AGENTMATE

AgentMate 101


Description
The basics of using AgentMate to:

How to Enter A Reservation & Document Payment from Client
Client Payment documentation
Tabs and What They Mean in Agentmate
SCREENSHOT-Where is the Supplier Confirmation Number?
SCREENSHOT-Where is the Agentmate Confirmation Number?
SCREENSHOT-Where to Check Vendor Balance
SCREENSHOT-Where to Check Client Balance
SCREENSHOT-Where to See Commissions Received on the Transaction Tab
How to Find a Reservation (by AgentMate)
What Should I Use as the Confirmation Number?
What If a Hotel or Supplier is Not Listed in AgentMate?
Your AgentMate DASHBOARD
Can't See All of Your Bookings? Edit & Filter Active Reservations
SCREENSHOT-Where to Edit YourReminders
Changing Reminder & Payment Due Dates
SCREENSHOT-Where to Change Your Reminder & Payment Due Dates
How to Manage Leads on Your Dashboard
BOOKING MODIFICATIONS
Changes You Can Make in AgentMate (Pricing, Confirmation #, Commission)
Updating Reservations in Agentmate
Adding Additional Components to a Reservation
How to Modify Client Information in a Booking
SCREENSHOT-Specifying Passengers for Individual Components
Commission Paid is Different Than What You Listed
How to Change the Supplier Name
How to Copy a Reservation
How to Cancel an Item on a Multi-Component Reservation
INVOICES
What is an AgentMate Invoice?
How to Upload a Logo to Your Invoices
How to Add Additional Information to Your Invoices
Key Features of Invoices to Consider
collecting credit card info with Pay Now
Pay Now Feature
Pay Now User Guide
Service Fees
How to Enter Service Fees in AgentMate
Using Stripe to Process the Service Fee
Cruises
How to Enter a Cruise Booking
How to Add a Cruise When It Doesn't Show Up in Agentmate
SCREENSHOT-Where to Add New Cabin Category Not in Agentmate
How to Enter a Cruise Tour
How to Import Your Cruise Booking from Cruise Complete to AgentMate
How to Enter a Cruise Group-Not Using the AgentMate Group Function
Canceled Bookings
How to Cancel and Uncancel Reservations
Reversing Payments on Canceled Bookings
Canceling a Reservation with Insurance
Protecting Your Commission on a Canceled Booking
Integrations
Travel Insured Integration
Integrations - add Cruise Complete, Agent Universe, and Travel Insured
Overview
Agentmate Guide
Agentmate Overview
Content
  • The BASICS
  • How to Enter A Reservation & Document Payment from Client
  • Client Payment documentation
  • Tabs and What They Mean in Agentmate
  • SCREENSHOT-Where is the Supplier Confirmation Number?
  • SCREENSHOT-Where is the Agentmate Confirmation Number?
  • SCREENSHOT-Where to Check Vendor Balance
  • SCREENSHOT-Where to Check Client Balance
  • SCREENSHOT-Where to See Commissions Received on the Transaction Tab
  • How to Find a Reservation (by AgentMate)
  • What Should I Use as the Confirmation Number?
  • What If a Hotel or Supplier is Not Listed in AgentMate?
  • Your AgentMate DASHBOARD
  • Can't See All of Your Bookings? Edit & Filter Active Reservations
  • SCREENSHOT-Where to Edit YourReminders
  • Changing Reminder & Payment Due Dates
  • SCREENSHOT-Where to Change Your Reminder & Payment Due Dates
  • How to Manage Leads on Your Dashboard
  • BOOKING MODIFICATIONS
  • Changes You Can Make in AgentMate (Pricing, Confirmation #, Commission)
  • Updating Reservations in Agentmate
  • Adding Additional Components to a Reservation
  • How to Modify Client Information in a Booking
  • SCREENSHOT-Specifying Passengers for Individual Components
  • Commission Paid is Different Than What You Listed
  • How to Change the Supplier Name
  • How to Copy a Reservation
  • How to Cancel an Item on a Multi-Component Reservation
  • INVOICES
  • What is an AgentMate Invoice?
  • How to Upload a Logo to Your Invoices
  • How to Add Additional Information to Your Invoices
  • Key Features of Invoices to Consider
  • collecting credit card info with Pay Now
  • Pay Now Feature
  • Pay Now User Guide
  • Service Fees
  • How to Enter Service Fees in AgentMate
  • Using Stripe to Process the Service Fee
  • Cruises
  • How to Enter a Cruise Booking
  • How to Add a Cruise When It Doesn't Show Up in Agentmate
  • SCREENSHOT-Where to Add New Cabin Category Not in Agentmate
  • How to Enter a Cruise Tour
  • How to Import Your Cruise Booking from Cruise Complete to AgentMate
  • How to Enter a Cruise Group-Not Using the AgentMate Group Function
  • Canceled Bookings
  • How to Cancel and Uncancel Reservations
  • Reversing Payments on Canceled Bookings
  • Canceling a Reservation with Insurance
  • Protecting Your Commission on a Canceled Booking
  • Integrations
  • Travel Insured Integration
  • Integrations - add Cruise Complete, Agent Universe, and Travel Insured
  • Overview
  • Agentmate Guide
  • Agentmate Overview
Completion rules
  • All units must be completed