June, 2011 Account Setup. Travelport Confidential2 Get started in 4 easy steps Step 1 Determine your...
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June, 2011 Account Setup Slide 2 Travelport Confidential2 Get started in 4 easy steps Step 1 Determine your account structure Step 2 Setup the required PayPal account(s) Step 3 Agency nominated person setup the master agency account Step 4 Agency nominated person add agents to the master account Step 5 Start shopping and booking and earning commission in Travelport Rooms and More Slide 3 Preparation Slide 4 Travelport Confidential Preparation Part of the setup involves finance information and decisions therefore it is likely the person will have finance responsibility. See the section on Agency setup for Multiple PCCs In order to facilitate a smooth account set up, it is recommended that the following decisions and actions are taken prior to commencing the account set up. 1.Nominate the person in the agency who can be responsible for setting up and administering the main account on behalf of the agency. 2.If your Agency has more than one PCC in the same or across multiple locations, decide how you would like your commission to be paid. See the section on Agency setup for Multiple PCCs 4 See the section on GDS integration 3.If you are a Travelport customer and use either Galileo, Apollo or Worldspan you will need to determine, for each PCC if you have Mandatory Custom Check (Galileo or Apollo) or World File Edit (Worldspan) in use. You will need to consider the options which are available. Slide 5 PayPal account setup Step 2 Slide 6 Create a PayPal account Travelport Rooms and More uses a product of PayPals called Mass Pay which allows Travelport to send out payments to account holders in batches, after all commissions from all providers have been consolidated. A PayPal account is required to receive commission, and therefore, if your agency does not have an existing account, you will need to create one. To create a PayPal account, visit http://www.paypal.comhttp://www.paypal.com Upon arrival, select Sign Up On the next page: Agencies may use a Personal PayPal account for receipt of commission Agencies may use a PayPal Business Account. For level 1 Countries, when creating a Business Account, after arriving on the next page, select the Web Payments Standard product from the drop down, and proceed. Complete all information. For level 2 Countries, complete all information as instructed on the screens. A PayPal account needs to be linked to the bank (or method as per the options provided) where the commission funds are to be sent, but can be set up at a subsequent date. Travelport Confidential6 For further information on how Travelport pay commissions please refer to the Commission Payment Process deck for full details on receiving funds from Travelport and withdrawing funds from your PayPal account. Slide 7 Account setup Step 3 Slide 8 Account setup Travelport Confidential8 This task should be undertaken by the nominated person in the agency who is responsible for setting up and administering the main account on behalf of the agency. They will become the master account holder. Select the Get Started option on the home page Slide 9 Account setup cont Travelport Confidential9 These details are associated with the Nominated Person Complete your login details:- Login Email Password Preset s:- Complete the fields with your details. You will use these details to login to Travelport Rooms and More These details will be used as the default agency details in the booking screen Choose a shopping currency Shopping results will be displayed in this currency (exchange rates are refreshed daily by XE) Slide 10 Account setup cont Travelport Confidential10 These details will be used on commission statements Complete the agency details. These details will be used as the default agency details in the booking screen Slide 11 Account setup cont Travelport Confidential11 Select the GDS option suitable for your agency. If you are a Travelport customer using a Travelport GDS please read the section on GDS integration in order to select the most appropriate option. * I am not a GDS client If your agency does not have an association with a GDS, or your GDS is not listed. Amadeus, Abacus or Sabre Select the appropriate GDS. Please note the following: Travelport GDS content will not be bookable Aggregator content is bookable and Travelport will pay you commission. GDS integration is not available Galileo, Apollo or Worldspan Select the appropriate GDS. Please note the following: Travelport GDS content will be bookable and you will be paid commission by the Hotel as though the booking was made direct in the GDS. Aggregator content is bookable and Travelport will pay you commission direct. GDS integration is available providing Mandatory Custom Check or World File Edit is not configured. GDS content PNR creation Aggregator content Passive PNR creation Please complete the additional field with your PCC number Slide 12 Account setup cont Travelport Confidential12 These details will be used to pay your commission. Select which currency you would like your commission transferred to your PayPal account in:- GBP USD EUR SGD For further information on how Travelport pay commissions please refer to the Commission Payment Process deck for full details on receiving funds from Travelport and withdrawing funds from your PayPal account. * Enter the e-mail address of the PayPal account you set up in step 2. Slide 13 Account setup cont Travelport Confidential13 These details will be used to send the monthly commission statement Complete the details for the Finance contact person in your agency, as defined in Step 1. * Slide 14 Account setup cont Travelport Confidential14 Read and accept the Travelport Rooms and More Terms and Conditions. Complete the security field. * You are now ready to start making bookings. If you have other agents within this PCC/office who require access to make bookings then please continue to step 4. You will receive an e-mail confirming your registration. Please check your spam filter if not received. Slide 15 Add Agents to the account Step 4 Slide 16 Adding Agents Travelport Confidential16 Select the Account option * Select the Agency Accounts option Slide 17 Adding Agents cont Travelport Confidential17 * As the master account holder your details will have automatically been added to this list. Select the Create and Link a new account option to add more agents to this account. Slide 18 Adding Agents cont Travelport Confidential18 For each additional agent complete these details and select Create and Link. Complete their login details:- Login Email Password (assign a password for each user) NB: Make a note of all login and password details Preset s:- Complete the fields with their details. Users will use these details to login to Travelport Rooms and More These details will be used as the default details in the booking screen Choose a shopping currency Shopping results will be displayed in this currency (exchange rates are refreshed daily by XE) Slide 19 Adding Agents cont Travelport Confidential19 You may wish to alert users to expect an e-mail and also provide them with the following information so they can change their password. Please login to Travelport Rooms and More with the details above. Please select Account in the top right of the screen Please amend your password. Select Update at the bottom of the screen. Travelport Rooms and More will send a welcome e-mail to each user, however in some cases spam filters may prevent these from reaching their intended recipient. It is also best practice to have them take responsibility for their password and change it immediately after logging in for the first time. See the section Management of User Accounts in the Appendix for information on making user accounts inactive if an agent leaves the agency. Slide 20 Agency setup for multiple PCCs GDS integration options Management of User Accounts Travelport Confidential Appendix Slide 21 Agency set up for multiple PCCs Slide 22 Travelport Confidential22 Where an agency has multiple PCCs in a single or across multiple locations it is possible to configure Travelport Rooms and More to have commissions paid to each location or to have all commissions paid to a single location. This can be achieved either at the PayPal level or the Travelport Rooms and More level. Looking at the following combinations may help in making a decision for your Agency. Consider the following:- 1.How many PCCs (or individual offices)? 2.How many PayPal accounts and in which currencies? 3.Who does the commission statement need to be sent to? It may be helpful to draw a grid, and define, for each PCC, who their statement needs to be sent to and type of PayPal account. Examples on the following pages may assist with this. Slide 23 Agency set up for multiple PCCs Travelport Confidential23 Single PayPal accountSingle finance contact PCC (1) Master Account Agency User PCC (2) Master Account Agency User PCC (3) Master Account Agency User This combination will provide the following:- PCC level booking reports PCC level user setup control PCC level commission reporting Finance contact will receive commission statements for each PCC. All commission payments received in to a single PayPal account Slide 24 Agency set up for multiple PCCs cont Travelport Confidential24 This combination will provide the following:- PCC level booking reports PCC level user setup control PCC level commission reporting Finance contact will receive commission statements for each PCC. Commission payments received into individual PayPal accounts Single finance contact PayPal Account 1 PCC (1) Master Account Agency User PayPal Account 2 PCC (2) Master Account Agency User PayPal Account 3 PCC (3) Master Account Agency User Slide 25 Agency set up for multiple PCCs cont Travelport Confidential25 + It is possible to setup multiple PayPal accounts in the same or different currencies in order to accommodate a many to one relationship with PCCs PCC lev