How do I manage a travel agency's packages, bookings and enquiries?
Keep tour packages with itinerary and pricing in one place, track every enquiry in a CRM from quote to booking, record bookings with traveller details and payments, manage hotel and transport confirmations as tasks with dates, and remind travellers before departure. PalmGro Flow has a travel agency add-on with packages, bookings and its own CRM.
Enquiries
Travel enquiries are often seasonal and urgent. Respond fast with a quote and two package options. Follow up within 24 hours. See lead follow-up.
Packages
Each package: destination, days, itinerary day by day, inclusions, exclusions, price per person, validity. Reuse and adjust instead of building every quote from scratch.
Bookings
- Traveller names, ages, ID details as needed.
- Travel dates and rooms.
- Total price, advance received, balance due date.
- Supplier confirmations: hotels, transport, activities.
Supplier tasks
Each booking creates tasks: confirm hotel, book transport, send vouchers. With dates before travel.
Payments
Advance at booking, balance before travel. Reminders before the balance due date.
Before departure
Send the final itinerary, vouchers and emergency contacts. A reminder a day before.
How PalmGro Flow helps
PalmGro Flow's travel agency add-on manages tour packages with itinerary and pricing, bookings with traveller and payment tracking, and its own configurable CRM for enquiries. Team tasks, attendance, WhatsApp reminders and finance work alongside it.
Questions people ask
How much advance should a travel agency take?
Enough to cover non-refundable supplier bookings at least. Many take a fixed percentage at booking.
Can I reuse package itineraries?
Yes. Save packages and adjust dates and prices for each quote.
How do I handle cancellations?
Write cancellation charges in the booking terms, based on supplier policies.
PalmGro Flow brings your team, clients, tasks, attendance and money into one place, on phone and computer. Try it free, no card needed.Set it up for your team in minutes.