Travel Agent Management .ng

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A Travel Agent represents a travel agency or intermediary that books reservations on behalf of guests. Travel Agent records are centrally maintained in the system and can be associated with reservations to identify the booking source.Travel Agent records are created and maintained by the property's admin team in the system configuration. If a front desk user cannot find a travel agent during a search, they should contact their property administrator to have the record added to the system.

Use Cases

  • Track Reservation Sources – Identify which travel agency made a reservation and monitor agency business.

  • Support Commission Management – Link reservations to the correct travel agent for commission calculation and reporting.

  • Simplify Reservation Lookup – Search and sort reservations by travel agent to find agency bookings quickly.

Travel Agent Search by Name and Code

The travel agent search feature enables users to find and attach travel agents by Travel Agent Name or Travel Agent Code (IATA Number) during reservation creation and management. An IATA (International Air Transport Association) number uniquely identifies a travel agency and tracks bookings made through it.


Attach a Travel Agent During Reservation Creation

Navigate to the Frontdesk Dashboard
and select New Booking. 

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On the Stay Information screen (Step 1 of the New Booking flow), enter all required stay details.


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The Travel Agent window will appear. search for the desired agency via Name or Code.

  • Partial search is supported. For example, entering "Exp" returns matching results such as "Expedia".

  • A minimum of 1 character is required to perform the search.

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Select the correct Travel agent from the populated results.

The selected Travel Agent is automatically added to the reservation. No additional save action is required; the Travel Agent is saved when the reservation is completed.

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Remove a Travel Agent During Reservation Creation

To remove an incorrectly attached travel agent during the booking flow, click the Remove link displayed next to the Travel Agent name on the Stay Information screen.


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A confirmation popup will appear.
Select Confirm to remove the travel agent from the reservation.

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Attach a Travel Agent to an Existing Reservation

Applicable Reservation Statuses: Booked, In-House, Departed, No-Show and Cancelled

Navigate to the Dashboard > In House
and select any Reservation.

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Open any applicable reservation and navigate to the Guest Tab.


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Click on Actions, then select More.

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Select Travel Agent and click Add Travel Agent Company

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In the Travel Agent search window, enter either: IATA Number, or Travel Agent Name

  • Partial search is supported. For example, entering "Exp" returns matching results such as "Expedia".

  • A minimum of 2 character is required to perform the search.

Click Search to retrieve matching travel agent records.

Review the search results and select the appropriate travel agent by verifying the:

  • Travel Agent Name

  • IATA Number

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Click Save to link the selected travel agent company to the reservation.

⚠️ Note: If the reservation already has a travel agent attached, the Add Travel Agent Company option will not be available. Instead, you will see:

  • Edit Travel Agent Company — to replace the current travel agent with a different one.

  • Remove Travel Agent Company — to remove the current association entirely.

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Edit or Remove a Travel Agent on an Existing Reservation

Open any applicable reservation and navigate to the Guest Tab.

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Click on Actions, then select More.

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  • Click Edit Travel Agent Company.

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  • In the search window, enter either the IATA Number or Travel Agent Name.

  • Partial search is supported. For example, entering "Exp" returns matching results such as "Expedia".

  • A minimum of 2 character is required to perform the search.

  • Click Search to retrieve matching records.

  • Review the results and select the appropriate travel agent by verifying the Name and IATA Number.

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  • Click Save to link the newly selected travel agent to the reservation.

:warning:

When you click Remove Travel Agent Company, existing travel agent associations are instantly removed from the reservation.

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Verify the Audit Log:

  • Open the applicable reservation.

  • At the bottom of the screen, select Actions.

  • Click Audit Log.

  • Locate the action types TRAVEL_AGENT_COMPANY_NAME or IATA_NUMBER within the log entries to view any additions, modifications, or removals related to the travel agent.

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Attach a Travel Agent to an Existing Group Reservation

Navigate to Frontdesk Dashboard and open the Group Master from the left side menu.

Select the required reservation

Go to the Information tab and click the Edit button.

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Click on Add Travel Agency

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Search for the Travel agency either by Name or Code.

Note: Partial search is supported (e.g., entering "Exp" returns matching results such as "Expedia"). A minimum of 1 character is required to perform the search.

Click Search to retrieve matching records.

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Review the search results and select the appropriate travel agent by verifying the Name and IATA Number.

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Choose your preferred save option once selected:

  • Save Master Only

  • Save to All Members

  • Save to Selected Members

    Click Apply

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If you chose Save to selected Members, search for the specific reservations (you can search by Arrival Date, Departure Date, First Name, Last Name, Room Number, Tier, Company Name, Rate Plan, Source, etc.)

Select the reservations using the check boxes and click Confirm.

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Check the reservation details to verify the travel agency was successfully added.

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If you want to Replace a Travel Agent, click on Replace Travel Agent.

This will populate the Search for the Travel agency either by Name or Code. Follow the same flow mentioned above to add another travel agent.

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💡 Note: The process to Edit or Remove a Travel Agent on an existing group reservation follows the exact same workflow as an individual reservation. Please refer to the Edit or Remove a Travel Agent on an Existing Reservation section for detailed steps.


Travel Agent Name Sort Option

The Travel Agent Name sort option allows users to organize reservation listings based on the travel agent associated with each reservation. Users can sort reservations in either Ascending (A–Z) or Descending (Z–A) order from the Sort By dropdown.

Reservations without an associated travel agent are displayed after reservations that contain travel agent information, making it easier to review and manage agency-related bookings.

Applicable Screens

This functionality is available on the following Front Desk screens in both Grid and List views:

  • Arrivals

  • Departures

  • In-House

  • Search Reservation

  • No-Show

  • Navigate to the Frontdesk Dashboard and open any of the applicable reservation listing screens.
    (Note: The steps below are identical across all five screens).

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  • Locate the Sort By dropdown in the filter bar at the top of the screen

  • Click the dropdown and select Travel Agent Name.

  • Choose the desired sort order (A–Z or Z–A).
    The system defaults to Ascending (A–Z). Reservations without an associated travel agent are automatically placed at the bottom of the list.

  • The reservation list is sorted based on the associated travel agent name.

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