Can I set up the software so my staff need my approval before they give a customer a discount?
General QuestionsCan I set up the software so my staff need my approval before they give a customer a discount?
Can I set up the software so my staff need my approval before they give a customer a discount?
Yes, in most cases you can, because travel agency software is normally built around user roles and permissions rather than giving every login the same powers. You can usually create a staff login that searches, quotes and books as normal, but cannot reduce the selling price beyond a limit you decide. Anything past that limit then has to be released by you or another senior user before the booking is completed.
How strict the control can be depends on your plan and on how your account is set up at the start. Some setups allow a simple cap, where a staff member can only discount up to a level you choose and anything deeper is simply blocked. Others allow a proper approval step, where the request waits in a queue until someone with the right rights accepts or declines it. The approval route needs more configuration, so it is worth telling us early if that is the way you want to work.
There is one honest limit worth mentioning. These controls only cover what your team does inside the system. If a member of staff promises something to a customer over the phone or on a chat app and records a different figure afterwards, the software has no way of knowing about that conversation. What it can do is keep a record of which user changed what and when, so you can always look back and see who applied a discount to a booking.
It helps to write down what level of discount you are happy for each role to handle on its own, then share that with us so your permissions and any approval step can be matched to it before your team starts selling.
Ready to get started?
Trusted by travel agencies worldwide, helping teams launch faster and grow bookings with stable pricing, payments, and automated vouchers.