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Agent Setting

Agent Settings is a configuration page that allows users to manage both default online agents and manually added offline agencies or companies. Each agent can be customized with a unique color, which will appear in reports and the booking chart to easily distinguish reservation sources.

This page is divided into two sections:

  • Online agents (e.g., Expedia, Booking.com, Agoda)
  • Custom agencies or companies added manually

Configure Agent Settings​

Add a New Agency or Company​

  1. Click the Add Agency button. agency-settings
  2. A form will appear with the following fields:
    • Type: Select between Agency or Company.
    • Name: Enter the name of the agency or company.
    • Email: Email address of the agency.
    • First Name / Last Name: Contact person’s name.
    • Address: Physical address of the agency.
    • Tax ID: Tax identification number (optional).
  3. Click Add Agency to save.
  4. The new agency will appear on the right side of the screen, with the same color configuration options. agency-settings

[!NOTE]

Troubleshooting Add a New Agency or Company​

Form does not appear after clicking “Add Agency”

  • Refresh the page and try clicking the button again.
  • Ensure your browser allows pop-ups and JavaScript is enabled.
  • Check if you have the correct permissions to add a new agency.

Unable to save the agency (button unresponsive or no changes appear)

  • Confirm that all required fields (Type, Name, Email, First Name, Last Name, Address) are filled in correctly.
  • Check for invalid email format in the Email field.
  • Ensure no duplicate agency name is being added.

New agency does not show up after submission

  • Wait a few seconds to allow the page to update, or refresh the page to see if it appears.
  • Verify if there are any filters applied that might hide the new entry.
  • If the issue persists, clear your browser cache and retry.

Color configuration option not visible

  • Hover over or click the newly added agency on the right side panel to reveal configuration options.
  • Ensure UI settings are not minimized or collapsed.

Error message appears when submitting the form

  • Review the form for any missing or incorrectly formatted input.
  • Check if your internet connection is stable and retry submission.
  • If applicable, contact your system administrator for further assistance.

Change Agent Color​

Each agent is assigned a color code used in reports and calendar views.

  1. Locate the agent name (e.g., Expedia, Booking.com).
  2. Click the color field to modify the color code. agency-settings
  3. Click Change Color to save the change. agency-settings
  4. Click Copy All if you want to apply the same color across all rate plans for that agent. agency-settings

[!NOTE]

Troubleshooting Change Agent Color​

Color picker does not appear when clicking the color field

  • Ensure your browser supports JavaScript and it is enabled.
  • Try refreshing the page and clicking the color field again.
  • Confirm that you have permission to edit agency settings.

Unable to save the new color (Change Color button unresponsive)

  • Make sure a valid color is selected from the picker.
  • Wait a moment after clicking and ensure the UI updates.
  • Check your internet connection before submitting changes.

Color does not update on calendar or reports after saving

  • Try refreshing the page or navigating to the calendar/report again.
  • Clear your browser cache to ensure the latest settings are loaded.

"Copy All" does not apply color to all rate plans

  • Verify that the agent has multiple rate plans associated with it.
  • Try clicking "Copy All" again and confirm with a page refresh.
  • If the issue persists, manually check each rate plan or contact support.

Manage Existing Agencies​

For each manually added agency:

  • Click Change Color to update the display color.
  • Click Edit to modify agency details.
  • Click Remove to delete the agency.
  • Click Copy All to apply the color to all rate plans associated with that agency. agency-settings

[!NOTE]

Troubleshooting Manage Existing Agencies​

Edit button not responding

  • Refresh the page and try again.
  • Ensure you have the correct user permissions to modify agency details.
  • Check if the agency was added manually. Only manually added agencies can be edited.

Unable to remove an agency

  • Make sure the agency is not currently linked to active rate plans or bookings.
  • Try removing after disconnecting the agency from all linked data.
  • If the "Remove" button is inactive, check user permission or contact support.

Changes to agency details not saving

  • Ensure all required fields (e.g., name, email) are filled in correctly.
  • Check internet connection and retry saving.
  • Avoid using special characters that may not be allowed in certain fields.

Color or "Copy All" updates not applying across rate plans

  • Verify that the agency has multiple rate plans.
  • Refresh the page after applying changes to confirm updates.
  • Try updating one plan manually to confirm it's not a display issue.