Agent Notification - Ready to Sell

Agent Notification - Ready to Sell


Overview

Once you've added an agent and configured their commissions and products, the next step is to notify the agent so they can access their account and start making bookings on your behalf.

This article explains what information to include in that notification and how to send it.

What to Include in Your Agent Notification

Your notification should give the agent everything they need to get started. At a minimum, include the following:

1. Account Access Instructions

Let the agent know how to log in to their dedicated Agent Portal. Since agent login credentials and self-service onboarding are not yet automated, you'll need to provide these details manually. Include:

  • The Agent Portal URL to claim and access their agent account
  • A link to the Nabooki Quick Start Guide for Agents
  • The default commission they will earn on sales
2. Business Information Setup (New Agents Only)

If the agent is new to Nabooki, prompt them to add their business information to their account. This helps ensure their profile is complete and ready for use. Let them know they can update their details from within the Agent Admin Portal (once this is available). In the meantime the agent should provide business information such as address, registration number, contact details and a logo to support@nabooki.com

3. Commission Overview

Give the agent a clear summary of their commission arrangement so they know what to expect. Include:

  • Their default commission rate (as configured in Agent Settings)
  • Any service-specific commission overrides that apply to them
  • A note that commission is automatically applied during checkout — no manual calculations or promo codes are needed
  • A reminder that commission amounts are visible in the Order Summary at the time of booking, and in the Orders Report.

4. Your Contact Details

Make it easy for the agent to reach you with questions. Include:

  • A contact name
  • Email address and/or phone number
  • Preferred hours or response time, if relevant

How to Send the Notification

Current process: There is no automated notification sent when an agent account is created. Once you've set up the agent and assigned their commissions and products, send the notification manually via email outside of Nabooki.

Note: Nabooki does not currently send any automated emails to agents upon account creation.

Coming soon: A future update will introduce a notification workflow directly within Nabooki. Merchants will be able to access a customisable notification via the ellipsis (⋯) menu on the Agents page and send it to the agent without leaving the platform.

Quick Checklist Before Sending

Before reaching out to your agent, confirm the following have been completed in Nabooki:

Agent account has been created and is visible in your Agents list
Default commission rate has been configured
Service-specific commission overrides have been applied (if applicable)
Relevant services and promotions have been activated for the agent
Pay by Invoice has been enabled or disabled as appropriate
You have the agent's correct email address on file

Need Help?

If you need assistance, contact our support team:
💬 Live Chat: Click the chat icon in the bottom-right corner of the screen.
📧 Email: support@nabooki.com