Guided Platform Tour

The complete platform for modern travel agencies

From client intake to commission collection, TravelBook handles every step of the agency workflow. Follow this tour through six acts to see how it all fits together.

1
Getting
Started
2
Know Your
Clients
3
Search &
Discover
4
Build the
Trip
5
Present the
Proposal
6
Confirm &
Invoice
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 timeline: overdue, upcoming, and completed
  • Quick-action shortcuts to key workflows
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
We used to juggle five browser tabs, two spreadsheets, and a prayer. TravelBook replaced all of that with one clean workflow — search, build, propose, book, invoice — and we haven't looked back.

A vision for the modern agency — Built by agents, for agents

Act 4 — Build the Trip

Compose itineraries with precision

From draft to confirmed, build multi-segment trips with flights, hotels, cruises, and more. Markup, pricing, and totals update in real time.

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
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
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

Seen enough? Let's talk.

TravelBook is built for agencies that want to work smarter, not harder. Let us show you what it can do for yours.

Request a Demo