Under the Settings tab you can setup default settings for agents.
Further setup is under the Agents tab as follows
New agents setup via shareable link
To setup new agents, click 'Get shareable link' on top of the screen:
copy the shareable link and send to the agent, or
specify their email and click 'send'
This way, the agent will receive an invitation to setup the account to access your schedule online and be able to submit requests or create options of limited duration.
New agents setup via the list of prospect agents (Pro & Pro+)
The list of agents, already registered in the system and open for cooperation, will be displayed below your connected agents. Agents may choose to switch on / off their visibility to vessel operators via the system, thus some of the agents might not be open for the invitations.
To send invitation use three dots symbols on the right and click Connect.
Pop-up with agent's conditions settings will be opened.
Make customization of conditions if required and click Save.
The invitation to cooperate will be sent to the agent accordingly.
Getting requests for cooperation from agents (Pro & Pro+)
The invitation for cooperation tool works the other way around, you may receive the invitations from agents via the system.
Pending invitation from agents will appear above the agent's list.
Click Accept if you would like to connect and provide access to your schedule and availability.
Pop-up with agent's conditions settings will be opened. Make customization of conditions if required and click Save.
Click Decline if you don't want to cooperate with this agent.
Managing agents
All the active agents will be listed - with ability to search by name of filter by country.
You can edit or disconnect any agent by clicking the three dots symbols on the right. Disconnected agents will still appear in the list (in grey) and can be connected again.
In the edit screen, you can modify the standard % commission of each agent as well as the number of days allowed to confirm booking before option expiry.
