Industries · Travel and tourism

Every itinerary has a version history. Keep it.

A trip moves from enquiry to quote to confirmed booking, then changes again before departure. We build the internal workflow, the traveller's view and the supplier coordination that keep each booking understandable.

A booking's life

What sits on one trip record.

EnquiryWho is travelling, dates, budget, preferences and where the lead came from.Sales
Quote and optionsTwo or three itinerary options with hotels, transfers and activities, each priced and versioned.Sales
ConfirmationThe chosen option, a supplier confirmation against each service, and vouchers once issued.Operations
Traveller documentsPassport copies, visas, insurance and tickets, stored with restricted access and kept only as long as your policy allows.Operations
PaymentsAdvance, instalments and final balance, plus supplier payments and refunds, tied to the itinerary version they belong to. See payments and billing.Accounts
ChangesEvery revision after confirmation, with what changed, who agreed and the cost difference.Everyone

When the trip changes after it's sold.

Supplier side

The hotel moves the guests.

A hotel in the second city overbooks and offers another property. Operations needs to see the effect on transfers and price, offer the traveller options and record the one they accept, while the original version stays on file.

Traveller side

One person drops out.

A family of four becomes three. Room types, per-person prices and some supplier bookings change, and the payment schedule and any refund follow from the new version.

Agent side

A sub-agent wants an update.

A B2B partner who sold the package asks whether the vouchers are out. A partner view of their own bookings saves a call every time.

Departure week

Documents are still missing.

A visa copy and one passport scan haven't arrived. The booking flags what is outstanding and who is chasing it, so nobody relies on memory.

Decide early

Exceptions that belong in the first release.

01

Cancellation terms

Supplier and traveller cancellation terms differ by service and date. Both should be visible before anyone confirms a change.

02

Payment stages

Traveller advances, balances and supplier deadlines rarely line up. Tracking each against the booking stops a confirmed trip from going unpaid at either end.

03

Supplier availability

Rates and allotments move. Decide which suppliers confirm through an API, by email or on a partner screen.

04

Who can promise what

Sales may quote, but only operations confirms. Clear roles keep a quote from becoming a commitment by accident.

Start inside, then open it to travellers.

Picture a tour operator selling small-group tours and tailor-made holidays, with sales on WhatsApp and email, operations on spreadsheets and supplier confirmations in a shared inbox. Packaged travel software might cover part of that. Whether it covers enough is a question we answer honestly in discovery; our guide on custom or ready-made software sets out how we weigh it.

Where custom work makes sense, we would begin with the internal booking record and supplier tracking, then add a traveller itinerary view once the data behind it is reliable. Seasonality matters here too: a new system is best introduced in a quieter month, not in the weeks when every enquiry turns into a booking.

Get the internal record right first. The traveller's view depends on it.

Can travellers see their own itinerary?

Yes. A restricted view can show the confirmed itinerary, documents to download, payments due and what is still pending, without exposing internal notes or supplier costs.

Can suppliers confirm through the system?

Where they are willing to, through a simple partner screen or an API if they offer one. Many will keep replying by email, so we plan for logging those confirmations as well.

Can AI help write itineraries?

It can draft a day-by-day write-up from the services already booked, which your team edits and approves. We wouldn't let it invent hotels, prices or availability.

Contact

Send us a booking that changed three times.

We'll use it to show where a versioned trip record would save your team the reconstruction work.

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