If you have boats in charter management you can assign boat owners to their boats and enable them to see their boats on Central Booking Manager (CBM) and generate owner share reports for such boats.
How to add Owner in Address book
Go to Work> Address book to enter the owner or you can select an existing one.
- Go to tab Misc
- Enter the password that the owner will use
- Click Apply
After that, add the Owner to the owners group. Go to Work> Address Book and find the owner
- Click on the Access Rights tab
- Click Add Group
- Select Owner group
- Press Choose
- Select Apply
Once you have entered the owner in the address book next you need to assign the owner to the boat.
How to assign the Owner to the Boat
To assign the Owner to the Boat, go to Work > Yachts
- Select the boat
- Find the field Owner
- Click on the icon to open the address book
- Select user window open
- Set the Groups filter to Owner
- Click to select the ownera
Press Choose
Now the owner is set and he can log in through Owner access link
https://www.booking-manager.com/cbm/servlet/cbm?serviceId=XXXX where XXXX stands for your Charter company ID
How to set the Owner profit share
- When the owner is visible
- Set the Owner profit share
- Choose whether he shares agency commission expense or not
- Press Apply to finish the setup.
Here's how to do it in the Web Application:
First, go to your Address Book (1) and enter the owner by clicking on the + icon (2) or choose an existing one (3). The next step is to go to the Misc (4) tab and enter a password (5) that the owner will use. Save your work.
After that, add the owner to the Owners group. Navigate to the Access Rights (1) tab and from the User Groups dropdown menu find the Owner group, select it and save.
Once you have entered the owner in the address book next you need to assign the owner to the boat.
How to assign the Owner to the Boat
To assign the Owner to the Boat, go to Settings (1) - yacht_settings (2), select the boat (3), find the Owner field and click the + icon (4) to add the owner to the boat. Also, if you need, you can add the Owner profit share (%) (5).
Now that the owner is set, he can log in through the Owner access link
https://www.booking-manager.com/cbm/servlet/cbm?serviceId=XXXX where XXXX stands for your Charter company ID.
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