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Booking reassignment
Booking reassignment

Learn how bookings can be reassigned when working together on trips

Molly Johnson avatar
Written by Molly Johnson
Updated over a month ago

Overview

If you are collaborating on trips, you can now reassign booking ownership to someone other than the trip owner. This comes in handy when -

  • You are working together on a trip, but different people are getting commission for different bookings

  • Once we support trip reassignment, the new owner of the trip may get commission moving forward for new activities, but not necessarily for activities that were already booked or paid out

Note: if you don't have any collaborators on a trip, you won't see this option at all.

How to reassign a booking

1. First, make sure you have collaborators on your trip.

If you plan to directly assign bookings to agency administrators, you'll need to add their email directly to the trip collaboration section in order for them to show up in booking reassignment.

2. On any package, insurance, or itinerary item, you'll see a new 'owner' drop-down

Any trip collaborator or owner can reassign bookings.

You'll be able to choose from any trip collaborator, and reassign the booking. Note that if you have already marked this activity as 'booked', you can only change the owner to someone within the agency you have booked it through (who is also a trip collaborator).

What happens when a trip owner is reassigned

1. The new booking owner's expected commission percentage will be used.

They will also see "your split" and the former owner will see "agent split"

2. When marking something as 'booked', it will default to book under the booking owner's default agency accreditation.

3. The new booking owner will see the booking in their commission & reporting dashboards

And it will show up in their name for agency administrators who are managing bookings for commission reconciliation & payouts. In this example "Molly Johnson" is the owner of the activity 'Suite', even though she is not the trip owner.

Both she and her agency administrator will see her name on the booking for commission & reporting:

4. If the booking owner loses access to the trip, they'll still have access to their bookings

This is important for in case they have left the agency and are no longer planning the trip, but are still owed a future commission payment or need visibility into past payments. If they should no longer have access to the booking, you can change the owner to a different collaborator.

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