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
2. Click "Staff"
Click on "Staff"
3. Log In
Log in using your details that have been set up in Users in Travelify
4. Initiate your search
Initiate your search
5. Click here
Select this field
6. Click here
Navigate to this section
7. Click here
Select this option
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
9. Nett Price
Nett Price
10. Exchange Rate
The Exchange Rate
11. Selling Price
Selling Price
12. And your Commission
And your Commission
13. Click through to See Details
Once your customer has made their decision click through to See Details
14. Book Your Room
Then Book Your Room
15. 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
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
18. Nett Price
Navigate here
19. Exchange Rate
Click here
20. Selling Price
Click the selected button
21. Commission
Click the selected option
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
23. Click Edit
Click Edit
24. Change the price as you wish
Change the price as you wish
25. Enter amount
Navigate here
26. Save changes
Save the 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
28. 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
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
31. And continue with making the Booking
And continue with the Booking
This guide covered the steps to the Agent Booking Flow on your website
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