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Release Notes: 16 June 2016

Posted on June 15, 2016 by o2_admin

Summary:  An AgentMate release is scheduled to go live the evening of June 15 into morning of June 16. This contained several bug fixes which will be communicated to the impacted users. In addition to that there is foundation work… Continue Reading →

Release Notes Client Profile, Groups, Reporting

Tip: Quick Add-on Management for Groups

Posted on June 13, 2016 by o2_admin

Have you ever been managing a Group and after the fact decided to offer an optional Add-on like a Pre-Hotel, Shore Excursion, Tour, Transfers, or any combination thereof? I’m guessing you have, or that you’d like to (if it weren’t… Continue Reading →

Tip of the Week Groups, Time Saving

Tip: Track Possible Groups within your Lead Dashboard

Posted on June 6, 2016 by o2_admin

Do you like travelling with your friends and family? Many people do – including several of your clients. Every agency I’ve talked to has had at least one time where someone called wanting to do a Family Reunion, Girls Weekend,… Continue Reading →

Tip of the Week Groups, Lead Management

Tip: FIT bookings in a Group

Posted on May 31, 2016 by o2_admin

Have you ever had clients travelling with one of your groups, but they weren’t a part of the group contract? With all of the different Fare codes out there a client will inevitably be booked in under a rate that may be ineligible… Continue Reading →

Best Practices, Demonstration

Tip: Call out Changes so they aren’t Missed

Posted on May 23, 2016 by o2_admin

Have you ever had a conversation with a client and felt like you’re each talking about completely different things? AgentMate attempts to prevent that, at least when it comes to Invoices. Each time that a new Invoice is generated a… Continue Reading →

Tip of the Week Invoice

Engagement List Refresh (Vacation.com)

Posted on May 22, 2016 by o2_admin

For Vacation.com Members: An issue was encountered uploading the Direct Mail data into the Engagement tool, to prevent any risk of data corruption Direct Mail Engagement will utilize the same list as last week. Regular processing will resume 27 May… Continue Reading →

Enhancement Engagement

Testimonial: Yankee Trails World Travel

Posted on May 20, 2016 by o2_admin

AgentMate has been a great new part of our company. Being able to have our booking system and accounting system all in 1 has been such a time saver for us. Also the reports that AgentMate can generate are much… Continue Reading →

Testimonials Back Office Accounting, Data Extraction, Query Tool, Reporting, Time Saving

Tip: Keep a Cheat-sheet of your Client’s Preferences

Posted on May 16, 2016 by o2_admin

Do you tend to fly on the same airline to maximize your reward miles? I think most of us do, just like your clients. To help you remember things like this for your clients AgentMate offers the Preferences section of… Continue Reading →

Tip of the Week Client Profile, Preferences, Relationship Management

Quarterly NCOA Processing May 2016

Posted on May 12, 2016 by o2_admin

Applicable to Vacation.com Member Agencies Only As clients move and complete a Change of Address they invariably miss notifying some people, they may even forget to tell their Travel Agent! Because of this Vacation.com audits and updates clients opted-in for the Engagement Program on… Continue Reading →

Release Notes Marketing, NCOA

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

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