Applies to User Plans:

Step

Action

1

Select User Maint | Regd Users from the upper Menu bar.
 

2

Complete fields as follows:
 
User Full Name – (e.g. ABC Travel)

User ID – The unique ID this user will enter into your booking screen
Agent / User – select as appropriate
Agent Type – If appropriate, select from drop down selection list box
IATA – enter if applicable (and if known)
Street Address – self explanatory
Mail Address - self explanatory
Country – select from drop down selection list box
Phone - self explanatory
Fax - self explanatory
Email - self explanatory
Web - self explanatory
Contact First Name - self explanatory
Contact Last Name - self explanatory

Allocation Pool – If you have more than allocation pool then select here. Refer  to allocation pools for more information.

Rate Schedule – If you have more than one rate schedule then select here.  Refer to  Rate Schedulesfor more information.
Use Rate Value – There are three rate values (groups) to choose. Rate 1 is the main rate and rate 2 and rate 3 are supplementary rates that you can have different values for this user (refer to Rates Groups for more information). Select as appropriate
Use Rate Value (Extras) – There are two rate values for extras to choose. Rate 1 is the main rate and rate 2 is a supplementary rate that can have different values for this user. Select as appropriate.
Booking Fee/Commission – Choose whether this user will be paid by commission or fee and enter the appropriate fee or commission value.  If no fee or commission then leave with either a commission of 0%.

2...

Payment Method – Select as appropriate.  Note that the ability for a user to enter a voucher or order ref in lieu of a credit card only applies for attended bookings i.e. the user is personally overseeing this booking.  It does not apply if the agent is operating a web site and there is customer is making a booking on your property without direct assistance from your registered user.  iBex can determine if it is an attended booking by whether or not the user manually entered their login details into your booking screen.

Deposit Amount – This is the percentage of the booking value that the agent will take as deposit for bookings they make.  If set to less than 100%, the value is calculated on the room value only and disregards the value of any extras.  If set to 100% then it is for the full value of the booking including extras.  The most likely options are 0%, 100% or a percentage equal to the commission payable to the agent so that the agent can receive their commission up front.  This is why the extras are not included as commissions do not normally include extras but room value only.  Note that for attended bookings, the agent can override the default value of the deposit as might occur in special circumstances.  For example, the agent might normally take their commission as a deposit but in a certain instance, need to take 100%.
Booking Process – this determines whether this registered user can book multiple or singular rates and rooms in one booking.  Select as appropriate.  Note that this is separately set for the public or casual users (refer web preferences for more

information).
User Code – an optional cross reference field for your use if appropriate

Comments – for your own use, field is not visible to the user or external users

3

Click the Save button.