Know your clients better than they know themselves
Every preference, every anniversary, every passport detail in one place. Build relationships that turn first-time travelers into lifelong clients.
Sarah Mitchell
VIP Client since 2021
73%
Higher repeat booking rate
2.5x
More referrals from happy clients
8 hrs
Saved weekly on admin tasks
100%
Client data in one place
Build lasting relationships in 3 steps
From first contact to lifelong client, we've got you covered.
Import or Add Clients
Bring your existing contacts via CSV or add them manually. We capture every important detail from day one.
Build Rich Profiles
Add preferences, special dates, travel history, and documents. The more you know, the better you serve.
Stay Connected
Get smart reminders for birthdays, anniversaries, and follow-ups. Never miss an opportunity to delight.
Everything about your client, at a glance
Stop searching through emails and sticky notes. Every detail is organized and accessible instantly, so you can focus on creating amazing experiences.
- Contact info, passport details, and emergency contacts
- Travel preferences: seats, rooms, dietary needs, allergies
- Loyalty program numbers and membership status
- Full trip history with notes and feedback
- Secure document storage for visas and IDs
Jennifer Reynolds
VIP Client
Preferences
Upcoming Reminders
This WeekSarah Mitchell's Birthday
TomorrowSend birthday wishes and mention the Tuscany trip idea!
Passport Expiring
In 3 monthsDavid Chen's passport expires April 2025. Remind to renew before Japan trip.
Post-Trip Follow Up
In 2 daysThe Johnsons returned from Bali. Ask for feedback and referrals.
Never miss an opportunity to delight
Automated reminders ensure you reach out at exactly the right moment. Birthdays, anniversaries, passport renewals, and post-trip follow-ups - all handled automatically.
- Birthday and anniversary reminders with personalized suggestions
- Passport and visa expiration alerts months in advance
- Post-trip follow-ups to gather feedback and referrals
- Annual check-ins to reignite the travel conversation
- Custom reminders you set for any occasion
Learn from every journey
Every trip tells a story. Track what worked, what didn't, and use that knowledge to create even better experiences next time.
- Complete history of every trip you have planned
- Notes on what they loved and what to avoid
- Spending patterns and budget preferences
- Supplier relationships and preferred vendors
- Quick access to past itineraries for reference
Trip History
Amalfi Coast, Italy
September 2024
Loved the hotel. Book same suite next time!
Tokyo & Kyoto, Japan
April 2024
Cherry blossom timing was perfect.
Maldives
January 2024
Great overall. Preferred different villa type.
Every detail, perfectly organized
Stop digging through emails. Everything you need to know about your clients is at your fingertips.
Complete Profiles
Store everything: contact info, passport details, travel preferences, dietary needs, and special occasions.
Important Dates
Never miss a birthday or anniversary. Get reminders to reach out with trip ideas at the perfect moment.
Smart Reminders
Automated follow-ups, passport expiration alerts, and trip anniversary notifications.
Trip History
See every trip at a glance. Know what they loved, what to avoid, and what to suggest next.
Preference Tracking
Room preferences, airline loyalty programs, dietary restrictions - nothing falls through the cracks.
Travel Documents
Store passport scans, visa copies, and TSA numbers securely. Access them when you need them.
“I used to keep client preferences in spreadsheets and sticky notes. Now I can instantly see that Mrs. Johnson needs an aisle seat and her husband is gluten-free. My clients feel so cared for, and my repeat booking rate has gone through the roof.”
Jennifer Adams
Luxury Travel Advisor, Dream Escapes
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