5 - Set Up Agents

Add your Agents into Limo Anywhere

  1. Click on the 'My Office' icon in the toolbar.
  2. Select the 'Company Resources' tab.
  3. Select the 'Agents' button.
  4. Enter the Agent's 'First Name', 'Last Name', and 'Company Name'.
  5. (OPTIONAL STEP) Enter the 'Primary Address', 'Apt/Ste', 'City', 'State/Prov', and 'Zip/Post'.
  6. (OPTIONAL STEP) Enter the 'DL/State', 'SNN/IATA#', and 'DOB'.
  7. Keep the Other Information's 'Status' set to 'ACTIVE' and set up their 'Comm Rate $ or %'.
  8. Set the 'Calculate Agent Commission on:' BASE Charges or Grant Total.
  9. (OPTIONAL STEP) Place agent notes in the 'Agent Notes' box.
  10. (OPTIONAL STEP) Enter 'Home Phone', 'Fax', 'Office Phone', 'Cellular Phone', 'Provider', 'Pager/Other', 'Provider', 'Email Address' and 'Web Site Address'.
  11. Leave the 'Agent Web Referral Code', 'Agent Web Access' Username and Password fields blank, as they are place holders for a feature we will be adding in the future.
  12. Click the 'ADD NEW AGENT' button.


NOTE: In the screenshot below all optional steps are enclosed in the yellow box/s.




To continue setting up Limo Anywhere please see Knowledge Base article '6 - Set Up Fleet'.

 
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