In this article, you’ll learn how to create and manage Company and Booking agents profiles in your Zenchef account.
Summary
Creating Company records in your customer database
Creating Booking agents records in your customer database
Adding Companies and Booking Agents from the ZenchefOS mobile App
Common cases & FAQs
Support & Related articles
What you need to know
Creating a Company or Booking agents profile in Zenchef allows you to easily identify clients who are booking on behalf of a specific business or through a referrer. This helps you organize your B2B relationships and track all bookings linked to these profiles.
1. Creating Company records in your customer database
Go to your Zenchef account and select Connect > Contacts > Companies from the sidebar. The “Companies” tab is in the top-right corner.
Click on +New to add a company.
Fill in the contact details: company name, phone number, adress.
Don't forget to Save.
In your manual reservation form settings, make sure the Company field is enabled, located in the Guests section.
You will then be able to link a company to each reservation and easily identify the clients associated with it.
2. Creating Booking Agents records in your customer database
Go to your Zenchef account > Connect > Contacts > Booking Agents
Click on "+New" to add a booking agents.
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Enter the information you have on the referrer. For example:
Referrer name: Hotel de la Gare
Contact name: Concierge
Commission amount per booking
Phone number, email, etc.
Click Create to save.
In your manual reservation form settings, make sure the booking agents field is enabled, located in the Guests section.
You will then be able to associate a booking agent with each reservation and easily track the clients they send to you.
Important to know:
Once the booking agent profile is created, you will have access to a direct booking link that you can share with them.
This is a personalized version of your reservation widget, tailored to the booking agent
They can use it to book directly for their clients, and it allows you to track all customers they refer.
Who receives booking notifications, the booking agent or the final client?
If you’ve linked a booking agent to the reservation and also entered the final client’s email, the final client will receive the booking notifications (confirmation, reminder, etc.).
If you haven’t entered the final client’s email, the booking agent will be the one receiving all notifications.
3. Adding Companies and Booking Agents from the ZenchefOS mobile App
You can also create and manage your Companies and Booking Agents from the ZenchefOS mobile app, following the same process as in the web version. Simply go to the dropdown menu and select Guest File. From there, you'll have the option to add or edit both Companies and Booking Agents.
4. Common cases & FAQs
Common cases
Can a client be linked to both a company and a booking agent?
Yes, absolutely. These are two distinct fields that can be filled independently.
FAQs
Can I see how many clients a booking agent has sent me?
Yes, this information is available directly by clicking on the booking agent’s profile.Why link a client to a company?
This helps you track the history of B2B reservations, measure their business impact, and tailor your client relationships accordingly.
5. Support & Related articles
For additional help, feel free to contact Zenchef support via the chatbot in your customer space or visit our Help Center.