Overview
In many situations, agents may play an imperative role in your business. Sometimes agents don't take down the customer's email and enter their own email in the guest field. In doing this they will end up receiving any pre-scheduled or follow-up emails intended for the customers. The following offers pointers that can reduce this.
This article will provide brief instructions and examples for:
Online Bookings
If your company uses a specific portal for agents to make online bookings, use the 'Portal' setting within the notification feature.
For all pre and post emails do not select the agent portal in the list provided.
An example of what is being referenced:
- From the navigation bar, select Settings > Notifications.
- Select the follow-up or reminder notification you wish to reduce agents receiving (in this example I'm selecting "reminder 2" from my notification list.
- Within the Notification Information section is the option to Send Notification Only For These Booking Portals. You can select all and remove the agent portal.
- In the example above, if Amanda Test is my agent portal, it is removed from the list.
| For agents that have put a customer email in the field, the pre and post email will not be sent. |
Zaui Core (Back Office) Bookings
For Zaui Core (Back Office) bookings, you will use the Configure Email Recipients for the Immediate Booking Confirmation emails only.
- From the navigation bar, select Settings > Notifications.
- Select the notification (for Immediate Booking Confirmation only).
- In the Configure Email Recipients area make sure Send Email to Agent on Bookings on specified Tour(s) is selected.
- When in the booking screen leave the customer's email blank.
- Select the company and agent from the list.
- When the booking is made the agent will receive the confirmation immediately and they will not be signed up for pre or post emails.
Using these steps in conjunction with each other should reduce the amount of pre and post emails that get sent to agents.