What happened to my old Booking Desk data?

Nothing, you will see all past bookings on your Booking Desk on your Xstream Agent Hub.

Only active UNPAID reservation data from the last 12 months is transferred to XCRM. This is to ensure you are paid on these reservations.

Booking information missing from my Active Reservation List

Please know the Active Reservation List on your CRM Dashboard ONLY lists active untraveled bookings. Once a booking has received commission or the client has traveled, the booking is removed from your Active Reservation List. You can view a list of all past bookings from your CRM. Click on "Reservation List," under Reports-> Client Reporting tab -or- you can click on the "Past Travel," button underneath your Active Reservation List. 

How to post a booking to your XstreamCRM

Check the Vendor List on your Xstream Agent Hub in order to make sure you are following directions and posting the correct confirmation/reservation number. If you're still unsure how to post your booking, reach out to the vendor! Ask them how they send commission and what they reference on their check/payment. The more information you can give us on the XstreamCRM, the easier it will be to locate your booking when the commission comes in so we can pay you.

  1. Log into your Xstream Agent Hub and click on “CRM,” from the Tools tab. You'll be redirected to your XstreamCRM.
  2. From your XstreamCRM Dashboard, click on the purple "Create New Booking," tab. If this is a new client, you can create a client profile here by entering in the client's name, phone number and email address. If not, choose which client this booking belongs to from the populated list.
  3. Next, enter in the trip details like travel dates, destination, supplier*, confirmation number, total reservation amount, expected commission amount**, and assign the booking to a group (if applicable) and click Save.
  4. Once the booking is created, you can add additional segments like tours, activities, insurance, etc., just click on "Add Segment," under the Reservations/Segments option under the booking.
*Please choose a supplier from the populated list. Please choose "Other" only if your hotel/supplier is not listed. This will affect how commissions are posted. 

**This is an estimation only. The commission amount posted will be what's received from the vendor directly. If you have any questions about your commission, please reach out to the vendor directly for a full commission breakdown.

View a how-to video here.


Why is it important that I post bookings to XCRM?

It's important you are posting the correct information to your XstreamCRM for your booking so you are paid correctly and on time. In the majority of cases the vendor does not provide us any information on a booking or the booking agent other than a confirmation number or travel date for the trip. This means if you have posted the booking incorrectly (whether the wrong number, the number is incorrect, or you haven't posted the booking at all) there's no way for us to determine which agent funds need to be paid to. 

If you have not received commission on a booking and it has been 60 days past the travel date, please submit a Travel Commission Research Form from your Xstream Agent Hub. The form provides us the information we need to research your commission and pay it to you. 

How to edit a confirmation number or booking information after a booking is already posted to XCRM

To edit a booking on your XstreamCRM:
1. Log into your XstreamCRM from your Xstream Agent Hub under the Tools tab.
2. Scroll down on your Dashboard to your XCRM Active Reservations desk and click on the reservation -or- locate the booking on the client's profile. 
3. Click the + on the left side of the booking to open the edit features on the booking.
4. Scroll down to +Build/Edit Itinerary, and then click the blue edit button. You will then be able to edit the Confirmation Number (or trip total, estimate comm amount, etc) and click save. 

Watch a how-to video here. 
 

How to add a passenger for an existing booking

    1. Log into your XCRM
    2. Locate the booking from your Active Reservation list on your Dashboard or in the booking search underneath it to open the booking. 
    3. Click on the + under Active to open all the booking options (if they don't already auto open).
    4. Click + Passengers and then the blue Add button to add an additional passenger. You can search for an existing client or add a new passenger. Select "No Contact Passenger," if the passenger is an infant or someone who you don't want to add as a client. 

    How to assign an existing reservation already posted to your CRM to a group:

    1. Log into your Xstream Agent Hub and click on “CRM,” from the Tools tab. You'll be redirected to your XstreamCRM. If you have not already created a group booking in your CRM, please do so now.
    2. Locate the existing reservation on your Active Reservation List on your Dashboard, or locate the booking under the client profile. 
    3. Click the blue edit tab next to the reservation 
    4. Under "Company/Group Association" select the proper group name.
    5. Click Save

    How do I Cancel a Trip in my CRM?

    There are two options depending if the entire trip is cancelled or if it is just one
    component. 

    1) Cancel the full trip, by going to the right of the + where you open the booking and click on the Cancel button there.
    2) If you need to cancel a specific component from the booking, open the booking, click + Build/Edit Itineraries, and click on the Cancel button to the right of the supplier/component. 

    How to reinstate a cancelled reservation

    Open the booking.  At the bottom of the Build/Edit Itinerary area you will see CANCELLED RESERVATIONS. If you click on that you can click on the UNCANCEL button and it will add it back into the Build/Edit Itineraries area. You can then go into the booking and make any changes/additions you need for the booking.

    How to delete a booking

    From a booking you can click the red Delete button to delete booking. Please be very careful when using this feature. Once an item is deleted, it's gone. You will never be able to retrieve the information for that booking one it's deleted. We do not recommend deleting past/traveled bookings. These are archived after travel. 

    If you need to cancel a booking, please use the yellow Cancel button next to the booking.


    How to Add Reservations/Segments to an existing booking

    If your booking includes additional components or add-ons for a vacation for your client, you can add them onto the original reservation without creating a completely separate booking. This helps you keep all the information for one vacation package together without having to create separate bookings on your Active Reservation List.

    For example, you've booked a Carnival cruise with transfers from the airport and pre and post hotel stays. These additional travel components can be added onto the original reservation so you can still be paid on them but keep everything together.

    Here's how to add Reservations/Segments to an existing booking: 

    1. From the Booking click on the + to open up the booking.
    2. Next click + Build/Edit Itinerary and then click Add Segment or Add Reservation. Add Segment is used for transfers included in the main booking price (For example, a flight included as part of a Funjet vacation package). Add Reservation is used when you would like to add an additional paid service to your booking like additional hotel stays, paid transfers, tours, excursions, etc., that have a different confirmation number and have an additional price associated to them. 
    3. Input all the booking information. Please be sure to select Yes under "Print Reservation on Itin?" You can then upload an image or search for one available. Please be sure you are using either approved marketing photos from the vendor -or- search for a photo in the image search field. This is for copyright reasons. Good news is most vendors have a large catalogue of photos you can use for marketing purposes on their vendor site. 
    4. Next add information about this segment/reservation. This information can usually be taken directly form the vendor's site to describe what this additional service is or entails.
    5. Add any additional information you have about this reservation/segment and then click Save.

    Support

    Additional training is located on your XstreamCRM under the Training Menu. You'll find step-by-step tutorials on how to record your bookings and manage your clients. 

    If you need additional support, please submit a support ticket directly from your XstreamCRM under the "CRM Support Tickets," tab. Please also request access to the XstreamCRM Facebook page here.