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Agents πŸ“’

Agents allows you can keep track of 3rd party bookings, commissions owed and makes it easier for your partners to book with you.

Blake Pridham avatar
Written by Blake Pridham
Updated over 6 years ago

The Agents feature is designed to allow you to create an agent profile on your dashboard. With that profile you can do things like set their commissions, contact details, booking notification preferences and commission types. Each Agent will have their own unique code that can be redeemed through any of your plugins.

When an agent makes a booking on your website with their code, you will be able to see the total paid and commission owed in the booking confirmation email as well as in the agents booking history on their profile.

Each time you make a commission payout you can mark payments as paid to keep on top of what is owed and what has already been paid.


Activating the feature:
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To find this feature, click into your settings section and select features, from there you can click the agents box to activate it. Once clicked you will see the agents tab pop up on the left navigation.

Creating new Agents:
To create a new agent profile, click on the agent tab on the left navigation. From there select New Agent Button. You will have several forms to enter including name, agent code and contact details. The Agent code is what they will use when making bookings on your website.

It is important to pay attention to the commission, adjustment details, commission type and the booking notifications.

Commission Details are how you want to commission to be calculated in the system. Based off the subtotal (not including taxes and fees), based off the Total or added on top of the total.

Adjustment Details are how the commission is calculated after the booking has been made. If you want to commission to always stay the same, it will be based off the original amount. But if you want the commission to prorate if you were to add an adjustment or issue a refund, select the adjusted amount.

Commission type is either percentage based (%) or dollar value ($).

Booking notifications determines who get confirmations on bookings. If you want confirmations to go to both the customer and the agent, keep both boxes selected. However, if you want only one party or no one to get confirmation emails, unselect the appropriate box.

Agent Profiles:
Track the number of bookings, amounts owed and keep on top of agent payouts by marking bookings as paid.

If you have any questions about the feature, send us an in-app message!

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