Client Management & Payments

Name	Contact	Destination / Trip	Notes	Source	Status / Advisor	Received	Action
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Clients pick a preferred advisor at signup or from their dashboard. The advisor has 24h to respond, after that (or if declined) you can reassign here.

After a booking is confirmed, the client gets an automatic insurance offer by email. A "yes" is passed to a licensed seller only. A "no" is recorded. No answer after three reminders is recorded as "offered, no reply".

Tick "Can sell" only after you have seen the licence, or the travel insurance exam result (ACTA) of a person who sells under ETA Compass's own agency licence. For an exam result, enter the result's valid-until date as the expiry (one year) and check that the 2 hours of yearly training are done. A tick needs a licence number and a future expiry date. The document is kept here. Reminders go out 5 times (90, 60, 30, 14 and 7 days before expiry), and on the day after expiry the person can no longer be given requests. Clients who say yes go to their own advisor if that advisor is licensed, otherwise to the default seller.

All Payments

Advisor Commissions

Client Rewards

Travel credit for a client's next trip. It is never cash and cannot be transferred. All numbers below are yours to change. A change applies to credits made after you save.

1. Trip Reward (for the NEXT trip)

The seller chooses 0 to 5% of the commission and the company adds the same amount (up to 10% in total). The credit is made only after the accountant enters the commission received from the supplier and you approve it.

Trip Reward is ON

2. First-trip credit

When a client's FIRST trip is paid, the supplier commission is received and you approve it, this credit is added for their NEXT trip. Nothing is given at sign-up, so a cancelled trip costs nothing. If the trip cost less than the minimum below, or this is switched off, the trip earns the normal Trip Reward instead.

First-trip credit is ON

3. Friend referral (a client introduces a friend)

The introducer must have a client account. They earn travel credit (never cash) only after the friend's trip is paid and you approve the commission. The friend must be a new client. The introducer does not sell, quote or book anything.

4. Monthly reminder e-mail

Once a month to a client who holds credit, with the end date, a promotion and a travel tip. This is marketing e-mail: it goes out only when marketing e-mail is switched ON (), only to people the anti-spam law allows, with an unsubscribe link. A separate plain notice goes 60 days before a credit ends, whatever this switch says.

Monthly reminder is ON Promotion text in the reminder (blank = standard text) Save

Trips approved before this feature existed

Shows what each already-approved trip would earn its client now (the first trip of a client: the first-trip credit; later trips: the Trip Reward chosen on the sale). Nothing changes until you press "Make these credits". Each client gets an e-mail. Pressing it twice does no harm.

Show me Make these credits

Deleted Clients (Recoverable)