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      1. WorldVia Travel Network Help Center
      2. Member Success

      Update Agency Account Information

      When a member agency updates its contact or banking information, those changes must be made in several places, as indicated below.

      All member agency updates should be initiated by the Update Agency Account Information form.

      Note: If a member agency is updating their Individual Name AND they have sub-agents, you will also need to update the sub-agents name in the sub-agent profiles.


      TABLE OF CONTENTS

       

      Agency Company Name

      • FreshDesk
      • GDS: Worldspan / Sabre (if subscribed to GDS Add-on) 
        • Send to Air Team
      • HubSpot

       

      Individual Name

      • Trams Agent Profile
        • Note: If Lead Agent, update sub-agent names accordingly
        • Once updated, you will need to update the corporate profile and PRO with the new Trams Agent Name
      • Trams Corporate Profile
      • GDS: Worldspan / Sabre (if subscribed to GDS Add-on) 
        • Send to Air Team
      • Stripe

       

      Primary/Work Phone

      • Agent Air
      • Trams Agent Profile
      • Trams Corporate Profile

       

      Email Address

      • Trams Agent Profile
      • Trams Corporate Profile
      • AgentAir
      • GDS: Worldspan / Sabre (if subscribed to GDS Add-on)
        • Send to Air Team
      • Travelport Cruise & Tour
      • Stripe
      • HubSpot - this is triggered by PRO, but check to make sure
      • Freshdesk - this is triggered by PRO, but check to make sure
      • WorldVia PRO

       

      Mailing Address

      • FreshDesk
      • GDS: Worldspan / Sabre (if subscribed to GDS Add-on)
        • Send to Air Team
      • Stripe
      • HubSpot - this is triggered by PRO, but check to make sure

       

      Employer Identification Number (EIN)

      • Use EIN Change Solutions Article
      • FreshDesk - this is triggered by PRO, but check to make sure
      • HubSpot - this is triggered by PRO, but check to make sure
      • Attach New EIN letter to their Sharepoint folder

       

      Banking Information

      • Trams Agent Profile
        • If a Savings Account, add "SV" in front of the Agent NAME on the Bank screen
      • Save form submission in the Agent Document folder on the server

       

      Credit Card on File

      • Stripe
      • Save the Credit Card Authorization form in the Agent Document folder on the server

       

      Website Add-on Subscription (add/remove)

      • Trams Agent Profile
        • Update the Website group (add/remove)

       

      GDS Add-on Subscription (add/remove)

      • GDS: Worldspan / Sabre (if subscribed to GDS Add-on)
        • Send to Air Team