Invite agents to your account | Pro plan, Custom plan

Learn about inviting agents and sharing ready-made itineraries with them.

An agent is an external user with limited access to your account content. Their role is to sell your itineraries to end customers. They can review, rebrand, adjust pricing with their markup, and send the finalized itinerary to the customer.

1. To grant an agent access to your account:

1) Go to CRM > Contacts and click on NEW CONTACT.

2) Add information about the agent and save it.

2) Open the contact record again and scroll down to the bottom of the page to find the option to ADD AS AGENT.

3) An invitation email will be sent to the agent.

4) The agent will be able to finalize their access following the provided link.

5) Once they are signed up, you will be able to start sharing itineraries with them.

2. To send an itinerary to an agent:

1) Navigate to your account Dashboard.

2) Locate the itinerary you wish to share with an agent.

3) Tap the itinerary dotted menu on the far right and select the Send to Agent.

4) Select the agent from the list of invited and confirmed agents.

Note: The list of agents who have access to your account can be viewed and managed under Settings > User Management > Agents.