What is the Agent Portal?
The Agent Portal is a web application used primarily by organisations that book on behalf of their customers and/or manage bookings across multiple users.
The Agent Portal is also available to all Demand Partners for customer support purposes, with detailed trip analysis options available.
![Agent Portal screenshot.png 555](https://files.readme.io/4419c08-Agent_Portal_screenshot.png)
Accessing the Agent Portal
Users configured on the Karhoo platform can access the Agent Portal in the following environments:
Production environment
Sandbox environment
Agent Portal capabilities
- Change user password
- Books trips on behalf of someone
- Monitor in progress trips
- Review details of booked trips
- See notifications for booked trips
- See a history of booked trips
- Browse and export historical trip data
How to use the Agent Portal
Go to website
![Screenshot 2020-01-28 at 17.03.09.png 1118](https://files.readme.io/208bb23-Screenshot_2020-01-28_at_17.03.09.png)
Go to the Url as stated above. Enter a username and password (needs to be provided by Karhoo)
Navigate to 'Book a Trip'
![Screenshot 2020-01-28 at 17.09.06.png 902](https://files.readme.io/08990b7-Screenshot_2020-01-28_at_17.09.06.png)
Click on the burger menu on the top right corner to make a first booking.
Enter address
![Screenshot 2020-01-28 at 17.09.39.png 1800](https://files.readme.io/f8ba72b-Screenshot_2020-01-28_at_17.09.39.png)
select address, e.g. from WeWork at Paddington to Marylebone station
Select Quote
![Screenshot 2020-01-28 at 17.10.05.png 1752](https://files.readme.io/1a308b7-Screenshot_2020-01-28_at_17.10.05.png)
Select a quote. All Fleets are 'robot' fleets and you will not be charged.
Enter Booking Details
![Screenshot 2020-01-28 at 17.10.55.png 1768](https://files.readme.io/a655af1-Screenshot_2020-01-28_at_17.10.55.png)
Add the contact details of the 'Passenger'. An email will be sent to the email address and the phone number will receive an SMS.
Confirm Booking
![Screenshot 2020-01-28 at 17.11.33.png 1772](https://files.readme.io/976b1bc-Screenshot_2020-01-28_at_17.11.33.png)
Confirm Details and 'Complete Booking' (all fake/robot fleets, nothing will be charged).
Track Booking
![Screenshot 2020-01-28 at 17.12.31.png 898](https://files.readme.io/45e5c62-Screenshot_2020-01-28_at_17.12.31.png)
You can track the booking.
Cancel or rebook trip
![Screenshot 2020-01-28 at 17.12.02.png 444](https://files.readme.io/e0e9485-Screenshot_2020-01-28_at_17.12.02.png)
Cancel the booking or Rebook trip with same destination and booking details
Trip List
![Screenshot 2020-01-28 at 17.20.30.png 2840](https://files.readme.io/52aee54-Screenshot_2020-01-28_at_17.20.30.png)
Select from trip history and/or search for specific trips
Updated over 4 years ago