Every client, and the household they belong to
A single directory holds every client you work with, grouped into households where that's how they travel. Search finds them by name or email in a moment, instead of scrolling a spreadsheet you haven't touched in weeks.
- One directory, searchable by name or email
- Clients grouped into the households they travel as
- Preferences, documents and history on one profile
A profile that remembers, so you don't have to
Preferences, notes and loyalty programme numbers live on the profile itself: the aisle seat, the dietary need, the frequent-flyer number you'd otherwise be digging out of an old email thread the week before departure.
Travel documents, kept where they're needed
Passport details and their expiry dates sit on the client profile the same way they do inside the portal the client uses themselves, so the version you're checking is always the version they last confirmed.
- Passport number and expiry, tracked per traveller
- The same record the client sees and updates in their portal
- Nothing to reconcile between two copies
Every trip they've taken, in view
A client's full trip history sits right on their profile, not just the one you're currently planning. Repeat clients are easy to spot, and so is what they've actually booked before, which makes the next conversation start from something real.
Messages and activity, not just contact details
Notes you've written, messages exchanged and recent activity all live on the same profile as the contact details. The history of a relationship doesn't depend on remembering which email thread it's buried in.
Keep every client relationship in one place
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