields marked with * are compulsory.
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Step 5: If you have the Mailchimp module added to your system, you can select the list options.
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Step 6: Select the additional payment settings. This is applicable only to Agents booking via your website with Instant confirmation set to on. These settings do not apply to properties on Enquiry.
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Step 7: Select the Agents commission rate.
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Step 8: Create a Username and Password for the Agent.
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Step 9: An image of the agent can also be uploaded if required, click [Choose Files] and locate the image on your computer. |
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Step 10: Once all fields are filled in, click [Create Contact]. The details will then be saved and displayed. |
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Please note:
- Agents which are supplied with the username/password should be making the booking via your online website calendar. They will not be able to log into ResBook.
- To receive notifications inside ResBook with the Agent name on it, do not tick [Use Company as Name] (Step 3 above) and instead add the name of the Agent or channel as a first name.
- The use of the Company field is optional.
