Learning Objectives

At the end of this lesson you will know …. 

1. Where you can track agency specific information on your accounts

2. Where to track agency commissions 

Tracking Agency Specific Information 

As you work with accounts in Thynk you already know that accounts can be set up as a ‘company’ or as an ‘agency’.

Agencies are companies that typically book on other people’s or company’s behalf, and it’s important to track them as agencies.  Furthermore, there are many different types of agencies, e.g. retail agencies, wholesale agencies, OTAs etc.  

To track agency specific information on an account, follow these steps: 

1. Find the agency you wish to edit, and open it.

2. On the Account page, click on the pencil icon or the Edit button.

3. Now, click into the Type field and select Agency from the drop down list.

4. 👉 Note that, when you select Agency as account Type, the list in the field SubType is different than if you had selected ‘Company’. In this case, because you have selected ‘Agency’ as account ‘type’, you will see agency specific ‘Subtypes’ such as DMC, OTA, retail agency, wholesaler, etc.

5. If you don’t see what you are looking for in the ‘subtype’ field, please contact your director or your Thynk admin, as they have the system permission to edit this list. Please make sure that you select the correct Account Type because once you have attached bookings to this account, you will not be able to change the account type. You'll need to then contact your Thynk Admin for changes. 

6. Scroll down to the Commissions section and you will see several fields related to commissions. This section is not mandatory but if you do know the agency’s commission structure, enter in the agency’s commission percentages in the relevant field. If you enter the commissions here, and if your system is configured this way, commissions can be pulled into bookings, and documents. And click on Save.
   

Best Practices for Tracking Agency Information on an Account

• In Thynk, the Account ‘Subtype’ field can be dependent on the Account ‘type’. If you wish to edit the drop down list of agency subtypes, please contact your admin, or director, as they have the permissions to make changes.

• Please make sure that you select the correct Account Type because once you have attached bookings to this account, you will not be able to change the account type. You'll need to then contact your Thynk Admin for changes.

• If you know what commissions the agency charges, you should enter them here. You can then have this commission pull into documents and reports.
  

Resources

1. How to find agencies a company uses - Knowledge Base article