Summary: Vendor Policies allow you to define important guidelines for a vendor, such as Cancellation Policies, Disclaimers, or Dress Codes. These policies help ensure clarity for both staff and guests when managing vendor services.
Permissions Required: To create or edit Vendor Policies, you must have the appropriate role, such as Converser or Brand Admin.
1 Creating a Vendor Policy
1. Navigate to the Vendors section in the left hand side menu.
2. Click on the vendor you want to update.
3. Select hyperlink "Full Profile".
4. Go to the Policies tab.
5. Click the button + Add Policy and enter the necessary details.
6. Click the Apply button to save the policy.
2 Editing a Vendor Policy
1. Navigate to the Vendors section in the left hand side menu.
2. Click on the vendor you want to update.
3. Select hyperlink "Full Profile".
4. Go to the Policies tab.
5. Click the action ⋮ button and select the Edit option.
6. Make the necessary adjustments.
6. Click the Apply button to save the policy.
3 Vendor Policies Within Requests
A vendor’s policies will appear in the side menu when viewing a Request.
They will be listed under "Vendor Details" for quick reference.
🗒️ These policies can be made visible on the guest’s digital itinerary.
