đ Required Role Permissions: Portals
đ Optional Role Permissions: Save Searches, See Bulk Action, Data Export, Generate Reports
The Reseller portal allows agents to sell and manage bookings.
You can set up multiple portals for different resellers, all while retaining oversight over your and your collaborators' activities.
đ NOTE
If you plan to host your sales portal on a custom domain, please read our article on How to Point Your Ventrata Sales or Reseller Portal to a Custom Domain before you continue.
Prerequisites:
You have a web checkout created in the Dashboard.
You have a gateway created that you want to use with the Reseller portal.
Implement Reseller Portal
Create the new reseller portal in the Ventrata Dashboard.
Create the new reseller portal in the Ventrata Dashboard.
Go to Web Checkouts > Checkouts.
Checkouts
Open the Checkout you created for the Reseller portal.
Click the Website Editor button next to the checkout you want to use for the reseller portal.
Website Editor
Sign in to the Website Editor with your Ventrata account.
Go to Settings.
Settings
Continue to Reseller Portal.
Reseller Portal
Turn on the 'Reseller Portal Mode'.
Turn on Reseller Portal Mode
Press the Save button.
Save
Go to the Ventrata Dashboard.
Click the Sales Portals button.
Click the Reseller Portal.
Reseller Portal
Share the link with your resellers.
đ TIP
To sign in, you need to create your test agent.
Sign in to the Reseller Portal
Agents can log in to administer the bookings.
Agents can log in to administer the bookings.
Go to the link your supplier contact sent you.
Sign in with the email and password you've set up.
Sign in
Reseller Portal Overview
Overview
Overview
Reseller Portal Elements
# | Reseller Portal Elements | Description |
1. | Language options | Allows you to choose a language. |
2. | Currency options | Allows you to choose a currency. |
3. | User icon | Press to sign out of the portal. |
4. | Products | Access the list of products. |
5. | Bookings | Access the list of bookings. |
6. | Agents | Access the list of agents. This list is accessible only to admins and agents who have permission to manage agent accounts. |
7. | Credit limit | The remaining credit limit available for purchases made using the 'Bill to my account' settlement method. |
8. | Search bar | Search for a specific product or booking. |
9. | Show columns | Choose what information you want to see in the table. |
10. | Export | Export the table. |
Products
Products overview
Products overview
View available products and create new bookings.
Product page
# | Elements | Description |
1. | Categories | List of product categories. |
2. | Search bar | Search for a specific product. |
3. | Products | Product listing. |
How to make a new booking
How to make a new booking
Embedded checkout
Embedded checkout
Product details
# | Elements | Descriptions |
1. | Product name | Name of the selected product. |
2. | Checkout | Choose units, durations, or other specific parameters, add a reference code, and press the Continue button to check out. |
3. | Duration | How long the tour takes. |
4. | Product overview | Product description and information. |
How to make a new booking
Choose the product option and unit you want to book.
Options/Units
(Optional) Choose to buy the product as a gift card.
Buy a gift card
Add reseller reference.
Reseller reference code
Select the tour date and time.
Select date and time
Press Continue.
Continue
Preview selected options.
Review selected product
Press the Continue button to proceed to checkout.
Fill in the customer information.
Name
Surname
Email
Mobile phone
County
Checkout
Finish the booking by selecting options.
Time left before the booking session expires.
You can edit or remove the selected options here.
Continue shopping for more products.
Enter a promo code or gift card.
Checkout
Select a payment method.
Payment methods
đ TIP
Set up which payment methods are available in Reseller settings.
When payment is successful, you can download the tickets or add them to Apple or Google Wallet.
Confirmation page
Pop-up checkout
Pop-up checkout
The pop-up checkout is used if the product is point-to-point.
Product details
# | Elements | Description |
1. | Product name | Name of the selected product. |
2. | Buy tickets | Press Buy tickets to access the pop-up checkout. |
3. | Duration of the product | How long the tour takes. |
4. | Product overview | Product description and information. |
Click on the product you want to make a booking for.
Buy tickets
Select the stops you want to get on and off the tour.
Select stops
Press the Continue button.
Select units and choose product specifics.
Select the number and type of units.
Buy as a gift card.
Enter the reseller reference code.
Select the date and time of the tour.
Tickets
Press Continue.
Fill in the customer's information and edit the order.
The timer shows the time remaining to finish your booking.
Fill in the Contact details of the customer.
Agree to the terms and conditions.
Edit or remove items in the booking.
Continue shopping.
Enter promo/Gift card code.
Checkout
Press the Confirm Order button.
Select a payment method.
Payment Method
đ TIP
Set up which payment methods are available in Reseller settings.
Press Continue.
On the confirmation page, you can download tickets or add them to Apple or Google Wallet. Additional information may be displayed too.
Confirmation page
Bookings
Bookings Overview
Bookings Overview
Bookings Overview
# | Elements | Description |
1. | Search bar | Search for the booking using the guest's name or Reseller reference. |
2. | Column options | Choose what data will be displayed. |
3. | Export | Export in different formats. |
4. | Table header | See what data is displayed and filter through it. |
5. | Booking | Click the guest name to see their details. Click anywhere else on the booking to access all booking details. |
6. | Edit options | Access quick edit options:
|
Column options
See the customer details by clicking their name.
See customer details
Manage Bookings
Manage Bookings
Booking details
# | Elements | Description |
1. | Guest details | See the name and contact details. |
2. | Concierge details | Order number, agent name, and timestamp. |
3. | Booking management | See allowed options:
|
4. | Ticket and receipt actions | See allowed options:
|
5. | Public notes | Make notes to the booking. |
6. | Activity history | See all updates and activities of the booking. |
7. | Product name | Booked product name. |
8. | Booking reference | Unique booking identifier. |
9. | Travel date | Date when the tour takes place. |
10. | Tickets | See what tickets are booked. |
11. | Included bookings | See what is included in the booking. |
12. | Invoice | Payment details. |
Agents
Agent Overview
Agent Overview
Agent Overview
# | Elements | Description |
1. | Search bar | Search for the agents using their name or email. |
2. | + Add new agent | Create a new agent. |
3. | Table header | See what data is displayed and filter through the list. |
4. | Agent profile | Click to see more details of the agent. |
5. | Edit agent | Access quick edit options:
|
Add New Agent
Add New Agent
Add new agent
# | Elements | Description |
1. | Name | Name of your agent. |
2. | Status | Preset as active. Unclick to deactivate. |
3. | Title | Title of your agent. |
4. | PIN | PIN for access. |
5. | Tag | Tag to group your agent. |
6. | Agent's email. | |
7. | Email setup | Set up if notification or welcome emails are sent. |
8. | Password | Set up a password for the agent. |
9. | Password confirmation | Confirm the password once more. |
10. | Admin permision | Select to set up admin rights. |
11. | Permissions | Choose what permissions the agent has. |
12. | Create agent | Press to create a new agent. |
Booking Management
New Payment
New Payment
The New Payment button appears in the booking details when a balance is due.
Press the New Payment button.
Check the customer's contact details.
Press the Pay Now button.
Pay Now
Choose a payment method.
Payment Methods
Finish payment.
Reschedule
Reschedule
The Reschedule button appears on booking details if changes to the travel time are allowed.
Reschedule
Press the Reschedule button.
Press the option you want to reschedule.
Select Booking
Choose a new date and time for the booking.
Select date and time
Press the Save button.
Save
Press Confirm to finish rescheduling.
Confirm
Cancel
Cancel
Press Cancel if you need to cancel the booking.
Cancel the Booking
Press the Cancel button.
Fill in the reason and notes.
Cancel Booking
See the confirmation on top of the Booking page.
Cancellation confirmation
Ticket and receipt actions
Print Documents
Print Documents
Use the Print Documents button to get copies of the receipt, invoice, or voucher.
Print Documents
Press the Print Documents button.
Choose what documents you want to print.
Print Documents
If you choose receipt or voucher, additional options are displayed, such as printing each receipt for each ticket, the entire booking, or the entire order. If you choose to print a voucher, you can select to print each ticket separately, or the entire booking.
Print Documents
Continue to select the device you want to use to print the documents.
Email Receipt
Email Receipt
Press Email Receipt if you need to resend the receipt to the customer.
Email Receipt
Press the Email Receipt button.
See the confirmation that appears on the Booking details page.
Email Receipt Sent
Resend Confirmation
Resend Confirmation
Press Resend Confirmation if you need to resend the confirmation to the customer.
Resend Confirmation
Press Resend Confirmation.
Confirm resending the confirmation by pressing the Resend button or Cancel to go back to the Booking details page.
Resend Confirmation
See the confirmation on the Booking details page.
Confirmation sent