Agent Profiles & Sub-Branding

Your agent profile controls how you appear to clients and within your agency. It includes your credentials, contact info, and optional sub-agency branding.

Profile Fields

Your agent profile includes:

• Business Name — your DBA or sub-agency name (used on proposals when sub-branding is enabled)
• CLIA Number — your Cruise Lines International Association membership number
• IATA/IATAN Number — your International Air Transport Association accreditation number
• Host Agency ID — your ID under your host agency (solo advisors)
• CLIA Card — upload an image or PDF of your CLIA card
• Certifications & Designations — professional certifications like CTA, CTC, CTIE, DS, ASTA, and more (see below)
• Bio — a professional description shown in your profile
• Specialties — travel areas you focus on (Luxury, Cruise, Disney, Family, Honeymoon, etc.)
• Phone and Email — contact details
• Commission Split — your individual commission split percentage (if different from the workspace default)
• Email Signature — HTML signature appended to outgoing emails

Hiding Your Photo & Name on Proposals

If you'd rather not have your personal identity visible to people who haven't booked yet, you can hide it from your client-facing proposals. On your Profile page, under Photo & Identity, turn on Hide my photo & name on proposals.

With it on, every proposal you send shows your agency's branding instead of your photo, name, bio, and personal social links (Instagram and Facebook). Your email and phone still appear so clients can reach you, and the rest of the proposal is unchanged.

This is a per-advisor setting, so in a multi-agent agency each person controls their own visibility. It's useful if you work from home or simply prefer that a lead can't search for you on social media before they become a client.

The setting applies to all of your proposals. It does not change based on whether the recipient is a lead or an existing client.

Certifications & Designations

Track your professional certifications by selecting them on your profile. Available certifications include:

• CTA — Certified Travel Associate (The Travel Institute)
• CTC — Certified Travel Counselor (The Travel Institute)
• CTIE — Certified Travel Industry Executive (The Travel Institute)
• DS — Destination Specialist (The Travel Institute)
• ASTA Member — American Society of Travel Advisors
• ACTA Member — Association of Canadian Travel Agencies
• TRUE Accreditation — Travel Retailer Universal Enumeration
• Disney CEP — Disney College of Excellence Program
• Sandals CSS — Certified Sandals Specialist
• AMResorts Master Agent

Select any that apply to your profile — they're stored for internal reference and agency records.

Sub-Agency Branding

When Allow Sub-Agency Branding is enabled in workspace settings, agents can display their own business name on client-facing materials like proposals.

This is useful for independent contractors or sub-agents who operate under an agency but have their own branding.

Only workspace owners and admins can enable or disable the sub-branding setting.

Solo Advisor vs. Team Agent

Your profile experience differs slightly depending on your workspace type:

Solo Advisors

• Commission settings appear directly on your Profile page
• The settings sidebar shows My Business instead of "Agency"
• You can manage your host agency details (host's name, address, CLIA, IATA, website)
• CLIA number and credentials are part of your profile

Team Agents

• Commission settings may be managed by your admin (on the Commission page)
• You can set a personal commission split override if your admin allows it
• Your business name appears on proposals only if sub-branding is enabled
• Some workspace settings may be locked by your admin