Part one
Inquiry-to-booking system
Every inquiry in one record, quoted, paid and confirmed.
- Messages and forms routed into one household or traveller record
- Hosted payment links, with resend
- SMS and email follow-up campaigns
From first message to a full departure.
Five stages run on one record per traveller. The sixth is where repeat bookings come from.
- 01
Capture
WhatsApp, Instagram, email and forms land in one record.
- 02
Quote
A fast first reply with the quote for the right trip.
- 03
Book and pay
A hosted payment link for the deposit, with resend.
- 04
Manifest
Travellers go on the manifest, with a cap per departure or time slot.
- 05
Remind
Balances chased by SMS or email with a payment link.
- 06 · Next
Review and rebook
A follow-up after the trip, and an offer for the next departure.
Part two
Trip operations
Know who is on each departure and who still owes a balance.
- Manifest by city and day, with a seat cap per time slot
- Check-in for Zoom and in-person tours
- Balance and dues tracking per household, plus a daily closing report
Case study
Travel membership CRM, tour manifest and payments platform.
A working admin system with a household CRM, a tour manifest with check-in, payment links and a dues report per household.
Questions travel teams ask
Built around how trips are sold.
Payment links and dues reporting run from Stripe data. Whether it fits alongside your current booking tool is checked on the call, before anything is scoped.
Every message lands in a record and is queued for a quote, so volume does not depend on someone watching the inbox. Seat caps stop a departure being oversold.
Customer travel portal access is part of the system, and role-based users keep staff to what they need.
Time to first quote, share of deposits collected, balances outstanding, and no-shows before and after.