Booking Channels (Agents)
Controlling how bookings can be made by agents you work with.
Policy
It is possible to control how close to the lesson start date bookings can be created (and for agents also edited).
Setting a smaller number of days prior to the lesson start is beneficial to encourage sales (value 0 meaning same day). However, a smaller number of days can create more last minute schedule changes for your team.
To manage your booking window:
Navigate to Product Setup → Product Details → Policy
An agent's ability to make bookings is controlled by booking window settings in conjunction with agent-by-agent access settings.
Access & Commission
To control the level of booking access and commission for each agent:
Navigate to Product Setup → Booking Channels
The three levels of agent access are:
No Access - agents are unable to view or book your lessons, this is the default setting until you make changes.
Request Access - agents can view your lessons and pricing, and can make booking requests within the booking window you specified.
Reservation Access - In addition to Request Access, agents can make confirmed reservations as long as there is sufficient Instructor Availability.
To set agent commission, enter the amount in the Commission column.
Last updated