4 - Set Up Affiliates

Add your affiliates that DO NOT use Limo Anywhere

  1. Click on the 'My Office' icon in the toolbar.
  2. Select the 'Company Resources' tab.
  3. Select the 'Affiliates' button.
  4. Enter the Affiliate's 'First Name', 'Last Name', and 'Company Name'.
  5. (OPTIONAL STEP) Enter the 'Address Line 1', 'Address Line 2', 'City/Town', 'State/Prov/Territory', and 'Zip/Post Code'.
  6. (OPTIONAL STEP) Enter the 'Airports Serviced', 'Markets Serviced', and 'Tax ID or Social Security #'.
  7. (OPTIONAL STEP) Enter 'Phone', 'Fax', 'Cellular Phone', 'Provider', and 'Email Address'.
  8. (OPTIONAL STEP) Check 'Don't Send Auto Notifications' IF NOTE NEEDED.
  9. (OPTIONAL STEP) Check off the boxes labeled 'Email', 'SMS', and 'Fax' if you would like to Send Trip Tickets to them using one of the above methods.
  10. (OPTIONAL STEP) Set up a 'Username' and 'Password' if you would like them to be able to log into your affiliate calendar.
  11. (OPTIONAL STEP) Fill out the Alternate Contact 'First Name' and 'Last Name'.
  12. (OPTIONAL STEP) Enter Alternate Contact Information 'Phone', 'Fax', 'Cellular Phone', 'Provider', and 'Email Address'.
  13. (OPTIONAL STEP) Check 'Don't Send Auto Notifications' IF NOT NEEDED.
  14. (OPTIONAL STEP) Check off the boxes labeled 'Email', 'SMS', and 'Fax' if you would like to Send Trip Tickets to them using one of the above methods.
  15. (OPTIONAL STEP) Add any 'Internal Notes'.
  16. Keep the Setting's 'Status' set to 'ACTIVE' and leave the 'LA Net ID', 'Transponet Member Code' blank.
  17. (OPTIONAL STEP) Last set the 'Assignment Priority' and 'Rental Agreement'.
  18. Click the 'ADD NEW AFFILIATE' 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 '5 -Set Up Agents'.

For information on how to link up with affiliates that do use Limo Anywhere please see Knowledge Base article 'Setting Up and Utilizing LA Net'.

For information on how to set up your affiliate calendar please see Knowledge Base article 'Affiliate Calendar'.

 
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