Travel agencies

Choose your booking form and trip types

Take appointments, trip requests or both, and choose which kinds of trip clients can request.

Open this in your dashboard →

Travel agencies choose how clients book from the website: an appointment on your calendar, a trip request, or both.

Steps

  1. Go to Booking form in the dashboard menu.
  2. Choose Appointments, Trip requests or Both.
  3. If you chose trip requests or both, go to What clients can request and tick each kind you offer, like Flights, Hotels, Visas & documents or Travel packages.
  4. Use the ↑ ↓ arrows to set the order. The first one opens by default.
  5. Click Save booking form.
  6. Click See your booking page ↗ to check what clients see.

Good to know

  • Trip requests aren't booked automatically. Clients tell you what they need and an agent follows up.
  • With Both, clients see trip requests first, with a switch to Book an appointment.
  • A client who picks a service on your site, or moves an appointment, always gets the appointment form.
  • You need at least one kind of request switched on, unless you choose Appointments.
  • Your phone assistant follows the same setting and asks callers the same questions.
  • Only the account owner can change the booking form.

Still stuck? Open your dashboard and press Help: it can look at your account, and reach the Sotera team for you.