Set up and organize your business structure and rules inside Agency Settings. Enter your agency's contact information, logo, and statement remarks. Connect to consortia marketing programs by entering affiliations, and customize how your agency pays their advisors with reconciliation rules by travel category. Enable powerful features such as bank management, credit card merchant processing, GDS interface, general ledger, and client/traveler forms.
Enter your agency's contact information to be displayed on all trip statements with agency branding. In the Information section, enter your agency's contact information such as address, phone number, and email. Add any additional information you would like as well.
Check or uncheck the box for Include Traveler Category Icons on Trip Statement as needed.
Enter data you would like included on all your trip statements in the Trip Statement Remarks field. Learn more about trip statements.
Enter data you would like included on all your supplier statements in the Supplier Statement Remarks.
Set up your branding by uploading your logo and choosing a primary color. Upload your logo by dragging and dropping it or clicking the Browse button to search for it on your computer. Supported file formats are .jpg and .png, and there is a maximum file size limit of 2MB.
Once you have uploaded your logo, you can preview it before saving.
Select your primary color by using the color selector, entering a HEX value, or inputting the RGB values. This color is displayed in various areas of the program, including on the trip statement, new client/traveler form, client itinerary, and trip payment authorization form.
If your Consortia offers marketing through Tres, you will se your affiliation listed her.
Use the advisor pay reconciliation rules to decide when your agency pays it's advisors. We have broken it down by each travel category.
- Select the Paid option if you pay your advisors when the commission has been received and applied to the reservation.
- Select the Paid and departed option if you pay your advisors when the commission has been received and applied to the reservation AND the client has departed.
- NOTE: In both options above, the reservation must be paid in full.
Help resolve support issues quickly with Tres Team Access. Checking the box displays a date and time field, allowing users to control how long to grant access to their program to Tres employees. Unchecking the box removes access for Tres employees immediately. Any changes made in your program by Tres employees will display in the History section as TRES/<username>.