Add your Agents into Limo Anywhere
- Click on the 'My Office' icon in the toolbar.
- Select the 'Company Resources' tab.
- Select the 'Agents' button.
- Enter the Agent's 'First Name', 'Last Name', and 'Company Name'.
- (OPTIONAL STEP) Enter the 'Primary Address', 'Apt/Ste', 'City', 'State/Prov', and 'Zip/Post'.
- (OPTIONAL STEP) Enter the 'DL/State', 'SNN/IATA#', and 'DOB'.
- Keep the Other Information's 'Status' set to 'ACTIVE' and set up their 'Comm Rate $ or %'.
- Set the 'Calculate Agent Commission on:' BASE Charges or Grant Total.
- (OPTIONAL STEP) Place agent notes in the 'Agent Notes' box.
- (OPTIONAL STEP) Enter 'Home Phone', 'Fax', 'Office Phone', 'Cellular Phone', 'Provider', 'Pager/Other', 'Provider', 'Email Address' and 'Web Site Address'.
- 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.
- 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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