From initial inquiry to final payment collection.
Discover how Your Travel Desk eliminates double entry and connects every phase of your travel operations into one seamless lifecycle.
Customer Inquiry & Profile Setup
Consolidate travelers and their preferences without searching messy chat histories.
When a client reaches out for a domestic holiday or international tour, create or open their profile in the Customer Directory. Add contact info, passport details, number of travelers, and trip dates. Every past and future quote stays connected to this single client record.
Trip Workspace & Day-Wise Itinerary
Map out destinations, schedules, passenger counts, and travel items.
Open a Trip Workspace. Define the travel window, specify destinations (e.g. Dwarka, Kashmir, Dubai), allocate travelers, and draft day-by-day travel schedules with hotel check-ins, transfers, and activities.
Instant Quotation & Proposal Generation
Pull live rates from your catalog and generate pricing proposals in seconds.
Generate a commercial proposal directly from the trip. Select room types from your hotel database, add vehicle tariffs, and let Your Travel Desk compute net costs. Apply your agency markup with automated percentage calculation and share the proposal with your client.
One-Click Booking Confirmation & Vouchers
Transform accepted quotations into active bookings and issue supplier vouchers.
Once the traveler approves the quotation, lock in the booking with a single click. Generate booking reference numbers, supplier rooming vouchers, and driver transfer sheets. Move the trip from Planning to Confirmed status.
Invoice Generation & Installment Schedules
Issue compliant invoices reflecting custom package items and taxes.
Create a formal invoice directly from confirmed booking records. Set up installment milestones: advance deposit at booking, second installment before travel, and final payment before departure.
Payment Reconciliation & Margin Tracking
Log bank or UPI collections, reconcile supplier payables, and view profit.
Record collections as they arrive. The payment ledger tracks outstanding receivables, payables owed to suppliers, and your realized gross profit margin in real time on the Executive Dashboard.
Ready to experience this workflow firsthand?
Test the entire process with sample trips in our 7-day free trial, or schedule a personalized team demo.