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Globus Family Agent Lingo (Canada)

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Globus Family Agent Lingo (Canada)

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Globus Family Agent Lingo Features

Globus Family Agent Lingo supports the following Live Connect features if checked:

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Globus Family Agent Lingo (Canada) for ClientBase Windows

If you are currently not registered with the Globus Family Agent Lingo, visit the travel agent section of any of the brands at http://www.agentlingo.ca, or call your regional Inside Sales team member directly, or call 800.268.1639. Upon creating a User Name and Password for each agent in your office, set up ClientBase for Live Connect.

Set Up Globus Family Agent Lingo (Windows)

Step 1) Create a Live Connect Provider for Globus and Cosmos if none exists by going to Utilities|Live Connect Providers, and clicking Add. (It’s a good idea to check if the URL is correct.)

  • Provider Name: Enter Globus Family Agent Lingo
  • URL: Enter https://agents.globusfamily.ca/trams-agent/
  • Travel Category: Enter Tour from the drop-down menu.
  • Import XML from: Enter HTML Source.

Step 2) Set up for Live Connect agent logins can be done individually or globally for the agency. Users can set up their own logins by going to Utilities|My Login|Live Connect and clicking Add. To set up globally, go to Global Defaults|Res Card Defaults|Live Connect to enter the User Name, and Password that everyone in agency will use. When Live Connect is launched, the system first looks to see if there is login information at the User Login level, and if not, then looks at the global login.

  • Live Connect Provider: Select Globus and Cosmos Agent Lingo from the drop-down list.
  • User Name, Password and Account Number: Enter the necessary fields based upon the login information provided to you when you contacted Globus and Cosmos Family.
  • Agency Code is left blank.
  • Click OK to save.

Step 3) Create a separate vendor profile in ClientBase if one does not exist--one for Globus and one for Cosmos, Avalon Waterways, Brennan Vacations, and Monograms. From the profile manager, retrieve each vendor profile (or create if it is not in database). From the General Info tab, click Live Connect Providers. From here, click Add, and select Globus and Cosmos Agent Lingo from the drop-down list. The vendor code is GLOBUS. Click OK.

 

Create Globus Family Agent Lingo Reservation (Windows)

Step 1) Create a Res Card in ClientBase, enter the Res Card Cycle and Trip Name, and add a reservation. Enter the Vendor and Travel Category fields and then click Live Connect.

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Step 2) Select Globus and Cosmos Family from the drop-down menu by Connect To (if not defaulted). If you have not already set up your login under Utilities|My Login, please make sure you add it here.  If your login is not present, you cannot create or import a reservation.  Then click Create New Reservations. 

Step 3) Select any customer information to use to book reservation. This data is passed to Globus and Cosmos website, and you can use it in the booking fields to save you time during the booking process. Click Connect.

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Step 4) Although still in ClientBase, you are now on-line at the booking site.


Create the reservation with the traveler information passed from ClientBase by clicking Make a Booking and use the instructions supplied by vendor when you registered. When the reservation is confirmed, click Import Reservation at the top of the ClientBase screen. All reservation data booked on-line is now located in the reservation.

Import Existing Reservation Made Outside of ClientBase (Windows)

First, create a new reservation and click Import Existing Reservation. Make sure your login information is entered here or you will not be able to import a reservation. Enter the confirmation number or leave blank. If you have entered a confirmation number, the system automatically retrieves and imports the reservation. If no confirmation number is entered, when in Globus and Cosmos Agent Lingo website, instead of creating a new reservation, go to the retrieve reservation area. Once the reservation details are showing, click Import and the details of the reservation are imported into ClientBase.

Retrieve an Existing Reservation for Editing or Cancelling (Windows)

To edit or cancel an existing reservation using Live Connect, follow these steps:

Step 1) Launch Live Connect from inside the reservation to edit or cancel in ClientBase.

Step 2) A dialog box appears. Click Retrieve Reservation.

Step 3) Live Connect launches the booking engine site. Edit or cancel the reservation using instructions supplied by the booking engine, and click Import Reservation. All reservation data edited or cancelled online is now located in the reservation fields in ClientBase.

Step 4) Although still in ClientBase, you are now on-line at the booking site.

Create the reservation with the passenger information passed from ClientBase by clicking Make a Booking and use the instructions supplied by Globus when you registered. When the reservation is confirmed, click Import Reservation at the top of the ClientBase screen. All reservation data booked on-line is now located in the reservation.

 

Globus Family Agent Lingo (Canada) for ClientBase Online

If you are currently not registered with the Globus Family Agent Lingo, visit the travel agent section of any of the brands at www.agentlingo.ca, or call your regional Inside Sales team member directly, or call 800.268.1639. Upon creating a User Name and Password for each agent in your office, set up ClientBase for Live Connect.

Set Up Globus Family Agent Lingo (Online)

Step 1) Once you have obtained accurate login information, you need to add this Live Connect Provider if it does not already exist into ClientBase by going to Tools|Settings|Live Connect Providers and clicking Add.

  • Provider Name: Enter Globus Family Agent Lingo
  • URL: Enter https://agents.globusfamily.ca/trams-agent/
  • Travel Category: Enter Tour from the drop-down menu.
  • Import XML from: Enter HTML Source.

Step 2) Each user can put in his own login information under Tools|My Login|Live Connect or enter one set of login information for a Live Connect provider for all agents by going to Tools|Settings|Live Connect Login. Click Add and enter the following information:

  • Live Connect Provider: Select Globus Family Agent Lingo from the drop-down list.
  • User Name, Password and Account Number: Enter the necessary fields based upon the login information provided to you when you contacted Globus Family Agent Lingo.
  • Agency Code is left blank.  
  • Click OK to save.

Step 3) Create a separate vendor profile in ClientBase if one does not exist--one for Globus and one for Cosmos, Avalon Waterways, Brennan Vacations, and Monograms. From the profile manager, retrieve each vendor profile (or create if it is not in database). From the General Info link, click Live Connect Providers. From here, click Add, and select Globus and Cosmos Family from the drop-down list. The vendor code is GLOBUS. Click OK.

 

Create Globus Family Agent Lingo Reservation (Online)

***Important Note: You must download the Live Connect extension for Chrome before using Live Connect with ClientBase Online.  Chrome is the supported browser.  Please click here for instructions on downloading the extension.

 

Step 1) Retrieve the desired client profile, create a new Res Card and after entering basic Res Card info, launch Live Connect by clicking Live Connect on the menu bar. (You can also launch Live Connect from the Profile action gear.)

Step 2) Complete the Live Connect settings by identifying the vendor, the Live Connect Provider and add appropriate Login information. (If you have set up your logins in Tools|MyLogin|Live Connect, login information will auto-populate.)

Step 3) Click the Create New Reservation button.

Step 4) Select any Profile, Passenger, Branch and Res Card information you want to use to book the reservation and click Connect to launch the on-line booking engine.

Step 4) Although still in ClientBase, you are now on-line at the booking site

 

 

Create the reservation with the passenger information passed from ClientBase by clicking Make a Booking and use the instructions supplied by Globus when you registered. When the reservation is confirmed, click Import Reservation at the top of the ClientBase screen. All reservation data booked on-line is now located in the reservation.

For technical issues: WebTechSupport@globusandcosmos.com.

Import Existing Reservation Made Outside of ClientBase (Online)

First, create a new reservation and click Import Existing Reservation. Enter your login information if not already pre-populated) and the confirmation number or leave blank. If you have entered a confirmation number, the system automatically retrieves and imports the reservation. If no confirmation number is entered, when in Globus Family website, instead of creating a new reservation, go to the retrieve reservation area. Once the reservation details are showing, click Import and the details of the reservation are imported into ClientBase.

Retrieve an Existing Reservation for Editing or Cancelling (Online)

To edit or cancel an existing reservation using Live Connect, follow these steps:

Step 1) Launch Live Connect from inside the reservation to edit or cancel in ClientBase.

Step 2) A dialog box appears. Click Retrieve Reservation.

Step 3) Live Connect launches the booking engine site. Edit or cancel the reservation using instructions supplied by the booking engine, and click Import Reservation. All reservation data edited or cancelled online is now located in the reservation fields in ClientBase.

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