Manage everything of your agency to the last detail

Who can use this feature?

For Admin

Basic, Basic Plus, Pro

Define your agency’s structure. We’ve created a complete structure for the client's profile, nevertheless we understand that each agency may need extra fields to complete the profile. On the customization section you will be able to create new sections and fields for the client's profile.

Note: The new sections will appear in the Client Profile’s Menu below the predetermined categories common to all the agencies.

Sub-agencies

Who can use this feature?

For Admin

Basic, Basic Plus, Pro

As a Host agency, you will see a list of all your sub-agencies.

  1. Searchbar: For easier navigation.
  2. Click on a sub-agency: As a host agency you can manage all the information on all sub-agencies. See the basic details and the user information as well. This includes all active or deactivated users.
  3. You can deactivate this sub-agency or any agent from it.

Note: You will be able to deactivate a sub-agency or any agent inside a sub-agency, if you are the administrative user of the host agency. You can also re-activate them if needed.

Branches

Who can use this feature?

For Admin

Basic, Basic Plus, Pro

In TravelContact we allow you to create branches grouping users and sub-agencies, based on the needs of your business. If you are a host agency, you will be able to see the list and the details of all the branches you have registered.

Searchbar: For easier navigation.

If you click on a branch’s name, you will be able to see and edit the Basic Details, Contact Details and a list of all the sub-agencies and users in this branch.

Note: To see which branch a client belongs to, enter the client's profile, and go to the agency information section.

Customization

Who can use this feature?

For Admin

Basic, Basic Plus, Pro

Customize or add fields in TravelContact to collect specific information you need within your agency. Set access levels and even manage restrictions and field types.

You’ll be able to:

  • Create New Sections: based on the needs of your agency you can choose between creating a standard form or a data table. Add up to four new sections on the client profile.
  1. Standard form: Add the section name, choose the standard subsection type and then add the columns you need. On this format, you can add up to two columns with multiple fields.
  2. Data table: Add the section name, choose the data table subsection type and then add the table and columns. On this format, you can add up to five columns with multiple fields of different types.

Note: When adding columns to the subsection, choose to add a date field or text input. You can add properties with user-defined text inputs with multiple placeholders options.

  • Reorder Section: Drag and drop the sections to select the order in which you want them to be displayed on the clients' profile.
  • Remove Sections from Module: You can delete any section that you previously created or create a new one.

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