Creating and Managing Agents

An Agent or Operator is typically a travel agent or travel agency that acts as an intermediary between customers (bookings) and our Odyssey client. The agent helps sell the tour operator's products and earns a commission or fee for doing so.

Agents are managed from the Main Menu | Agents menu

To Create a new agent

From the Main Menu | Agent list
Click the + New button

Creating a new Agent from the Agent List

Enter a business name for the Agent, and click Continue

Agent Detail

Enter a contact email address for the agent (watch to ensure you get the tick to indicate that the email address is valid)
Enter a phone number for the agent
Select a commission rate from the drop down list

Enter a main contact name
Record any notes for your reference, e.g. "Promotes Hiking - Southern Alps, Mountain Landscapes. Excellent to deal with", or alternatively, could be used to describe the classification or relationship with the agent, e.g. Operator, or Agent. The content of the notes field will be displayed in hover text on the Agent/Operator list.

Notes on the Agent record show in hover text in the Agent/Operator list

The status of the Agent type can be changed from Active to Archived or Deleted if the item is no longer in use

Agent Address

Enter full street address details for the agent, along with postcode and fax number
Enter the website URL for the agent
Enter the URL for the trips the agent is promoting
Use the Advertised Trips field to list your trip masters that this agent promotes

To learn more about financial reporting on commission, click here