The Ultimate All-In-One Travel Agent Planner!
Start Log Sheet This tab serves as a quick reference and configuration hub for key categories, statuses, and settings (such as vacation types, lead mediums, trip statuses, and currency settings) used throughout the 'Travel Agents & DMC's Planner'.
Dashboard This central overview provides instant insights into your business performance, including total and active clients, booked trips, upcoming arrivals, most traveled months, confirmed trips, and popular destinations. It's your quick snapshot of key metrics.
Client Log This tab is crucial for managing and understanding client interactions, tracking their journey, and handling billing and other information for effective client management and personalized service.
Traveler Info Sheet A dedicated space for centralizing essential details about each individual traveler, including passport and flight information, which facilitates efficient form filling, accurate record-keeping, and a smoother travel experience.
Trips Planned Sheet This tab serves as your central hub for managing all upcoming trips, allowing you to track booking status, client information, destinations, vacation types, and key dates for efficient planning and smooth execution of travel arrangements.
Daily Schedule Sheet This tab serves as your operational blueprint, providing a detailed overview of daily scheduled items, client details, service specifics, and assigned personnel, ensuring smooth execution of services and effective time management.
To Do List Tab Your central hub for managing tasks, tracking their status, and ensuring nothing falls through the cracks, featuring visual summaries of task priority, completion status, and categorization for enhanced productivity.
Resort Organizer Sheet Your central database for managing and comparing resort options, including their location, accommodation types, pricing, and commission details, enabling quick referencing and efficient selection for clients.
Calendar View Tab This powerful tool offers an automated, visual representation of client arrivals and departures, directly generated from your 'Trips Planned' bookings, simplifying daily logistics and ensuring accuracy.
Itinerary Quotation Dashboard The core of your planner, this automated tool provides an instant and comprehensive financial breakdown of any itinerary, dynamically calculating total quotes, income, expenses, profit, and profit margins based on integrated data.
