Settings
Everything the agency can adjust: profile, lists, taxes, currencies, payments, portal and more.
Screens
- The Settings screenWhere the agency adjusts everything on its own: the four groups of sections, the search box that finds any setting, and how changes are saved.
- Agency and brandYour agency's name, country, time zone, main currency, language, VAT number, contact details, brand colour and logo, with a live preview.
- PreferencesYour agency's working rules for seats, deposits, rooms, seat holds, quotation validity, the customer trip page, receipts and vouchers.
- ConnectionsConnect WhatsApp, email, SMS, online payments and file storage, test each one, and give branches their own payment account.
- ListsThe choices your team picks from in menus and boards, such as lead sources, lead stages, room types and document types, and what each list feeds.
- Message templatesThe words of every message customers and colleagues receive, per channel and language, with booking details filled in and a live preview.
- Trip checklistsChecklists copied onto every new trip of a kind, so each trip gets its tasks with due dates counted back from departure.
- Customer portal and loyaltyTurn the customer app on, choose which trips customers can book in it, and set the loyalty points, customer credit and inbox quick replies.
- NumberingThe running numbers your bookings, quotations, invoices, notes, receipts and leads get, for the agency and for each branch.
- TaxesYour tax rules per country, the default rule of each country, the reasons printed on invoices and who gets a tax invoice.
- Currencies and exchange ratesThe currencies your agency works in, their exchange rates with full history, where rates come from and the currency reports open in.
- AccountingMap each kind of amount to an account in your accounting software, for the agency and per branch, so the journal export imports cleanly.
- BranchesYour offices: each works by its country's currency, VAT and e-invoicing, and prints its own seller details on its invoices.
- Payment methodsSet how customers can pay you: cash, bank transfer with your IBAN, cheque, card machine or online, where each method is offered and what customers see.
- E-invoicing (ZATCA)See each Saudi branch's e-invoicing state, onboard and renew its devices with ZATCA, set document options and follow e-invoices that need attention.
- Sign-in securityDecide who in your agency must use two-step sign-in, see who is protected, and require or reset it for one person.
- Support accessLet the platform's support team look at your account for a set time, see whether access is open, and answer their requests.
- Data and logsDownload all your agency's data, see every message the system sent, and read who changed what and when.
How to
- Set your brand colour and logoChoose the colour of your buttons, PDFs and customer pages, and upload the logo printed on invoices and shown on the customer trip page.
- Connect your email (SMTP)Send invitations, password resets, quotations and confirmations from your own email address through your mail server's SMTP details.
- Connect SMSSend trip page codes and short reminders by text message through Twilio or any SMS gateway that accepts a web address.
- Connect WhatsAppChoose how WhatsApp messages go out: opened on your own phone with Click to chat, or sent automatically through the WhatsApp Business Platform or Twilio.
- Connect a payment gatewayTake card, Apple Pay, BenefitPay, KNET and mada payments into your own merchant account: connect in test mode, make a test payment, then go live.
- Give a branch its own payment accountLet a branch take online payments into its own gateway account and currency, for example a Bahrain branch on BENEFIT and a Saudi branch on Tap.
- Add or change items in a listAdd a lead source, room type, city or any other list item, rename it, change its colour or order, hide it, or delete it.
- Change the words of a messageEdit a message template, add booking details to it, check it in the preview with a real booking, and add it for another channel or language.
- Change how documents are numberedChange the prefix, digits, pattern, next number or yearly restart of a document series, for the agency or for one branch.
- Add a tax ruleAdd a standard, zero-rated, exempt or out-of-scope tax rule for a country, with the reason printed on invoices.
- Add a currency and its exchange ratesAdd a currency, enter a new rate from today or a future day, import many rates from a file, or copy today's rates from your source.
- Add a branchAdd an office with its country, currency, tax rule and the seller details printed on its invoices.
- Set up ZATCA e-invoicing for a branchFrom the Saudi branch's seller details to onboarding a device with the OTP from the Fatoora portal and the first cleared or reported invoice.
- Require two-step sign-in for your teamMake everyone, or only some roles, use two-step sign-in, and see what your teammates are asked to do next.
- Give or remove support accessOpen your account to the platform's support team for a few hours or days, extend it, stop it early, or answer their request.
- Export your data and read the audit logDownload a full copy of your agency's data, find who changed something and when, and check which messages went out.
Understand
Questions and problems
- Emails are not being deliveredWhy invitations, quotations or booking emails do not arrive, and the checks to run in order, from the email connection to the spam folder.
- The customer did not receive the WhatsApp or SMS messageWhy a confirmation, receipt, reminder or trip page code did not reach the customer, how to read the message log, and what to fix first.
- Why can't I change the main currency?The main currency is locked once money or exchange rate history is recorded. When it can change, what happens, and what to do instead.
- ZATCA onboarding fails or the OTP is rejectedWhy a device cannot be onboarded or renewed with ZATCA, every message you may see, and how to fix it step by step.
- Settings questionsShort answers about settings: who can change them, missing sections, saving, finding a setting, effect on existing records, language and data export.
Reference
- Messages and the details they can useEvery message the system sends, when it goes out, on which channels, and every {detail} each message can fill in, with what it becomes.
- Numbering tokens, formats and rulesEvery numbered document, every pattern token, digits, yearly restart and branch codes, with examples and what happens to old numbers.
Your next season deserves a better system
Set up your agency in an afternoon. Your team will thank you by the weekend.