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Agents

Management › Agents

An agent is a travel agency, a tour operator or any partner who books guests with you and earns a commission. Once an agent exists, you can pick them on a sale in Dive Sales.

The agents list

Section titled “The agents list”

Each line shows the agent, their contact, commission rate, number of bookings, commissions earned, Credit (the agency vouchers still usable) and country. Use Search agent… to find one. View, Edit and Delete are on each line.

View opens the agent’s page: its bookings and sales with, for each, the Status, the guest, the dates, the Net due, what you Received and what is left, and a Mark PAID button once the money is in. Filter bookings narrows the list.

At the top of the page, To collect from agents lists, agency by agency, the confirmed agent bookings you have not been paid for yet: the guest, the dates, the Net due, what you already Received and what is Left, with an Overdue or Upcoming state. When the agent says it has paid, the line reads Reported paid — check your bank, then click Mark PAID: the booking is settled here and on the agent’s portal.

Add an agent

Section titled “Add an agent”

  1. Click New Agent.

  2. General Information: Name, Email, Phone and Commission (%). Also Option Expiry (days).

  3. Free tour leader: FOC Threshold (pax) is the minimum number of paying guests for a tour leader to travel free; FOC Discount (%) is how much they get (100 = fully free, less = partial discount).

  4. Payment Conditions: the Deposit (%) due on booking, the Balance Due in days before arrival or the first dive, and any Payment Notes.

  5. Notes & Preferences: internal notes, Active agent and Send notifications.

  6. Billing Information and Bank Details: the legal name and address for invoices, and the agent’s bank account.

  7. Click Create Agent.

Give an agent their own prices

Section titled “Give an agent their own prices”

  1. Open the agent with View and click Manage prices.

  2. To start from your normal prices, click Duplicate from standard.

  3. Under Apply to all activities, enter a Markup % to add to every standard activity price, or set prices one by one in the Agent price column. Untick Given? to hide an activity from this agent’s portal. Its agent price is kept if you tick it again later.

  4. Click Save activities & prices.

If you have a hotel, the same page lists your packages with their own Apply to all packages and Save agent prices.

Section titled “Share links with the agent”

On the agent’s page:

  • Public price list link: a read-only page with the agent’s prices, no login needed. Click Enable public link, then Copy and send it.
  • Agent portal link: a private link where the agent sees their prices and reservations, books at their prices and updates their own details, without logging in. Click Enable portal, then copy the link.
  • Booking scope limits what the agent can book from the portal (for example minimum and maximum nights, or guest types). Leave a field empty for no limit, then Save booking scope.

Regenerate creates a new link and stops the old one at once. Use it if a link was shared by mistake.

Agency vouchers

Section titled “Agency vouchers”

The Agency Vouchers box lists the credit you gave this agency, with its code, validity and balance. An agency voucher can be used on any booking of that agency. Vouchers are issued from a booking of the agency (see Vouchers).