If you have admin permissions, you can add and manage any identifiers, usually IATA numbers, for your account. Invoices and billing profiles are attached to these identifiers.
To manage identifiers, click your username in the top right of Sion. In the dropdown, select Account Settings.
This opens the general Settings page. In the left menu, click Identifiers. The Identifiers page will open.
From here you can do the following:
Create an Identifier
Click + Agency Identifier in the top right of the Identifiers page.
First, select the Type of identifier number you are adding and then enter the required details about the number below. If you selected an IATA number, you can Verify that number with Sion’s IATA database.
Note: If you enter an IATA number, you will be asked if you own the IATA number or if it belongs to a host agency.
If you are an agency utilizing another agency’s identifier, select that the number belongs to a host agency.
If you are an individual agent (not an invited team member) who wants to use Sion for yourself, click that the number belongs to a host agency.
Otherwise, simply click that the number entered belongs to your agency and continue.
Once your number has been verified, click the Agency tab at the top. The information entered on this tab will be placed at the top of invoices. You can add a logo by dragging and dropping an image in the Logo box, or clicking the box and selecting an image to upload.
When you’re done, click the Invoices tab. This tab is where you set up the payment options and instructions. Toggle the switch for which payment methods you will use and then fill out the appropriate fields.
When you’re done, click Add in the bottom right and the identifier will be added to your account.
Set a Default Identifier
If you have more than one identifier, you can select a default identifier to make things easier for your team members. The default identifier will automatically populate for agents when they are making a new booking. Depending on permissions, users can still use the dropdown to select a different identifier if necessary.
To set a default identifier, click the Star next to the number.
To change the default number, simply click a star next to the desired number.
Edit an Identifier
To edit an identifier, click on the number row.
The Agency Identifier window will open. Update any field in the tabs. When you’re done, click Save Changes to keep your edits.
