account setup - galileo kuwait by...
TRANSCRIPT
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™
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 PCC’s
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 PCC’s
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.
Create a PayPal account
• Travelport Rooms and More uses a product of PayPal’s 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.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.
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
Account setup cont
Travelport Confidential9
These details are associated with the Nominated Person
Complete your login details:-LoginEmailPassword
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 shoppingcurrency
Shopping results will be displayed in this currency (exchange rates are refreshed daily by XE)
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
Please note that the VAT/Tax/Company Reg # will be used to print on your commission statement. If this is not applicable for your Country or your Agency does not have a number please use 000
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 clientIf your agency does not have an association with a GDS, or your GDS is not listed.
Amadeus, Abacus or SabreSelect 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 WorldspanSelect 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
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:-GBPUSDEURSGD
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.
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.
*
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.
Adding Agents
Travelport Confidential16
Select the Account option
*
Select the Agency Accounts option
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.
Adding Agents cont
Travelport Confidential18
For each additional agent complete these details and select Create and Link.
Complete their login details:-LoginEmailPassword (assign a password for each user)
NB: Make a note of all loginand 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 shoppingcurrency
Shopping results will be displayed in this currency (exchange rates are refreshed daily by XE)
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.
• Agency setup for multiple PCC’s• GDS integration options• Management of User Accounts
Travelport Confidential
Appendix
Agency set up for multiple PCC’s
Travelport Confidential22
Where an agency has multiple PCC’s 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 PCC’s (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.
Agency set up for multiple PCC’s
Travelport Confidential23
Single PayPal account
Single finance contact
PCC (1) Master Account
Agency User
Agency User
PCC (2) Master Account
Agency User
Agency User
PCC (3) Master Account
Agency User
Agency User
❶ 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
Agency set up for multiple PCC’s cont
Travelport Confidential24
❷ 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
Agency User
PayPal Account 2
PCC (2) Master Account
Agency User
Agency User
PayPal Account 3
PCC (3) Master Account
Agency User
Agency User
Agency set up for multiple PCC’s cont
Travelport Confidential25
❷+
It is possible to setup multiple PayPal accounts in the same or different currencies in order to accommodate a many to one relationship with PCC’s
• 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 (USD)
PCC (1) Master Account
Agency User
Agency User
PCC (2) Master Account
Agency User
Agency User
PayPal Account 2 (EUR)
PCC (3) Master Account
Agency User
Agency User
Agency set up for multiple PCC’s cont
Travelport Confidential26
❸ This combination will provide the following:-
• PCC level booking reports• PCC level user setup control• PCC level commission reporting
• Finance contacts will receive commission statements for each of their assigned PCC’s.
• Commission payments received into individual PayPal accounts
Finance contact 1
PayPal Account 1
PCC (1) Master Account
Agency User
Agency User
Finance Contact 2
PayPal Account 2
PCC (2) Master Account
Agency User
Agency User
PayPal Account 3
PCC (3) Master Account
Agency User
Agency User
GDS Integration – standard functionality
GDS integration is available for Travelport customers who use Galileo, Apollo or
Worldspan.
GDS GDS Content Aggregator Content
Apollo Creates active PNR Creates passive segment
Galileo Creates active PNR Creates passive segment
Worldspan Creates active PNR Creates passive segment
Travelport Confidential28
New segments are created in the GDS which allows for the continued integration
into agency back office systems. Segments can be reviewed in the GDS and
additional details added as required.
GDS Integration
There are configuration options in the Travelport GDS’s which are used by some
agents which will prevent this integration taking place:-
• Galileo/Apollo – Mandatory Custom Check
• Worldspan – World File Edit
Travelport Confidential29
Mandatory Custom Check in Galileo & Apollo will prevent segments being
automatically created in the GDS and Travelport Rooms and More™ being
unable to create these will produce an error message to the user. (Bookings will
still be made with the Aggregator)
Agencies need to determine how best to deal with this restriction and options are
available on the next page.
NB: Optional Custom Check is not affected and integration will take place.NB: Worldspan File Edit is not affected and integration will take place
GDS Integration
Travelport Confidential30
Option Rooms and More Configuration
Result
Turn offConsider if Mandatory Custom Check is still relevant for your agency or could be set as optional or Hotel checks removed.
GDS Option = Galileo, Apollo or Worldspan
Standard GDS integration
New PCCA new PCC, without Mandatory Custom Check configuration. For use only within Travelport Rooms and More™
GDS Option = Galileo, Apollo or Worldspan
GDS integration
Travelport Rooms and More™ without GDS integrationBook aggregator content and manually create Passive segments in the GDS.
GDS Option = I am not a GDS Client
GDS Content – Shopping will be available. Booking will need to be done in the GDS.Aggregator Content – Booking with Aggregator completed in Travelport Rooms and More™ and Passive created manually in GDS
Making a User inactive
The Master account holder will need to from time to time set an account as
inactive for an agent who leaves the agency.
As Travelport Rooms and More™ still requires booking information attached to
this user we advise that passwords are changed for these inactive accounts.
The process is as follows:-
On the home page select the
‘I lost my password/login option’
Travelport Confidential32
Making a User inactive
Complete the login (if known) or
e-mail address of the user.
As the e-mail address is that of the user you are making inactive, it is assumed that you have access to their e-mail account (either by auto forwarding or via the e-mail administrator)
Travelport Confidential33