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Stream Agent Training

Stream Agent Training. March 2014. Stream > Getting Started (Agency Administrators) . Company Profile: Verify all the information is correct. Information will appear on the client emails. Name Address Email Customer Support Phone Number. page 2. Stream > Getting Started

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Stream Agent Training

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  1. Stream Agent Training March 2014

  2. Stream > Getting Started (Agency Administrators) • Company Profile: • Verify all the information is correct. • Information will appear on the client emails. • Name • Address • Email • Customer Support Phone Number page 2

  3. Stream > Getting Started (Agency Administrators) Click to create Agents within your office. page 3

  4. Stream > Getting Started (Agency Administrators) We recommend creating agent ID’s appended with ‘ca’ to indicate to the agent that this is a login for CAD page 4

  5. Stream > Getting Started In the top-right corner of every page these icons can be found. On each page there are FAQs specific to that page. You can access these, along with all of our FAQs, by clicking here. Contact Stream Support Access your profile page by clicking here. page 5

  6. Stream> Making a Booking Select Language Click to expand search options page 6

  7. Stream > Making a Booking Click to Enlarge Map Low Inventory Alert Base per night Additional filter options in right rail page 7

  8. Stream> Making a Booking Green ‘Great News’ bar means that booking is refundable Save, Email or Print your Quote Look for any Mandatory Fees not included in the prepaid rate Cancellation Policy-Note that this may vary depending on room type selected page 8

  9. Stream > Traveler Info Additional Fees not included in Prepaid Rate Cancellation Policy page 9

  10. Stream > Review & Purchase Cancellation Policy & Additional Fees

  11. Stream> Email Confirmation Follow-up by the customer would be to your customer service number. 24/7 Support Number for day of arrival emergencies page 11

  12. Stream > Making a Booking > Prior Reservations Use this functionality to find reservations you booked or saved earlier – whether it is to review the details, re-price a saved itinerary or cancel the reservation. page 12

  13. Stream > Making a Booking > Prior Reservations Clicking-here allows you to review the reservation’s details, as well as cancel the booking. Clicking-here on a Saved Itinerary allows you to review the reservation’s details, re-price and confirm the booking. page 13

  14. Stream > Cancelling a Booking > Prior Reservations You can cancel the reservation by clicking on this button. You can print or email the itinerary details to your client. page 14

  15. Stream > Travel Agency Reports Generate a report of your total sales or commission during a particular date range. page 15

  16. Stream > Travel Agency Reports Choose Booking From date range for a Sales Report or Trip Start From date range for a Commission Report. You can view the report on your screen or download a spreadsheet. page 16

  17. Stream > ScheduledReports Select Sales or Check-In Report Select Daily, Weekly, Monthly Enter your Email Address Click Add page 17

  18. Stream > Scheduled Reports • All Scheduled Reports come in a password protected zip file. Please consult the FAQ’s for the password and decrypting steps.

  19. If you have additional questions, you can also consult our Frequently Asked Questions or email us at: Support@bookonstream.com We’re excited to be working with you. – The Stream Team page 19

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