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    Support Home Property Management System Setup Travel Agent Travel Agent

    Travel Agent

    Setup a Travel Agent in RMS.

    Steps Required

    Have your System Administrator complete the following.

    1. Go to Setup > Travel Agent in RMS.
    2. Select 'Add'.
    3. Select the Travel Agent Type.
    4. Enter the Travel Agent Name.
    5. Enter the Agent Contact Details.
    6. Select a Colour for Travel Agent Reservations.
    7. Optional: Enter the IATA Number.
    8. Save/Exit.

    Info

    Credit Hold will default to 'Yes' when creating new travel agents in RMS.

    To enable using Transfer to Accounts Receivable with this travel agent, set Credit Hold to 'No'.

    Visual Guide

    Go to Setup > Travel Agent in RMS.
    Select 'Add' to create a new Travel Agent.
    Select the Travel Agent Type.
    Enter the Travel Agent Name.
    Enter the Agent Contact Details.
    Select a Colour for Travel Agent Reservations.
    Optional: Enter the IATA Number.
    Select 'Save/Exit' to store the changes made.

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