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Agency Knowledge Base

Step-by-Step Guides & Tutorials

Master every aspect of TravelOnClick with in-depth operational breakdowns, security best practices, and role-based workflows.

Featured In-Depth Guide
Step 1User Management & Security6 min read

Complete Guide to User Roles & Permissions

Understand how role-based access control (RBAC) safeguards your travel agency operations, isolates financial metrics, and ensures each team member has the exact permissions required for their daily workflow.

Last Updated: August 2026•By TravelOnClick Team
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1

User Management & Role Permissions

Learn how to configure administrator, manager, agent, and viewer roles to maintain agency security.

Step 16 min read

Complete Guide to User Roles & Permissions

Understand how role-based access control (RBAC) safeguards your travel agency operations, isolates financial metrics, and ensures each team member has the exact permissions required for their daily workflow.

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2

Getting Started & Agency Setup

Setting up your agency profile, multi-branch addresses, operating currency, and document prefixes.

More guides for Getting Started & Agency Setup are currently being authored.

3

Travel Bookings & Contracts

Creating customer itineraries, managing service line items, and tracking gross profit margins.

Step 15 min read

Generating Booking Vouchers

Learn how to build branded travel vouchers for flights, hotels, and complete Umrah/Hajj packages, ready to be sent to customers.

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4

Financials, Payments & Reporting

Handling customer receipts, supplier disbursements, receivables ledgers, and profit & loss statements.

Step 16 min read

Financials & Payment Tracking

Learn how to log customer payments, track supplier disbursements, and view real-time profit and loss statements.

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5

Public Agency Storefront

Publishing your agency page, services catalog, regional branch contacts, and inquiry capturing.

Step 17 min read

Setting Up Your Public Storefront & SEO

Your Public Storefront is your digital business card. Learn how to configure your public profile, write SEO-optimized descriptions, integrate Google Maps, and reach 100% profile completion.

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Step 24 min read

Capturing & Managing Inquiries

Learn how customer inquiries flow from your public storefront directly into your secure agency dashboard, and how your team can respond to, filter, and close them.

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Have questions about configuring your agency?

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