Guide

Set up agents and corporate accounts

For the business that hires from you every month and the agent who books on behalf of others. Their bookings belong together rather than scattered among individuals.

3 min read

This guide answers

  • How do I set up a corporate account?
  • How do I handle a booking agent?
  • Can I group a company's bookings?

Revenue → Agents & companies.

For the organisations that book with you repeatedly — a construction firm hiring utes every month, a travel agent booking on behalf of clients.

Recording them as a company keeps their bookings together rather than scattered across individual customer records, so you can see what the relationship is actually worth.

Worth doing when

You find yourself recognising a name, or being asked for a single invoice covering several hires. Until then an ordinary customer record is enough.

  • Find and manage your customers One record per person, with every hire they have had. Matched on email, which is why the email on a booking matters more than it looks.

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