Create accounts
Before you create a new account, ensure that it does not already exist. After you create an account, you can add contacts, activities, inquiries, bookings, volume contracts, and notes and attachments. You can manage all this information on the Account page.
To create an account
- Click the Accounts tab, then click New.
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Complete the fields on this page as appropriate.
Depending on your experience, either an asterisk or a red bar indicates a mandatory field. These fields need to be complete before you can save the record.
Account information details Account Name Enter the name of the account. Account ID/IATA Enter a unique code used to track and search for the account. Parent Account If this account is a subsidiary of a larger company or organization, the parent account displays here. To assign a parent to the account, find and select an existing account. See View account hierarchies.
Visible to all properties Select this option to share the account with all properties. Account Owner Select the owner of the account. By default, the account owner can view, edit, and report on the account. Your property's account security model might require other users to be given access to the account before they can view or modify it. See Overview: Account sharing. Primary Contact Select the name of the account's primary contact. This contact is used in merge documents and is automatically associated with inquiries, bookings, and volume contracts that are created on the account. The first contact added to the account is automatically assigned as the primary contact. However, you can assign a different contact to be the primary. Only the individuals that display in the Contacts section of the account are available for selection.
Website Enter the account's website. Address & phone details Property Select the property that created the account. Billing Address, Phone, and Fax Enter general information about the account. When you make changes to the address, make sure to also update the address of the contacts linked to this account. See Edit contacts.
Segmentation details Type Select the account's type. Your administrator can customize the values in this list. Market Segment Select the market segment of the account. Industry Select which industry the account belongs to. Lead Source Select how the account learned about your property. Region Select the account's region. Your administrator can customize the values in this list. Billing information details Billing Information Select the default billing method used for all bookings on the account, for example, Master Account, Direct Bill, or Individual on Own. This billing method can be modified for individual bookings, as needed. Commission % Enter the default commission percentage that applies to all bookings received through an agency. This commission can be modified for individual bookings, as needed. - Do one of the following:
- Click Save to save your changes and open the Account page.
- Click Save & New to save your changes and create another new account.
- Click Cancel to discard your changes.