Choose Your Agency's Preferences

This article is only for agency owners and admins. Preferences are rules for your whole agency. A change affects everyone.

Open Preferences

1. Look at the top left corner of the page. Click the logo.

2. Click Back Office Menu.

3. Look along the top of the page and click Agency.

4. Click Preferences.

   

Change A Preference

1. Find the preference in the list. Read the words under it.

2. Click its switch to enable or disable it.

What You Can Choose

• Require booking documents makes advisors upload a confirmation before they finish a new booking.
• Allow Draft Bookings lets advisors create practice bookings. Read Draft Bookings.
• Expect Receivables After Travel only counts bookings as incoming once their travel has ended.
• Require Travel Before Ready To Pay only lists advisors under Ready To Pay once their travel has ended.
• Staff can edit any advisor’s work lets Staff change other advisors' trips and bookings.
• Copy travelers when an advisor leaves copies traveler contact details for that person when they leave.
• Allow Advisors To See Agency Commission Percentage And Agency Commission Amount shows advisors the agency's commission totals.
• Require Cancellation Waiver makes advisors upload a waiver before a booking can be set to cancelled.