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Agent Hub

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Travel Billy Hub

Upload New Itinerary
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Trips Ready for Finalization

You have trips that are ready to be finalized

✈️ Flight Alerts

Finalize Trip

Archive and delete documents according to policy

Client:
Trip:
Booking Ref:
End Date:
Days Past:
Important: Itineraries and invoices MUST be archived for record-keeping. E-tickets, vouchers, and visas will be deleted. Travel insurance documents are optional.

Document Management

Itineraries & Invoices MUST ARCHIVE
  • Itinerary
  • Invoice

These will be archived automatically for data retention and audit purposes.

E-tickets, Vouchers & Visas MUST DELETE
  • No documents to delete

These will be permanently deleted as they are no longer needed.

Travel Insurance OPTIONAL ARCHIVE
  • Insurance Documents

Clients

👤

Select a client to view details

Add New Client

Create a new client profile and assign credentials

Provide this password to your client for mobile app access

Edit Client

Update client profile information

TIA Reference cannot be changed

Password Management

New Temporary Password:
⚠️ Make sure to copy this password and provide it to your client. They will be required to change it on first login.
Generate a new temporary password for this client

Change Password

Update your account password

Emergency Contacts Configuration

Configure emergency contact details for your clients

Main emergency contact number for clients
How clients should contact you in emergencies

Agent Contact Details

Note: These contact details will be automatically pushed to all your clients' mobile apps. When a client is transferred to another agent, they will receive the new agent's emergency contacts.

Manage Agents

Add, edit, and manage agent accounts

Create New Agent

Username Email Company Role Created Actions
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Edit Agent

Update agent information

Send Message

Flight Tracking

Manage E-Tickets

Existing E-Tickets

📋 E-Tickets to Save

Add New E-Ticket

📄
Drag & drop PDF here
or click to browse (PDF only)

File:

Size:

Manage Vouchers

Existing Vouchers

Vouchers to Save

Add New Voucher

🎫
Drag & drop PDF here
or click to browse (PDF only)

File:

Size:

All Itineraries -

View all past, current, and future trips for this client

👥 Share Itinerary to Other Travelers

Select the travelers who should receive a copy of this itinerary. Perfect for families, couples, or groups traveling together.

Sharing:

This will create a copy of the itinerary for each selected traveler. They will each have their own independent version in their app.

📄 Manage Invoices -

Upload and manage invoices for each trip

🛂 Manage Visas -

Upload and manage visa documents for each trip

🏥 Manage Insurance -

Upload and manage insurance documents for each trip

📦 Archived Trip Details -

View archived data for finalized trip

Manage Travel Documents

📝 Document Upload Location Updated

Travel documents (Visas, Insurance, and Invoices) are now uploaded directly to each trip. This makes it easier to manage documents for specific itineraries.

To upload documents:

  1. Close this modal
  2. Click "Manage Itineraries" for this client
  3. Find the "Travel Documents" section on each trip card
  4. Click the appropriate button (Invoice, Visas, or Insurance)

✅ Any existing documents have been automatically migrated to your active trips

🌍 AI Travel Recommendations

💡 How to upload invoices:
  1. Close this window
  2. Click "Manage Itineraries" button for this client
  3. Find the trip you want to add an invoice for
  4. Click the green "Upload Invoice" button on that trip card

No invoices uploaded yet

Ask questions like "What destination would you recommend for their next trip?" or "Suggest a 2-week itinerary based on their preferences"

No conversations yet

⚠️ Delete Client Profile

Are you sure you want to delete this client?

This action will permanently delete:

  • Client's itinerary and travel data
  • Login credentials and access to the app
  • All associated documents and bookings
  • Communication history

Client:
Booking Ref:

🚨 Final Confirmation Required

This action cannot be undone!

⛔ WARNING: This will permanently delete all data for this client.

The client will lose access to their app and all information will be removed from the system.

🔄 Transfer Client

Transfer to another agent

What happens when you transfer a client:

  • The client will be permanently moved to the selected agent
  • You will no longer have access to this client's profile
  • All client data, itineraries, and documents will transfer
  • The client's app access will remain unchanged

👥 Share Client

Share with another agent

What happens when you share a client:

  • The selected agent will gain read and edit access to this client
  • You will still retain full access to the client
  • Both agents can manage itineraries and documents
  • Changes made by either agent will be visible to both

✏️ Manage Itinerary

Document Viewer

📁 Bulk Upload Documents

Step 1: Select Itinerary

Itinerary Elements (documents will be matched to these)

Step 2: Drop Documents Here

📁

Drag & drop all travel documents here

Supports: PDF, Images, ZIP files, Emails (.eml, .msg)

Processing Documents...

Uploading and analyzing...

Step 3: Review & Approve

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Documents
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