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Tip of the Week

Tip: Making Use of Recent Items

Posted on May 9, 2016 by o2_admin

Have you ever been working on a Reservation for a client only to have your phone ring or someone walk into your office with an emergency? I think we all have. If you’re anything like me, by the time you… Continue Reading →

Tip of the Week Time Saving

Tip: Group your Clients the way They Organize Themselves

Posted on May 2, 2016 by o2_admin

Do you belong to any Clubs, Networking Groups, or other Organization that meets on a semi-regular basis? Statistically, you do; the same is true for your clients. AgentMate offers a function called Organizational Setup (found within the Client Module) that lets you… Continue Reading →

Tip of the Week Marketing, Relationship Management

Tip: Save Time and Personalize Relationships

Posted on April 25, 2016 by o2_admin

Do you find yourself writing the same letters (emails) to your clients over and over? I think we all do. We want to ensure that our clients receive the information they need while still keeping things personal. A great solution… Continue Reading →

Tip of the Week Relationship Management, Time Saving

Tip: Stay on Top of Final Payments

Posted on April 18, 2016 by o2_admin

Have you ever looked at a Booking and not remembered if you sent a Client’s Final Payment Invoice? Never wonder again when you use the Pending and Final Payment Reports within AgentMate, especially when you consider it is less a report… Continue Reading →

Tip of the Week Best Practice, Final Payment, Time Saving

Tip: Keep Agency Priorities Front and Center

Posted on April 11, 2016 by o2_admin

Do you receive more emails in a day than you know what to do with? Most of us do; because of this, AgentMate offers an Agency News feature that allows authorized staff to publish information directly to the AgentMate dashboard. Agencies may use… Continue Reading →

Tip of the Week Agency News

Tip: Orphaned Commissions

Posted on April 4, 2016 by o2_admin

Did you know that AgentMate allows you to track orphaned/unclaimed commissions? As part of AgentMate’s Unapplied Commission module the application attempts to save time for your staff…  the back office staff doesn’t have to enter receivables in two tools, nor… Continue Reading →

Tip of the Week Back Office Accounting, Commissions, Time Saving

Tip: Counselor Compensation

Posted on March 28, 2016 by o2_admin

Did you know that AgentMate offers a complete Counselor Compensation Module? It’s True! AgentMate allows you to define commission splits for any/all agents in your office; these splits can be unique from agent to agent and the payment rules (timeline and criteria)… Continue Reading →

Tip of the Week Accounting, Back Office Accounting, Commissions, Time Saving

Tip: Target New Prospects

Posted on March 21, 2016 by o2_admin

Did you know the Lead Management Dashboard in AgentMate shows you which leads are for repeat passengers? That’s right! When you are on the Lead Dashboard any guest that already has an active reservation will appear highlighted in green. Leads… Continue Reading →

Tip of the Week Lead Management

Tip: e-Engagement Statistics

Posted on March 14, 2016 by o2_admin

Did you know that Email Delivery, Open, and Click-through rates for e-Engagement populate in AgentMate? Not only do they appear in AgentMate, they are updated each night to catch new opens and clicks. From your Primary Dashboard you can see… Continue Reading →

Tip of the Week Client Profile, e-Engagement, Email, Marketing

Tip: Bundling on Your Invoice

Posted on March 7, 2016 by o2_admin

Did you know that AgentMate allows you to bundle, or package, pricing on each reservation invoice? Yep! Each Reservation allows you to record all the line items your client is purchasing, or that the Agency is purchasing (like gifts); documenting each… Continue Reading →

Tip of the Week Bundling, Invoice

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