Agent Booking Flow

November 4, 2025

VIDEO TRAINING - Here you can view the Agent Booking Flow

Agent Booking Flow

In this guide, we will walk you through the steps to the Agent Booking Flow

Go to www.traveldemo.site

1. Introduction

You will need to ensure you are logged in as a Member of Staff or Agent
Introduction

2. Click "Staff"

Click on "Staff"
Click 'Staff'

3. Log In

Log in using your details that have been set up in Users in Travelify
Log In

4. Initiate your search

Initiate your search
Initiate your search

5. Click here

Select this field
Click here

6. Click here

Navigate to this section
Click here

7. Click here

Select this option
Click here

8. As long as you are logged in you will see all these details...

As long as you are logged in you will see all these details The Supplier
As long as you are logged in you will see all these details...

9. Nett Price

Nett Price
Nett Price

10. Exchange Rate

The Exchange Rate
Exchange Rate

11. Selling Price

Selling Price
Selling Price

12. And your Commission

And your Commission
And your Commission

13. Click through to See Details

Once your customer has made their decision click through to See Details
Click through to See Details

14. Book Your Room

Then Book Your Room
Book Your Room

15. Complete details for all Passengers

Complete details for all Passengers
Complete details for all Passengers

16. Once completed click through to Final Details

Once completed click through to Final Details
Once completed click through to Final Details

17. You will see all the pricing detailed again for you to check

You will see all the pricing detailed again for you to check
You will see all the pricing detailed again for you to check

18. Nett Price

Navigate here
Nett Price

19. Exchange Rate

Click here
Exchange Rate

20. Selling Price

Click the selected button
Selling Price

21. Commission

Click the selected option
Commission

22. You can Edit the price here

You can Edit the price here. Based on how the agent has been set up in Travelify will determine how the price can be edited, either up or down
You can Edit the price here

23. Click Edit

Click Edit
Click Edit

24. Change the price as you wish

Change the price as you wish
Change the price as you wish

25. Enter amount

Navigate here
Enter amount

26. Save changes

Save the changes
Save changes

27. If the Agent is not authorised to make reductions this message will appear

If the Agent is not authorised to make reductions this message will appear, so the price will need to be amended
If the Agent is not authorised to make reductions this message will appear

28. This section will only appear for Agents that are logged in

This section will only appear for Agents that are logged in
This section will only appear for Agents that are logged in

29. It enables an Agent to take a Manual Payment

It enables an Agent to make a booking without the Customer making payment via the website, for example if you want to send them a payment link or use a manual PDQ machine
It enables an Agent to take a Manual Payment

30. The Agent can fill in any details and add notes as required

The Agent can fill in any details and add notes as required
The Agent can fill in any details and add notes as required

31. And continue with making the Booking

And continue with the Booking
And continue with making the Booking
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