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.

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.

Agents who submit their bookings through an agency with required fields set up will need to fill in these fields on the Booking & Pricing tab before marking items as 'booked'. This includes selecting the correct Accreditation from the dropdown in the Booking details section. The accreditation determines which agency the booking is logged under and which commission types are available.

If any required fields are missing when the agent clicks "Mark as Booked," they'll receive an error prompting them to correct the issue before the booking can be submitted.

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.

Reach out anytime. We're here to help you navigate this change:

If you are a new agency setting up their agency on Tern for the first time, please follow the next steps below.

Continue to: Manage your contacts and suppliers in Tern