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Client Profile

Pertains to the Client Profile within AgentMate

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: 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

Enhanced Features: Global Entry Number and Client Attachments

Posted on March 25, 2016 by o2_admin

As most of you know AgentMate offers you the ability to upload attachments to a Reservation, Lead, or Group; AgentMate also allows you to store a Client’s Passport information. With the most recent AgentMate release these go to the next level. You… Continue Reading →

Release Notes Client Profile, Query Tool

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: Save Time Creating Leads and Reservations

Posted on February 15, 2016 by o2_admin

Did you know that you can start a New Lead or Reservation within AgentMate from the Client List screen? We’ve found this to be a very popular feature that Agents use as soon as they learn about it. After you have initially… Continue Reading →

Tip of the Week Client List, Client Profile, Lead Management, Time Saving

Tip: Show Loyal Clients Their Loyalty Numbers

Posted on February 1, 2016 by o2_admin

Did you know that AgentMate can store Loyalty Numbers for your clients? Not only does AgentMate provide a place for you to store your Client’s Loyalty Numbers, these loyalty numbers will automatically be included on the Client’s Invoice when that… Continue Reading →

Tip of the Week Client Profile, Customer Service

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