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Agent Booking Process

Complete workflow for creating bookings through the Agent Portal.

Step 1: Login & Access​

Agent Portal URL​

https://moresailing.co.uk/agent

Login Credentials​

Username: Agent's company client email
Password: Configured password

Post-Login Behavior​

System automatically:

  • ✅ Sets Client Type = Agent
  • ✅ Assigns Client ID = Logged-in agent's company
  • ✅ Maps agent company data to booking

Step 2: Tour Selection​

Steps​

  1. Browse available tours
  2. Select desired tour
  3. Click "Create Booking"

System Behavior​

Booking is automatically created with:

  • Client Type: Agent
  • Agent Company: Logged-in agent's company
  • Commission Rate: Agent's configured commission %

Step 3: Passenger Data Entry​

Agent Responsibilities​

The agent must enter:

  • ✏️ All passenger details (names, DOB, etc.)
  • ✏️ Contact information
  • ✏️ Passport details (if required)
  • ✏️ Special requirements

Additional Services​

Agent can select:

  • Add-ons and extras
  • Pickup services
  • Transport options
  • Accommodation upgrades

Important Restrictions​

End Customer Access

End customers do NOT receive:

  • ❌ Portal access
  • ❌ Direct booking management
  • ❌ Payment links

Only the agent manages all booking data.

Step 4: Commission Application​

Automatic Calculation​

Commission is automatically calculated based on:

  • Agent's configured commission %
  • Booking net amount
  • Transport exclusion setting

Display​

Commission shown as:

  • Negative amount (reduction in total)
  • Visible to agent in booking summary
  • Included in confirmation email

Example Display​

Booking Subtotal:     £1,000.00
VAT (20%):            £200.00
Gross Total:          £1,200.00
Agent Commission (15%): -£150.00
─────────────────────────────
Total Payable:        £1,050.00

Step 5: Booking Confirmation​

Agent Receives​

✅ Agent Booking Confirmation Email containing:

  • Booking number
  • Tour details
  • Passenger overview
  • Commission amount (negative)
  • Total including commission discount

Customers Do NOT Receive​

❌ Passenger confirmation emails
❌ Passenger reminders
❌ Passenger payment emails
❌ Portal access credentials

Email Communication Rules​

Disabled for Agent Bookings​

Email TypeStatusReason
Passenger Confirmation❌ DisabledManaged by agent
Payment Reminders❌ DisabledAgent handles payments
Portal Access❌ DisabledCustomers don't get access
Booking Updates❌ DisabledAgent notifies customers

Enabled for Agent Bookings​

Email TypeStatusRecipient
Agent Confirmation✅ EnabledAgent only
Commission Details✅ EnabledAgent only
Booking Summary✅ EnabledAgent only

Booking Workflow Diagram​

┌─────────────────┐
│  Agent Login    │
└────────┬────────┘
         │
         ▼
┌─────────────────┐
│  Select Tour    │
└────────┬────────┘
         │
         ▼
┌─────────────────┐
│ Enter Passenger │
│     Details     │
└────────┬────────┘
         │
         ▼
┌─────────────────┐
│ Select Services │
│  (Transport,    │
│   Pickup, etc)  │
└────────┬────────┘
         │
         ▼
┌─────────────────┐
│   Commission    │
│   Applied Auto  │
└────────┬────────┘
         │
         ▼
┌─────────────────┐
│    Confirm      │
│    Booking      │
└────────┬────────┘
         │
         ▼
┌─────────────────┐
│ Agent Receives  │
│ Confirmation    │
└─────────────────┘

Important Notes​

Commission Display

Commission is always shown as a negative amount to clearly indicate it's a reduction from the booking total.

Customer Communication

Agents are responsible for all customer communication. The system does not send any automated emails to end customers for agent bookings.

Data Responsibility

Agents must ensure all passenger data is accurate and complete before confirmation, as customers cannot edit bookings themselves.

Next Steps​