TravelBook — Guided Platform Tour

Act 1 — Getting Started

Sign in and take command

Secure authentication with role-based access. Every team member sees exactly the tools they need.

TravelBook sign-in screen with quick-login buttons for six roles

One-click access for your entire team

Role-based quick login lets you demo any permission level instantly. Six roles from Viewer to Platform Admin — each sees exactly what they need.

Email/password authentication with session management
Six role levels with granular permissions
Quick-login buttons for rapid demo access

Dashboard command center with commission stats, tasks, and quick actions

Everything at a glance, nothing falls through the cracks

Your personalized dashboard surfaces commission health, upcoming tasks, and recent activity. Know what needs attention the moment you log in.

Commission tracking with collection rate metrics
Task management: overdue, due today, and this week
Quick-action shortcuts to key workflows

Task management page with filter bar showing status, category, priority, and assignee filters

Never let a follow-up slip through

A full task management board with filters by status, category, priority, and agent. Apply templates to auto-generate the standard follow-up tasks for any booking type.

Filter by status, category, priority, and assignee
One-click task templates for repeatable workflows
Inline completion without opening the detail view

Act 2 — Know Your Clients

Build relationships that last

Comprehensive client profiles with traveler details, preferences, and history. The foundation for personalized service.

Client portfolio list with status badges and agent assignments

Your client book, organized and searchable

Every client at your fingertips with status badges, agent assignments, and instant contact details. Filter by VIP, active, or any custom tag.

Status badges for Active, VIP, and custom tags
Agent assignment tracking per client
One-click access to full client profile

Client detail view showing traveler profiles, address, and notes

Deep client knowledge drives repeat bookings

The Henderson VIP profile shows how TravelBook stores traveler details, addresses, and notes. Everything your agent needs for a personalized experience.

Multiple travelers per client household
Address management with home and billing
Internal notes for preferences and history

Act 3 — Search & Discover

One search bar, every provider

Unified search across flights, hotels, cars, cruises, and activities. Compare results side by side and add to any trip.

Flight search form with JFK to ATH in Business class

Search flights across multiple GDS providers

An agent searches JFK to Athens in Business Class — results from all connected providers appear instantly.

Multi-provider search across Sabre, Amadeus, and more
Class of service, flexible dates, and passenger config
Results compare view with side-by-side pricing

Hotel search form with destination and guest configuration

Find the perfect stay, from boutique to resort

Switch tabs to search hotels with the same intuitive interface. Destination, dates, guests — results pull from aggregated inventories.

Tabbed search across all travel categories
Date range picker with flexible check-in/out
Guest configuration for rooms and adults

Act 4 — Build the Trip

Compose itineraries with precision

From draft to confirmed, build multi-segment trips and day-by-day visual itineraries with maps, hero imagery, and PDF export.

Trip overview list showing 8 trips with Draft, Confirmed, and Sent statuses

Every trip, every status, one clear list

Eight trips spanning Draft to Confirmed to Sent. Each row shows the client, date range, and current status so your team stays aligned.

Status workflow: Draft → Confirmed → Sent
Client and date range visible at a glance
Filter and sort by status, date, or agent

Trip builder showing Greek Islands Anniversary with three bookings

Multi-segment itineraries, one view

The Greek Islands Anniversary trip: a $4,850 flight, $4,200 hotel, and $5,798 cruise. Every line item is editable with markup applied.

Multi-segment itineraries: flights, hotels, cruises
Per-item markup and pricing controls
Running total with commission visibility

Slide-out Trip Builder drawer panel overlaying the page

Build trips without leaving the page

The slide-out Trip Builder panel lets agents add items from search results and review running totals — all without navigating away.

Slide-out panel overlays any page
Add items directly from search results
Running totals update in real time

Day-by-day itinerary builder with draggable blocks organized into date columns

Build the day-by-day story

Arrange your itinerary with a visual storyboard. Drag bookings and editorial notes into date columns, add hero images, and annotate with restaurant tips, activity notes, and transfers.

Drag-and-drop blocks within and across days with instant reordering
Free-form blocks for restaurants, transfers, and activities
Per-block visibility controls for what clients see in exports

Itinerary builder with Mapbox map panel showing day-colored numbered pins

See the journey on the map

A live Mapbox sidebar map plots every block's location, color-coded by day. Spot routing inefficiencies and visualize the actual travel arc before the client does.

Day-colored numbered pins match the builder columns
Click any pin to jump to its block in the editor
Toggle the map panel without losing your place

Export Itinerary PDF dialog showing three template options: Editorial, Modern, and Classic with live cover previews

Choose your presentation style

Three professionally designed PDF templates — each a complete visual identity. Pick the style that fits the trip at export time, with a live preview of exactly what the client will receive.

Editorial: dark magazine cover, serif typography, timeline-style day spreads
Modern: clean white cover, card-based layout, bold Inter typography
Classic: warm parchment cover, Playfair Display headings, structured table layout

Act 5 — Present the Proposal

Give clients the power to choose

Create polished proposals with multiple options. Track when clients view them and which option they prefer.

Proposals list showing Draft, Sent, and Viewed statuses

Present options, track engagement

Three proposals at different stages: Draft, Sent, and Viewed. Each shows the number of options included and the client it's prepared for.

Proposal lifecycle: Draft → Sent → Viewed
Multiple options per proposal for client choice
Track when clients open and review proposals

Honeymoon Paradise Options with Bali Bliss and Costa Rica Romance cards

Side-by-side options make decisions easy

Honeymoon Paradise Options shows two curated packages: Bali Bliss at $9,175 and Costa Rica Romance. Clients compare and select their preferred itinerary.

Side-by-side option cards with total pricing
Detailed itinerary breakdown per option
Client-facing shareable proposal link

Bali Bliss drill-down timeline with flight, hotel, car, and activities

Every detail, day by day

The Bali Bliss drill-down reveals a complete timeline: Flight ($2,040), Hotel ($5,750), Car ($890), and two Activities. Clients see exactly what they're getting.

Chronological timeline of all trip items
Per-item pricing with markup transparency
Activity and transfer details included

Client portal trip detail showing day-by-day itinerary accordion, map tab, and agent contact card

A portal your clients will actually use

Clients access their trip on a beautiful branded portal — day-by-day itinerary, interactive map, documents, confirmation numbers, and direct contact with their agent. No app download required.

Day-by-day accordion with hotel, flight, and activity cards
Interactive map tab with geo-pins per day
Documents tab, quick reference panel, and agent contact card

Act 6 — Confirm & Invoice

Close the loop on every dollar

Confirmed bookings, generated invoices, and commission tracking. Your revenue pipeline from sale to collection.

Bookings list with Confirmed, Pending, and Payment Pending statuses

Confirmed bookings, fully tracked

Six bookings across Flight, Hotel, Cruise, and Manual types with full status visibility.

Multi-type booking support
Status tracking from pending to confirmed
Payment status per booking

Invoice dashboard with filters and summary cards

Generate and track invoices

The invoicing dashboard with filters and summary cards for a quick financial overview.

Invoice generation from bookings
Filter by status, date, and client
Summary cards for totals

Commission tracking with Overdue, Expected, and Received statuses

Never lose track of commissions

Five commissions from Royal Caribbean and Sabre with full status tracking.

Per-supplier commission tracking
Expected → Received → Overdue
Supplier-level reconciliation

Reports dashboard showing revenue by day chart and revenue by booking type breakdown

Your agency's numbers, at a glance

Six reporting tabs — Revenue, Bookings, Top Clients, Agent Performance, Commissions, and Receivables — all filterable by date range. Know exactly where your revenue is coming from.

Day-by-day revenue chart with booking-type breakdown
Agent performance reporting for managers
Receivables tracking to close the gap between billed and collected

Supplier detail page showing commission rates, volume tiers, and booking stats

Manage every supplier relationship

Track preferred suppliers with their default commission rates, volume-based tier structures, annual booking stats, and full commission history — all in one supplier profile.

Default commission rates and override controls per supplier
Volume-based commission tier tables
Annual booking volume and commission history at a glance

Act 7 — Automate & Integrate

Connect, automate, and extend

A full REST API for external integrations and a visual workflow builder for internal automation. TravelBook grows with your agency's needs.

Swagger UI interactive API documentation for TravelBook REST API v1

Connect anything with the REST API

A full REST API authenticated via API keys or OAuth 2.0. Integrate with CRMs, booking engines, or internal tools — documented interactively in the built-in Swagger UI.

OAuth 2.0 client_credentials for server-to-server auth
Manage clients, trips, bookings, and travelers via REST endpoints
Interactive Swagger UI — test every endpoint in-browser

API Keys management page with named keys, scopes, and revocation controls

Secure, scoped API access

Admins generate named API keys with per-scope permissions. Each key is displayed once at creation and stored as a hash — secure by design.

Named keys with creation date and last-used timestamp
Scope-limited: grant only the access each integration needs
Instant revocation without touching other keys

TravelBook documentation hub with API Reference, Agent Guide, Admin, and Portal Help sections

Built-in knowledge base

A unified docs hub covering API references, agent guides, admin ops, and portal help — full-text searchable and access-tiered by role.

Tiered access: public API docs, authenticated guides, admin-only ops
Full-text search across all articles
MDX-powered content with code blocks and step lists

Visual workflow builder canvas with node-based automation and AI chat rail

Automate your agency's operations

A visual node-based automation builder where you drag, drop, and connect steps on an infinite canvas. Describe what you want in plain English and the AI generates the workflow for you.

Triggers: booking events, schedule, webhook, or manual
Node types: Travel Read/Write, HTTP, Email, Logic, and Claude AI
AI chat rail generates full node graphs from natural language prompts

Workflow execution detail showing step-by-step log with expandable JSON

Complete visibility into every run

Each workflow execution captures the complete input and output of every step — giving you full auditability and fast debugging when you need it.

Expandable JSON input/output per node for deep debugging
Execution status: running, completed, failed, or cancelled
Per-step timing and status for instant bottleneck identification

The complete platform for modern travel agencies