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Managing Travel Agents: Setup, IATA Numbers & Bookings

Learn how to create and manage Travel Agent accounts in Event Temple. Step-by-step guide on adding IATA numbers, linking travel agents to bookings, resolving assignment conflicts, and filtering travel agent accounts for reporting.

Travel Agents are a specialized account type in Event Temple. This guide covers how to set up Travel Agent accounts, record IATA numbers, link travel agents to bookings, and resolve assignment conflicts.

Creating a Travel Agent Account

You can mark an account as a Travel Agent when creating a new record or adding a new booking.

Option 1: From the Accounts Page

  1. Navigate to Accounts from the left-side menu.

  2. Click + New Account.

  3. Check or select Is Travel Agent.

  4. Enter the account details and click Create.

Option 2: While Creating a Booking

  1. Navigate to Bookings and click + New Booking.

  2. Click Create New Account.

  3. Check or select Is Travel Agent.

  4. Enter the travel agent details and click Create.

Adding or Editing an IATA Number

The Account ID/IATA field stores unique agency registration numbers for tracking and commissions.

  1. Go to Accounts and open the designated Travel Agent profile.

  2. Ensure the account has Is Travel Agent selected.

  3. Locate the Account ID/IATA field on the summary panel.

  4. Click the pencil/edit icon or text box next to the field.

  5. Enter or update the IATA number and click Save (or click away to autosave).

Tip: If the Account ID/IATA field is missing, ask an admin to enable it under Settings → Custom Fields → Accounts.

Linking a Travel Agent to an Existing Booking

A booking can have both a standard Account and a Travel Agent attached simultaneously.

  1. Open the target Booking.

  2. Expand the Additional Info panel on the left side.

  3. If an existing agent is selected, click None/Unspecified to clear it first.

  4. Select the desired Travel Agent from the associated accounts list.

  5. Click the blue checkmark to save.

Resolving Travel Agent Conflicts

⚠️ Important: Attempting to assign a new Travel Agent (or parent account) to a booking that already has a Travel Agent assigned will generate a system error.

To resolve:

  1. Open the booking and locate the current Travel Agent assignment under Additional Info.

  2. Remove or clear the current Travel Agent.

  3. Select and save the new Travel Agent account.

Reporting on Travel Agents

To view or export a dedicated list of Travel Agent accounts:

  1. Go to Accounts from the main menu.

  2. Click Add Filter and select Is Travel Agent = True.

  3. (Optional) Click Columns to add the Account ID/IATA column to your table view for quick exporting.

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