Overview
Agency booking requirements allow agency owners to set up required fields to mark items as 'booked' for commission reconciliation. This is often an important step to ensure you have the information you need to match supplier payments and pay your agents.
Setting Up Booking Requirements
Agency owners can set up booking requirements by going to Settings --> Financial Settings.
💡 Pro Tip: We recommend requiring confirmation numbers at a minimum to help with reconciliation. If there should only be one booking per confirmation number, then we also recommend enabling Unique Confirmation Number.
Agent submission process
Agents who submit their bookings through an agency with required fields set up will see these requirements when they mark items as 'booked'.
Required Fields - Explained
Confirmation number: booking must include a confirmation number
Agency Supplier: the 'booking supplier' must match an Agency Supplier and they cannot select from the global supplier list below.
Traveler: at least one traveler must be added to the trip Overview page
Total price: must be added within the Booking & Pricing tab
Expected commission: must be greater than 0
Unique confirmation number: Each confirmation number must be unique per supplier across all agents within your agency
Supplier Warnings
We’ve also added a feature that warns you when a non-Agency supplier is selected on the Booking & Pricing tab. This will help catch potential booking errors early.
Still Have Questions?
Reach out anytime. We’re here to help you navigate this change:
Use the in-app chat
Email us at [email protected]
Contact your agency admin for agency-specific guidance
If you are a new agency setting up their agency on Tern for the first time, please follow the next steps below.
Next steps
Continue to: Manage your contacts and suppliers in Tern