# How to: Create a New Agent in CustomLinc

1. Go to **Contacts** > Add Contact (**+**) > Click **Organisation**
2. **Fill in the Name & any other relevant data** - A code is required but is not used unless they are on account. We would recommend doing some sort of Business initials like PBR or PBRB for example. > **Hit Apply**  
    [![image.png](https://bookstack.pbr.org.au/uploads/images/gallery/2025-09/scaled-1680-/image.png)](https://bookstack.pbr.org.au/uploads/images/gallery/2025-09/image.png)
3. Select "**Agent**" > Click **Okay**
4. Select Apply, and close the windows to get back into the contact page[![image.png](https://bookstack.pbr.org.au/uploads/images/gallery/2025-09/scaled-1680-/DQzimage.png)](https://bookstack.pbr.org.au/uploads/images/gallery/2025-09/DQzimage.png)
5. You should see the user on the left-hand side - **double click** and fill in contact details such a**s address and email contact.**   
      
    [![image.png](https://bookstack.pbr.org.au/uploads/images/gallery/2025-09/scaled-1680-/Ttzimage.png)](https://bookstack.pbr.org.au/uploads/images/gallery/2025-09/Ttzimage.png)
    
    [![image.png](https://bookstack.pbr.org.au/uploads/images/gallery/2025-09/scaled-1680-/HMgimage.png)](https://bookstack.pbr.org.au/uploads/images/gallery/2025-09/HMgimage.png)
6. **Apply** & **close** this window > **Double Click "Agent**" in the contact type tab.  
      
    [![image.png](https://bookstack.pbr.org.au/uploads/images/gallery/2025-09/scaled-1680-/Py2image.png)](https://bookstack.pbr.org.au/uploads/images/gallery/2025-09/Py2image.png)
7. Go to the **contracts** area> **Right click** the grey space > Click **Add**  
      
    [![image.png](https://bookstack.pbr.org.au/uploads/images/gallery/2025-09/scaled-1680-/SE2image.png)](https://bookstack.pbr.org.au/uploads/images/gallery/2025-09/SE2image.png)
8. Fill in details: 
    - Booking Between - *Usually set day after request to prevent any issues with any bookings made that day*;
    - Travelling between *Usually set day after request to prevent any issues with any bookings made that day* ;
    - **Agent type** is the payment process the agent uses (**Invoice or Prepaid**);
    - **Price schedule** is their commission rate.   
          
        **If an end date is put into this field the contract will be removed after that date.**   
          
        [![image.png](https://bookstack.pbr.org.au/uploads/images/gallery/2025-09/scaled-1680-/VDUimage.png)](https://bookstack.pbr.org.au/uploads/images/gallery/2025-09/VDUimage.png)
9. Finally go to brands and make sure Puffing Billy is ticked for the agent. > Hit apply and Close
    
    [![image.png](https://bookstack.pbr.org.au/uploads/images/gallery/2025-09/scaled-1680-/KX7image.png)](https://bookstack.pbr.org.au/uploads/images/gallery/2025-09/KX7image.png)