Your starting point for a quick view of your business activity inside My CR Concierge.

• Review assigned clients, trips, bookings, and commission activity.
• Use the dashboard to see what may need your attention before opening the detailed tabs.
• Return here whenever you want a high-level snapshot of your Agent account.

Keep the information My CR Concierge uses to identify your Agent account and prepare commission payouts.

• Review and maintain your personal and agency/business information.
• Keep referral and contact details current so your sales remain correctly attributed.
• Complete the payout information requested by the platform so eligible commissions can be processed.
• Update payout details whenever your receiving information changes.

Create and manage the travelers who belong to your Agent account.

• Add a new client before building a trip or making a booking for that traveler.
• Keep names, contact information, and traveler details accurate.
• Open an existing client when you need to continue planning or booking for them.
• Trips and eligible bookings created for your clients remain attributed to your Agent account.

Use My Trips for full itinerary planning when the client needs more than a single product.

• Create or continue a client itinerary and organize the trip day by day.
• Add travel dates, destinations, activities, transportation, lodging, services, and planning notes where available.
• Share the itinerary with the client so they can review it and propose additions, removals, or changes.
• Client requests remain proposals until they are reviewed for timing, geography, availability, and operational feasibility.
• Move approved planning into the booking stage only when the itinerary is ready.

Follow the reservations you have submitted for your clients.

• Review the customer selling value and current booking status.
• Track supplier confirmation and any operational updates connected to the reservation.
• Use the booking record as the reference point when discussing a confirmed or pending service with My CR Concierge.
• Check this tab before assuming that a requested itinerary item has become a confirmed reservation.

Use Quick Book when the client needs one activity/product and a full itinerary is unnecessary.

• Select an existing client or create the client first.
• Choose the date, time, and available product.
• Review the details before submitting the booking.
• Agent attribution and eligible commission remain attached automatically.
• If the client already has a trip, attach the booking to the appropriate trip/day when that option is available.

Browse active supplier products that My CR Concierge has approved for Agent sales.

• Search the catalog for the right product, destination, or service category.
• Review the customer-facing selling price and product details available to you.
• Supplier net cost and My CR Concierge platform margin remain private.
• Use the catalog to select products for client bookings while preserving your Agent attribution.

Review the commission generated by eligible Agent bookings.

• See your commission value separately from supplier and platform financials.
• Follow the processing status for each eligible commission.
• Check when an earning becomes eligible for a payout cycle.
• Use booking references to reconcile a commission with the reservation that generated it.

Use Payout History to review commission batches that have already moved through the payout process.

• Review completed payout batches and associated payment references.
• Confirm which eligible commissions were included in a completed payout.
• Use this history together with My Commissions when reconciling your Agent earnings.
• If payout information is incomplete or incorrect, update My Profile and contact My CR Concierge before the next payout cycle.

This is your permanent learning and reference area inside the Agent Portal.

• Watch short training videos as they are added.
• Use this Portal User Manual for a tab-by-tab explanation of the platform.
• Review workflow guidance before handling an unfamiliar client situation.
• Access approved marketing and traveler-facing resources as they become available.

Your starting point for a quick view of supplier activity inside My CR Concierge.

• Review the most important account, booking, product, and payout information at a glance.
• Use the dashboard to identify items that may need attention before opening the detailed tabs.
• Return here whenever you need a high-level snapshot of your supplier account.

Manage reservations assigned to your supplier account for fulfillment.

• Review the service date, product, traveler information made available for fulfillment, and booking status.
• Confirm or decline requests promptly when an action is required.
• Use operational notes when My CR Concierge needs information about pickup, timing, capacity, or another service detail.
• Only supplier-relevant values are shown; agent commission and platform margin remain private.

Follow the supplier net amount connected to eligible fulfilled bookings.

• Review which booking values are pending, eligible, processing, or otherwise awaiting payout completion.
• Supplier payout values are based on the supplier net agreed for the product or service.
• Agent commission and My CR Concierge platform economics are not displayed in the supplier portal.
• Use this area to understand what is expected to move into an upcoming payout cycle.

Review supplier payouts that My CR Concierge has marked as completed.

• See completed payout batches and payment references when available.
• Use the reference information to reconcile a platform payout with your own records.
• Keep your receiving information current so future payouts can be processed correctly.

Create and maintain the products or services you want My CR Concierge to make available for sale.

• Add accurate titles, descriptions, destination/area, category, duration, inclusions, operating details, and traveler requirements.
• Enter your supplier net price; the platform controls the customer-facing retail calculation and internal margin.
• Upload the requested product media and keep availability information current where applicable.
• New or materially edited products remain subject to My CR Concierge review before they become sellable.
• Use clear operational information so agents and the planning desk can match the product to the right traveler and itinerary.

Check messages generated by product review and supplier operational workflows.

• Read product-review notes from the My CR Concierge team.
• Complete requested corrections or missing information before resubmitting when required.
• Use notifications as a work queue for items that need your attention inside the supplier portal.

Review the access boundaries used to protect customer, agent, supplier, and platform information.

• Your supplier account is limited to information needed to manage your products, fulfill assigned bookings, and follow your payouts.
• Customer itinerary ownership, agent commissions, and platform margin remain outside the supplier view.
• If a traveler already has a My CR Concierge itinerary, itinerary changes are handled through the planning desk rather than edited directly by the supplier.

Return here whenever you need a refresher on supplier workflows.

• Review the operating manual for each supplier portal tab.
• Watch the short training videos as they become available.
• Use the workflow checklist before handling an unfamiliar product or booking situation.