Steps To Process Travel Agent Reservation

Main 4 Steps to Process Travel Agent Reservation

Table of Contents: 

  1. Step 1: Check the time of arrival and time of departure
  2. Step 2: Check the Booked Type of room and dates
  3. Step 3: Check The Tariff or Rate applicable
  4. Step 4: Check the Booking policy and Cancellation charges
  5. Checklist for processing Travel Agent bookings

In this age of technology there are many ways for the travel agents to make hotel reservations; 1) Direct with the hotel: through the reservation department or the central reservation office. 2) From the Hotels website by using special login or promotional codes. 3) Hotel's representatives or Sales Managers.

When the reservations agents process these reservations they have to be very clear with the requests and the information passed to the guest by the travel agent. Below important points need to be checked thoroughly and any special requests or details which are missing need to be promptly updated to the reservation record.

Step 1: Check the time of arrival and time of departure

Even though it looks like a small point but this is a very important aspect of the booking. The guests may need a room any time 24 hours a day. If the booked reservation by the travel agent is expected to arrive at, say, 3.00 am in the early hours of the morning the room would have to be booked for the preceding night.

The same applies for late departure as well, because maybe the booked travel agent already confirmed a late departure to the guest but the same details may be not updated to the booking details. Such cases can lead to guest dissatisfaction and complaints.

The reservations agents need to establish what time the client may check-in to the hotel and if they need a 24-hour check-in. Also, to note is unless the accommodation has been secured by paying a deposit (a credit card or bank transfer or guaranteed voucher by the travel agent) the accommodation will be released by 6.00 pm and re-sold to other guests. 

Step 2: Check the Booked Type of room and dates

For Travel Agent bookings and OTA bookings, it is important to double-check the Room type because normally the room type name in the hotel might be different to what is published on the OTA. For example, a room type called Garden Alcove in the hotel might be called a Superior Room in the booking channels. So double-check to make sure that the booked room is matched with what is blocked for the guest/travel agent.

Also, these are other examples of why checking the booked room type is accurate or not; we need to be sure we are reserving the correct type of room required. How many bedrooms when reserving a suite? Room with a balcony or patio? Is a bath required by a client who will not accept a shower? Are we trying to squeeze four guests into a room that will accommodate only three? Is a view important to our clients? Must the room be located on a lower floor because the guest is nervous about heights, or disabled? There are hundreds of other special requests that need attention rooms for non-smokers etc.

For the booking dates, even though nowadays all online bookings are integrated automatically from the web to the hotel software or PMS. It is always recommended to double-check the dates as per the booking notes there could be a technical glitch that might have affected the dates of the booking when the same got imported to the PMS.

Also, if the booking request had come through email or fax just ensure that the date and months are not the other way around maybe the hotel regional way of writing dates would be DD/MM/YYYY but at the travel agents region, the dates may be written as MM/DD/YYY. To avoid this kind of confusion the clear way of stating the dates required is to say ‘26th June for 3 nights, or ‘Check-in on 23rd May 2021 and check-out on 25th May 2021’, leaving no confusion or guessing works.

Step 3: Check The Tariff or Rate applicable

Booking agents should always double-check the rate which was booked (as per voucher or correspondence) with the rate applied to the reservation record in the PMS. There are a lot of ways the rate might have wrongly picked up when the booking was imported or manually entered.

Also, the included meal packages and inclusions need to cross-check and correctly applied to the reservation. Eg: AP, MAP, Airport pickup, Site seeing etc.

Last but not least select the applicable TAC for the booking to ensure the correct commission will be paid out to the travel agent. Also, don't forget to select the hide 'rate on registration card' function on the PMS for all Travel Agent bookings.

Step 4: Check the Booking policy and Cancellation charges

When you are sending the confirmation letter to the travel agent, make sure to apply the applicable booking policy and cancellation policy.

We need to advise our client about cancellation charges at the time of making the booking. Additionally, check if the confirmation voucher been made out correctly and, if a long itinerary is involved, has a separate voucher been issued for each hotel etc.


Checklist for processing Travel Agent bookings:

Going through a checklist will help to avoid the silly mistakes that can easily happen when processing bookings. Here the main points to note when making a hotel travel agent reservation:

  • Check the guest name, address, email, mobile and contact number.

  • Check tariff is the rate quoted per room or per person.

  • What does the tariff include like, tax, meal plans, service charge etc.?

  • Are there any supplements for a view, balcony, facilities etc.?

  • Are there any cancellation charges or policy to the mentioned?

  • Are the booking dates correct?

  • What meal basis is included AP, MAP, CP, EP etc.

  • Have there been any changes in the itinerary? If so, have we changed the hotel reservation?

  • When and how much commission is to be paid to the travel agent (select correct TAC to the booking)?

  • Enter the correct billing instructions for the reservation.

  • Enter the correct billing routing instructions to the reservations.

  • Ensure the attach all the reservation correspondences like vouchers etc to the booking.

  • Add traces with instructions for applicable departments.

  • Very and send the confirmation letter to the Travel Agent / Booker.

  • If it is a multi-hotel itinerary then ensure to generate a separate confirmation letter for each hotel stay.