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Stream Agent Training March 2014.

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Presentation on theme: "Stream Agent Training March 2014."— Presentation transcript:

1 Stream Agent Training March 2014

2 Stream > Getting Started
(Agency Administrators) Company Profile: Verify all the information is correct. Information will appear on the client s. Name Address Customer Support Phone Number page 2

3 Click to create Agents within your office.
Stream > Getting Started (Agency Administrators) Click to create Agents within your office. page 3

4 Stream > Getting Started
(Agency Administrators) We recommend creating agent ID’s appended with ‘ca’ to indicate to the agent that this is a login for CAD page 4

5 In the top-right corner of every page these icons can be found.
Stream > Getting Started In the top-right corner of every page these icons can be found. On each page there are FAQs specific to that page. You can access these, along with all of our FAQs, by clicking here. Contact Stream Support Access your profile page by clicking here. page 5

6 Stream> Making a Booking
Select Language Click to expand search options page 6

7 Additional filter options in right rail
Stream > Making a Booking Click to Enlarge Map Low Inventory Alert Base per night Additional filter options in right rail page 7

8 Stream> Making a Booking
Green ‘Great News’ bar means that booking is refundable Save, or Print your Quote Look for any Mandatory Fees not included in the prepaid rate Cancellation Policy-Note that this may vary depending on room type selected page 8

9 Additional Fees not included in Prepaid Rate
Stream > Traveler Info Additional Fees not included in Prepaid Rate Cancellation Policy page 9

10 Stream > Review & Purchase
Cancellation Policy & Additional Fees

11 Stream> Email Confirmation
Follow-up by the customer would be to your customer service number. 24/7 Support Number for day of arrival emergencies page 11

12 Stream > Making a Booking > Prior Reservations
Use this functionality to find reservations you booked or saved earlier – whether it is to review the details, re-price a saved itinerary or cancel the reservation. page 12

13 Stream > Making a Booking > Prior Reservations
Clicking-here allows you to review the reservation’s details, as well as cancel the booking. Clicking-here on a Saved Itinerary allows you to review the reservation’s details, re-price and confirm the booking. page 13

14 Stream > Cancelling a Booking > Prior Reservations
You can cancel the reservation by clicking on this button. You can print or the itinerary details to your client. page 14

15 Stream > Travel Agency Reports
Generate a report of your total sales or commission during a particular date range. page 15

16 Stream > Travel Agency Reports
Choose Booking From date range for a Sales Report or Trip Start From date range for a Commission Report. You can view the report on your screen or download a spreadsheet. page 16

17 Stream > ScheduledReports
Select Sales or Check-In Report Select Daily, Weekly, Monthly Enter your Address Click Add page 17

18 Stream > Scheduled Reports
All Scheduled Reports come in a password protected zip file. Please consult the FAQ’s for the password and decrypting steps.

19 or email us at: Support@bookonstream.com
If you have additional questions, you can also consult our Frequently Asked Questions or us at: We’re excited to be working with you. – The Stream Team page 19


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