Assigning agents



How to a assign a client booking to an agent

  • As bookings come in to you from an Agent
  • From the Tour | Bookings | select a booking | Details | Details tab
    • From the Method drop down list, select Agent
    • From the Agent Name field, select the name of the Agent
    • Enter an Additional / Agent reference number if you have been provided one
  • If all of your bookings on this Departure are being referred via this agent, use the copy (multiple page icon) buttons above each field to copy the data to the other bookings
  • To learn more about making bookings, click Here
This booking has been referred by an Agent

  • From the Booking (or Tour level) Finance | Bookings | Client Bookings tab, ensure that any appropriate costs or discounts have the Agent Commission calculation tick box selected.
Tick here to indicate if this Agent fees apply to this charge
  • At a client level, the amount of commission that the Agent collects


  • Learn more about the charges settings Here
  • These bookings then appear on the Agent | Bookings view.  This view lists any bookings made via the agent, along with the value of the booking, the commission payable, the Agent reference number, the booking name and departure start date 
Agent | Bookings view


Tour/Departure level settings


On a Tour/Departure, each individual cost can be selected to have the agent commission calculated, or not.


Tick the agent commision box for any charge where agent commission should be incurred
  • from the Tour | Finance | Charges|Discounts tab, click on any cost and view it's Defaults
  • put a tick on the Agent Commission tickbox if commission will apply to any bookings which have an agent assigned.
  • Any new bookings assigned to tours will now have agent commission applied if an agent has been selected for that booking
  • Click the Push to bookings button if you wish this setting to be applied to all existing bookings (commission will only be calculated if an Agent has been selected)

When an Agent refers a whole group to you, and the Agent becomes the Payer


When an Agent refers a whole group to you, or multiple clients, the Agent can become a payer, and email communications can be directed to the agent when required.


  • From the Tour, click + Booking



  • Click the + Agent Button



  • Select the Agent from the list, then Continue

The Agent then appears in the list of bookings, but is not included in the Passenger count.



  • From the Tour | Finance | Paying for tab, select Paying for all
    • or go to each client and select Paid by this agent

  • The Tour | Finance summary now shows that the Agent is responsible for paying the deposit, and the balance owing.

  • Emails to the Agent can include the full retail price of the client's bookings and / or the net value (retail less their commission)

    Learn more here