A Travel Agent is a type of Account. This can be added from the Account Page or to an existing Booking.
Add a New Travel Agent From the Account Page
Click on Accounts
Click on + New Account
Select Is Travel Agent
Enter the Travel Agent Information
Click Create
Add a New Travel Agent to a New Booking
Click on Bookings
Click on + New Booking
Click Create New Account
Select Is Travel Agent
Enter the Travel Agent Information
Click Create
Add an Existing Travel Agent to a Booking
Navigate to the required Booking.
Open the Additional Info panel on the left side.
Click None/Unspecified to clear any existing selection.
Select the existing Travel Agent from the list of associated Accounts.
Click the blue checkmark to save your changes.
Handling Conflicts:
⚠️ Important: If a Booking already has a Travel Agent assigned, trying to assign a new Travel Agent (or the parent account as a Travel Agent) will create a conflict, and the system will prevent the change.
To resolve:
Identify bookings with existing Travel Agent assignments.
Remove or reassign the current Travel Agent(s).
Retry adding or linking the desired Travel Agent.
This ensures the system allows the new assignment without errors.
Additional Information:
A Booking can have both a Travel Agent and an Account attached.
Travel Agents can be reported on separately to Accounts using the Filter "Travel Agent".
The "Travel Agent" filter is only available on the Account page to show Accounts marked as a Travel Agent.