Agency Login-Free Booking Portal

Schoolworks can be configured with an additional booking portal specifically for agency bookings.

Your agency will have a special landing URL which tailors the booking process for the agency.

The URL will be typically <yourdomain>.ihlondon.force.com/site=agentportal

Please ask your systems administrator for the specific link for your schools agency portal.

Landing Page

The landing page can be configured with your schools colours and branding, and with either a simple or hierarchical drop down structure, to help guide your agency to the course(s) they need quickly.

Each step in the booking process can also be tailored to offer wider or cutdown number of products.

For example you can offer Agents Services (Products) or Product Types which are or are not available in your public portal.

Details Page

At the top of the details page is an Agency Details section.

Schoolworks will attempt to match the Agent Email address with a valid, active Agent Contact email address in Schoolworks.

If a valid match is found, Schoolworks will create an Estimate and link it to both the Agent and the Agent Contact. Schoolworks can be configured to automatically send a confirmation email to the Agency, including details of their commission/discount.

If a match is found with an inactive agent account or contact, the estimate will still be created however enrolment conversion will be disabled.

If a match is not found and Enquiry and Estimate will be created in Schoolworks.

Open

Estimate or Enrolment Creation

Schoolworks can be configured to either create an Estimate, which can be ‘approved’/converted by a Salesperson, or alternatively Schoolworks can create the Enrolment and optionally create an invoice automatically.

It is also possible to control Estimate to Enrolment conversion based on Service (Product).

A typical example would be to assign Accommodation Services with the ‘Disable Enrolment Conversion’ option to prevent the automatic creation of an Enrolment when Accommodation is requested - in effect so that Accommodation based online bookings need to be approved/converted, whilst Course only online enrolments can be automatically enrolled and invoiced.