Inviting agents is a simple task in Delta PMS. Please follow this guide if you want to invite agents to Delta PMS.
Step 1: Navigate to Sales Channel - Agents
Log in to your Delta PMS account.
Once logged in, go to the sidebar on your left screen.
Click the Sales Channel menu on the sidebar to show the submenu Agents
Select Agents submenu on the sidebar.
Step 2: Invite New Agent
On the Agents page, you can click on the Invite New Agent button on the top right of the page.
On the Invite New Agent page, you need to fill in the agent email and fee for that agent with the details below:
Agent email: This email address will be used as the username when the agent login to the Delta PMS agent portal page.
Fee: Commission fee percentage for that agent. This will be used as the calculation factor when there’s booking from that agent.
After you fill in the important information, click on the Invite Agent button to send an invitation email to the agent. Please note that the email address format you enter must be correct.
You need to wait for the agent to receive an invitation email from the system and login into the Delta PMS agent portal page, which will register them automatically into our system.
Here’s the URL for Delta PMS agent portal.
Step 3: Ensure the Agent is Successfully Invited
On the Agents page, you can check on the status of the agent.
If the status is active, then the agent already have the account for Delta PMS Agent.
If the status is invited, then the invitation email is already sent to that agent’s email address but they haven’t created an account for Delta PMS Agent.
If you want to notify the agent whose status is invited, you can click on the See Details button from that agent row, then click on the Notify Agent button.
If you want to cancel the invitation to the agent whose status is invited, you can click on the See Details button from that agent row, then click on the Cancel Invitation button.