Overview
Set up Agency Terms & Conditions to enforce standard documentation across your team for credit card authorization.
Coming soon, agency terms and conditions will also be used in agent invoicing and forms.
Set up
1. Go to Settings, and select Agency T&Cs
Make sure to hit "publish" when they are ready.
2. Go to Financial Settings -> Credit Card Auth Requirements
Check the box to 'Use agency terms & conditions for all agency trips'.
How Agency T&Cs are used
1. Your terms will be used automatically for credit card authorization
If an agent hasn't set up their own terms, they won't be required to for authorization. Clients who make any authorizations will see they are agreeing to your agency's T&Cs.
2. If an agent has already set up their own terms, they can decide whether to use them (in addition to your agency's)
By default we'll show both T&Cs, but if they uncheck this box only agency T&Cs will appear.
If they leave both on, the client will agree to both.
Coming soon, Agency T&Cs will be available for invoicing & forms as well!