When you have a great relationship with a travel agent or a regular corporate client, you probably offer them a special STO (Standard Tour Operator) rate. You shouldn't have to manually calculate and change their rates every time they make a new booking!
By linking their specific rate sheet directly to their client profile, the system will automatically apply their special rates to any future manual bookings you create for them.
Here is exactly how to do it:
A quick tip before you start: You will need to make sure you have already created your STO rate sheet in the system before you can link it to a client! If you haven't done that yet, you can search for our quick guide on 'How to create an STO rate sheet' first.
Step 1: Search for your client
Simply click on 'Clients' at the top of your screen and select 'Client Search' from the drop-down menu.
Type in the client's information, and the matching results will neatly appear right below.
Step 2: Open their profile
Once you spot the right client, click on their name to open up their 'Edit Client' page.
Step 3: Link the rate sheet
Click on the 'Additional' tab. Look for the field named 'Rate Sheet In Use'.
Click on it, and simply select the correct rate sheet from your drop-down list and accept the confirmation pop-up.
Step 4: Save your changes
Click 'Save' to lock everything in. You will pop back to the Client Search page, which you can now close. From now on, whenever you manually capture a booking for this specific client, your system will automatically pull through their correct STO rates!
