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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    │
└─────────────────┘

Next Steps​

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