Introduction
Welcome to the world of ORX Travel, where managing your travel portal is streamlined for utmost efficiency. This comprehensive guide delves into the key functionalities of the ORX Travel platform, offering in-depth insights into customizing and optimizing your online travel portal. Tailored for travel agents and managers, this guide is your go-to resource for enhancing your portal's performance and user experience.
Editing Company Information
Understanding the Dashboard
The ORX Travel platform's Dashboard is your command center. Here, you can update essential company details such as the name, URL, billing address, and contact information. Keeping this information current is vital for accurate communication and record-keeping. For a detailed tutorial, visit our Edit Company Information section.
Step-by-Step Guide to Updating Company Details
This segment offers a walkthrough on navigating to 'Dashboard > Manage Portal > Company Profile Settings' and efficiently modifying company information. Accurate records are crucial for stakeholder engagement and compliance.
Customizing Portal Vendors
Tailoring Your Portal's Vendor List
Adjusting your portal's vendor list to suit your business's unique needs is key. This function allows you to add or remove vendors like SABRE or Westjet, thereby customizing your offerings. For specific instructions, refer to Change Your Portal's Allowed Vendors.
Enhancing User Experience through Vendor Selection
Learn how choosing the right vendors can streamline your booking process, cater to your target audience, and elevate your portal's efficiency.
Managing Portal Privacy Settings
Toggling Between Public and Private Settings
Control the accessibility of your portal with these privacy settings. This feature is essential for managing who can view and interact with your portal. For a comprehensive guide, visit Toggle Between Public and Private within Your Portal Settings.
Securing Your Portal
Understand the importance of privacy settings in safeguarding client data and customizing user access.
Viewing Employee Booking Details
Accessing and Reviewing Employee Bookings
An essential feature for travel managers, this function allows for the monitoring and management of employee travel arrangements. Detailed steps can be found in View Employees' Booking Details.
Streamlining Travel Management
Discover how tracking employee bookings enhances efficiency in managing travel expenses and compliance with travel policies.
Editing Employee Information
Updating Employee Profiles
Regularly updating employee information ensures accurate management of travel arrangements and record-keeping. For more information, check out Edit Employee Information.
Importance of Accurate Employee Data
Learn why keeping employee information up-to-date is crucial for efficient travel management and communication.
Uploading and Inviting New Users
Expanding Your User Base
This section guides you through adding new users to the system and sending out invitations, a key step in growing your portal’s reach. For a step-by-step process, refer to How to Upload & Invite New Users.
Enhancing Collaboration and Accessibility
Understand how expanding your user base can lead to improved collaboration and a more comprehensive travel management system.
Conclusion
Mastering these functionalities of the ORX Travel portal empowers you to manage your travel offerings more effectively. From updating company and employee information to customizing portal settings and vendor lists, each aspect plays a crucial role in optimizing your travel management experience.
ORX Travel's Commitment
At ORX Travel, we are dedicated to providing you with tools and resources to manage your travel portal efficiently. Our intuitive platform is designed to cater to the dynamic needs of today's travel managers and agents.
Visit ORX Travel's Help Center for more detailed tutorials and insights into maximizing the potential of your travel portal.
