Travel agents · 15 articles

Travel agent help

Build quotes, book for clients, choose an earning model and track commissions.

All travel agent help articles

Choose the question closest to yours

Search this topic
01

Apply for a travel agent accountSubmit agency and responsible-user details before creating client quotes or bookings.

02

Create and manage client profilesKeep traveler preferences, contact details and active trips organized without duplicating clients.

03

Create a quote for a clientCombine available activities, travel dates, client details and your selected earning model in one quotation.

04

Send and track a quotationSend the protected quote link and follow its viewed, accepted, expired or booking status.

05

Quote expiry, availability and price changesSet a reasonable expiry and refresh every item before turning the quote into bookings.

06

Book an activity for a clientUse the agent booking flow so the traveler, agency earnings and booking ownership are recorded correctly.

07

Build a multi-activity client itineraryArrange several activities without hiding their separate operators, policies or confirmation states.

08

Choose agent commission or markupUse the automatic commission rate or set a permitted client markup; the two modes cannot be combined.

09

Understand travel-agent commission tiersAgents automatically progress from 7% to 8%, 10% and 12% based on sustained sales and quality.

10

Send a client payment linkUse only the protected link generated from the accepted quote or booking flow.

11

Send vouchers and documents to clientsUse the current booking documents and resend them after any approved change.

12

Manage client changes and cancellationsOpen the affected booking and follow its individual policy, availability and approval workflow.

13

Use agent messages and translationKeep client and booking communication organized, translate supported messages and report concerns.

14

Track agent earnings and payoutsReview booking-level earning snapshots, the monthly statement, cleared amounts, holds and bank references.

15

Use agent sales and conversion reportsReview quotes, conversion, bookings, client activity and earnings without mixing confirmed and pipeline value.