An agency workspace separates team activity from personal activity and provides role-based access to bookings, guests, and rewards.
Agency overview
Owners and Admins may see:
- Total agency bookings.
- Total booking value.
- Commission or reward balance.
- Recent bookings.
- Recent commission activity.
- Agency membership tier and progress.
Members may see their own booking activity and agency tier information.
Agency bookings
Open Orders while the agency workspace is active.
- Owners and Admins can normally view all agency bookings.
- Members normally see only bookings they created.
- Owners and Admins may cancel another member's eligible booking.
- Members cannot normally cancel another member's booking.
The agency order table may not show personal commission details to all users.
Agency frequent guests
The agency frequent guest list is shared.
All members may be able to view shared guests. The creator of a guest record normally controls editing and deletion of that record.
Before adding a client to the shared list, follow agency privacy and consent procedures.
Agency commission ledger
Owners and Admins may access a shared ledger showing items such as:
- Reward-point balance.
- Confirmed commission.
- Pending commission.
- Order number.
- Confirmation number.
- Reward status.
- Activity date.
The ledger may be read-only. Withdrawal responsibility is normally handled by the agency Owner under the program's payout structure.
Agency membership tiers
Agency tiers and reward rates are separate from individual tiers. Activity in the personal workspace does not automatically count as agency activity, and agency activity does not automatically count as personal activity.
Booking under the wrong workspace
If a reservation was created in the wrong workspace, do not assume it can be reassigned. Review whether the booking can be cancelled without penalty and rebooked correctly. Contact support before taking action when cancellation fees or availability are a concern.