Related Questions:
How do Travel Agents work in Event Temple?
Procedure:
A Travel Agent is a type of Account. This can be added from the Account Page or to an existing Booking.
Option 1. 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 Save
Option 2. Add A New Travel Agent to a Booking
Locate the required Booking
Click on Add Travel Agent
Select Add New Travel Agent
Select Is Travel Agent
Enter the Travel Agent Information
Click Save
Add an Existing Travel Agent to a Booking
Locate the required Booking
Click on Add Travel Agent
Select Link Existing Travel Agent
Select the relevant Travel Agent
Enter the Travel Agent Information
Click Save
Additional Information:
A Booking can have both a Travel Agent and Account attached.
Travel Agents can be reported on separately to Accounts by using the Filter "Travel Agent"
The "Travel Agent" Filter is only available on the Account page to show only the Accounts that are marked as a Travel Agent.