In Spoonbill PMS, a partner refers to a travel agency or any other business entity you collaborate with. This tutorial will walk you through the process of adding a new partner to the system. By the end, the partner will be registered in the PMS, allowing you to proceed with contract creation and other necessary setups.
- Click on the Partners icon.
- Click on Partners again (below).
- You will be redirected to the the list that displays the Partners (if this is you first time creating a partner the list will be empty). You must click on Add New to continue.
- In this form you have to enter information about the Partner, the fields that have a red symbol are necessary fields, meaning the information that they require is necessary to creating a Partner. Make sure to scroll down so you do not miss any fields. After entering the information click on Create.
- The Partner you just created will appear in the list, you can click on Details to acess the Partner Details.
- Here you can add a new Contract, Contact, Partner Account and continue configuring the partner with other information so you are ready to start working together.
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