Travel Plans user guide

Travel Plans is your agency's back office. Use it to plan trips, send quotations and track every rupee in one place.

Everything in the system follows one path, from a customer's first call to the final payment:

flowchart LR
    A[Customer] --> B[Inquiry]
    B --> C[Itinerary]
    C --> D[Package<br/>and costing]
    D --> E[Quotation]
    E -->|Accepted| F[Payments]
    F --> G[Customer<br/>Ledger]

Each step is built from the one before it, so you never type the same details twice.

A booking from start to finish

1. Add the customer

   Add the traveller under Customers with their phone number. See Customers.

2. Log the inquiry

   Note where they want to go, when, how many people, and their budget. See Inquiries.

3. Plan the itinerary

   Click Convert to itinerary on the inquiry. Add destinations, transport, and a hotel, activities and meals for each day. Print it or download it as a PDF. See Itineraries.

4. Price the package

   Click Create package on the itinerary. Enter your costs and the selling price, and the profit and margin are worked out for you. See Packages & Costing.

5. Send the quotation

   Click Generate quotation on the package. Add a discount and GST, then share it by WhatsApp, email or PDF. See Quotations.

6. Accept it when the customer agrees

   Click Accept. The package is confirmed and the amount is billed to the customer.

7. Collect payments

   Record the advance and later payments, and download receipts. The outstanding balance updates by itself. See Payments and Customer Ledger.

Where to start

Setting up for the first time? Work through it in this order: Settings, then Cities, Hotels and Travel Types, then Roles and Users for your team.