Get started in 4 easy steps

Transcription

1 Account Setup

2 Get started in 4 easy steps Step 1 Determine your account structure Step 2 Setup the required PayPal account(s) Step 3 Agency nominated person setup the master agency account Step 4 Step 5 Agency nominated person add agents to the master account Start shopping and booking and earning commission in Travelport Rooms and More 2

3 Preparation

4 Preparation In order to facilitate a smooth account set up, it is recommended that the following decisions and actions are taken prior to commencing the account set up. 1. Nominate the person in the agency who can be responsible for setting up and administering the main account on behalf of the agency. Part of the setup involves finance information and decisions therefore it is likely the person will have finance responsibility. See the section on Agency setup for Multiple PCC s 2. If your Agency has more than one PCC in the same or across multiple locations, decide how you would like your commission to be paid. See the section on Agency setup for Multiple PCC s 3. If you are a Travelport customer and use either Galileo, Apollo or Worldspan you will need to determine, for each PCC if you have Mandatory Custom Check (Galileo or Apollo) or World File Edit (Worldspan) in use. You will need to consider the options which are available. See the section on GDS integration 4

5 PayPal account setup Step 2

6 Create a PayPal account Travelport Rooms and More uses a product of PayPal s called Mass Pay which allows Travelport to send out payments to account holders in batches, after all commissions from all providers have been consolidated. A PayPal account is required to receive commission, and therefore, if your agency does not have an existing account, you will need to create one. To create a PayPal account, visit Upon arrival, select Sign Up On the next page: Agencies may use a Personal PayPal account for receipt of commission Agencies may use a PayPal Business Account. For level 1 Countries, when creating a Business Account, after arriving on the next page, select the Web Payments Standard product from the drop down, and proceed. Complete all information. For level 2 Countries, complete all information as instructed on the screens. A PayPal account needs to be linked to the bank (or method as per the options provided) where the commission funds are to be sent, but can be set up at a subsequent date. For further information on how Travelport pay commissions please refer to the Commission Payment Process deck for full details on receiving funds from Travelport and withdrawing funds from your PayPal account. 6

7 Account setup Step 3

8 Account setup This task should be undertaken by the nominated person in the agency who is responsible for setting up and administering the main account on behalf of the agency. They will become the master account holder. Select your country from the drop down menu If the country you have selected has a multi language registration capability you will be asked to select a language 8

9 Account setup This task should be undertaken by the nominated person in the agency who is responsible for setting up and administering the main account on behalf of the agency. They will become the master account holder. Select the Get Started option on the home page 9

10 Account setup cont These details are associated with the Nominated Person Complete your login details:- Login Password You will use these details to login to Travelport Rooms and More Preset s:- Complete the fields with your details. These details will be used as the default agency details in the booking screen Choose a shopping currency Choose a locale\language Shopping results will be displayed in this currency (exchange rates are refreshed daily by XE) Your language selection will determine the language the screens will display in. This may be changed in the future. 10

11 Account setup cont Complete the agency details. These details will be used on commission statements Please note that the VAT/Tax/Company Reg # will be used to print on your commission statement. If this is not applicable for your Country or your Agency does not have a number please use 000 These details will be used as the default agency details in the booking screen Accurate agency details are important so that your agents can book appropriate non hotel providers in the local offers tab. 11

12 * Account setup cont I am not a GDS client If your agency does not have an association with a GDS, or your GDS is not listed. Amadeus, Abacus or Sabre Select the appropriate GDS. Please note the following: Travelport GDS content will not be bookable Aggregator content is bookable and Travelport will pay you commission. GDS integration is not available Select the GDS option suitable for your agency. If you are a Travelport customer using a Travelport GDS please read the section on GDS integration in order to select the most appropriate option. Galileo, Apollo or Worldspan Select the appropriate GDS. Please note the following: Travelport GDS content will be bookable and you will be paid commission by the Hotel as though the booking was made direct in the GDS. Aggregator content is bookable and Travelport will pay you commission direct. GDS integration is available providing Mandatory Custom Check or World File Edit is not configured. GDS content PNR creation Aggregator content Passive PNR creation Please complete the additional field with your PCC number 12

13 * Account setup cont Select which currency you would like your commission transferred to your PayPal account in:- GBP USD EUR SGD For further information on how Travelport pay commissions please refer to the Commission Payment Process deck for full details on receiving funds from Travelport and withdrawing funds from your PayPal account. Enter the address of the PayPal account you set up in step 2. These details will be used to pay your commission. 13

14 * Account setup cont Complete the details for the Finance contact person in your agency, as defined in Step 1. These details will be used to send the monthly commission statement 14

15 * Account setup cont Read and accept the Travelport Rooms and More Terms and Conditions. NB: These will be presented in the language applicable for the country selected on the initial screen. Where there are multiple languages available please select the appropriate one from the list. Complete the security field. You are now ready to start making bookings. You will receive an confirming your registration. Please check your spam filter if not received. If you have other agents within this PCC/office who require access to make bookings then please continue to step 4. 15

16 Add Agents to the account Step 4

17 * Adding Agents Select the Account option Select the Agency Accounts option 17

18 * Adding Agents cont As the master account holder your details will have automatically been added to this list. Select the Create and Link a new account option to add more agents to this account. 18

19 Adding Agents cont For each additional agent complete these details and select Create and Link. Complete your login details:- Login Password Preset s:- Complete the fields with your details. You will use these details to login to Travelport Rooms and More These details will be used as the default agency details in the booking screen Choose a shopping currency Choose a locale\language Shopping results will be displayed in this currency (exchange rates are refreshed daily by XE) Your language selection will determine the language the screens will display in. This may be changed in the future. 19

20 Adding Agents cont Travelport Rooms and More will send a welcome to each user, however in some cases spam filters may prevent these from reaching their intended recipient. It is also best practice to have them take responsibility for their password and change it immediately after logging in for the first time. You may wish to alert users to expect an and also provide them with the following information so they can change their password. Please login to Travelport Rooms and More with the details above. Please select Account in the top right of the screen Please amend your password. Select Update at the bottom of the screen. See the section Management of User Accounts in the Appendix for information on making user accounts inactive if an agent leaves the agency. 20

21 Appendix Agency setup for multiple PCC s GDS integration options Management of User Accounts

22 Agency set up for multiple PCC s

23 Agency set up for multiple PCC s Where an agency has multiple PCC s in a single or across multiple locations it is possible to configure Travelport Rooms and More to have commissions paid to each location or to have all commissions paid to a single location. This can be achieved either at the PayPal level or the Travelport Rooms and More level. Looking at the following combinations may help in making a decision for your Agency. Consider the following:- 1. How many PCC s (or individual offices)? 2. How many PayPal accounts and in which currencies? 3. Who does the commission statement need to be sent to? It may be helpful to draw a grid, and define, for each PCC, who their statement needs to be sent to and type of PayPal account. Examples on the following pages may assist with this. 23

24 Agency set up for multiple PCC s ❶ This combination will provide the following:- PCC level booking reports PCC level user setup control PCC level commission reporting Finance contact will receive commission statements for each PCC. All commission payments received in to a single PayPal account PCC (1) Master Account Single PayPal account Single finance contact PCC (2) Master Account PCC (3) Master Account 24

25 Agency set up for multiple PCC s cont ❷ This combination will provide the following:- Single finance contact PCC level booking reports PCC level user setup control PCC level commission reporting Finance contact will receive commission statements for each PCC. PayPal Account 1 PCC (1) Master Account PayPal Account 2 PCC (2) Master Account PayPal Account 3 PCC (3) Master Account Commission payments received into individual PayPal accounts 25

26 Agency set up for multiple PCC s cont ❷+ It is possible to setup multiple PayPal accounts in the same or different currencies in order to accommodate a many to one relationship with PCC s Single finance contact PayPal Account 1 (USD) PayPal Account 2 (EUR) PCC level booking reports PCC level user setup control PCC level commission reporting Finance contact will receive commission statements for each PCC. PCC (1) Master Account PCC (2) Master Account PCC (3) Master Account Commission payments received into individual PayPal accounts 26

27 Agency set up for multiple PCC s cont ❸ This combination will provide the following:- Finance contact 1 Finance Contact 2 PCC level booking reports PCC level user setup control PCC level commission reporting Finance contacts will receive commission statements for each of their assigned PCC s. PayPal Account 1 PCC (1) Master Account PayPal Account 2 PCC (2) Master Account PayPal Account 3 PCC (3) Master Account Commission payments received into individual PayPal accounts 27

28 GDS integration

29 GDS Integration standard functionality GDS integration is available for Travelport customers who use Galileo, Apollo or Worldspan. GDS GDS Content Aggregator Content Apollo Creates active PNR Creates passive segment Galileo Creates active PNR Creates passive segment Worldspan Creates active PNR Creates passive segment New segments are created in the GDS which allows for the continued integration into agency back office systems. Segments can be reviewed in the GDS and additional details added as required. 29

30 GDS Integration There are configuration options in the Travelport GDS s which are used by some agents which will prevent this integration taking place:- Galileo/Apollo Mandatory Custom Check Mandatory Custom Check in Galileo & Apollo will prevent segments being automatically created in the GDS and Travelport Rooms and More being unable to create these will produce an error message to the user. (Bookings may still be made with the Aggregator) Agencies need to determine how best to deal with this restriction and options are available on the next page. NB: Optional Custom Check is not affected and integration will take place. NB: Worldspan File Edit is not affected and integration will take place 30

31 GDS Integration Option Rooms and More Configuration Result Turn off Consider if Mandatory Custom Check is still relevant for your agency or could be set as optional or Hotel checks removed. GDS Option = Galileo, Apollo or Worldspan Standard GDS integration New PCC A new PCC, without Mandatory Custom Check configuration. For use only within Travelport Rooms and More GDS Option = Galileo, Apollo or Worldspan GDS integration using new PCC Travelport Rooms and More without GDS integration Book aggregator content and manually create Passive segments in the GDS. GDS Option = No GDS integration GDS Content Shopping will be available. Booking will need to be done in the GDS. Aggregator Content Booking with Aggregator completed in Travelport Rooms and More and Passive created manually in GDS 31

32 Management of User Accounts

33 Making a User inactive The Master account holder will need to from time to time set an account as inactive for an agent who leaves the agency. As Travelport Rooms and More still requires booking information attached to this user we advise that passwords are changed for these inactive accounts. The process is as follows:- On the home page select the I lost my password/login option 33

34 Making a User inactive Complete the login (if known) or address of the user. As the address is that of the user you are making inactive, it is assumed that you have access to their account (either by auto forwarding or via the administrator) 34

35 Making a User inactive Once the is received either:- 1. Leave the auto generated password in place thus ensuring no-one can use this account in the future Or 2. Click the link in the and change the password. 35