Client pipeline
Enquiry, quoted, booked, paid in full: every family in one view.
Booking and client tracking for travel agencies
Follow each booking from first enquiry to paid in full
TripClerk keeps clients, traveller documents and instalments in one shared record, and emails you before a payment is late or a passport runs short.
£49 a month per agency. 14-day free trial, no card needed.
Real TripClerk screen, demo agency with made-up travellers.
- For travel agenciesGroups, packages and individual bookings
- 14-day free trialNo card needed
- One priceEvery feature, no per-user fees
- Real repliesWe aim to answer within 2 working days
Before TripClerk
The season usually runs on four tools that were never meant for it
- WhatsApp groupsPassport photos and payment screenshots scattered across chats.
- A spreadsheet per seasonCopied, re-sorted and out of date by the time it is shared.
- Scans in someone’s phoneHard to find and impossible to control who has seen them.
- Paper receiptsWho has paid what is only clear after a long evening of checking.
One shared board
Each traveller has one record: passport details and scans, visa status, group, booking and every instalment. Your whole team sees the same thing, and the dashboard tells you what needs doing today.
See a sample groupOld way, new way
The same season, with less chasing
| The usual way | With TripClerk | |
|---|---|---|
| Passports | Photos sent over WhatsApp, saved on someone’s phone | Private uploads per traveller, with six-month expiry flags |
| Payments | Screenshots of transfers and a notebook of who paid | Instalments per booking; clients report a transfer, you confirm it |
| Rooming | A spreadsheet re-typed for every hotel | Rooms per stay with capacity checks, exported as CSV |
| Client questions | “What time is the flight?” fifty times a week | A private page with their itinerary, balance and checklist |
| Follow-ups | Remembering who you promised to call back | Days since last contact on every card, and a daily email |
The real screens, with a demo agency
Every departure, with its travellers
Set up each group with dates, departure airport and package price. Assign travellers, then message the whole group their departure details from one screen.
Watch
A short walk through a demo agency
Recorded on TripClerk with made-up travellers: dashboard, a group, a traveller’s record, payments and the client’s private page. No sound.
What your agency gets today
Everything below is in the one price.
Groups and packages
Departures with dates, airport, price and their travellers.
Private document store
Passport and visa scans behind 60-second links.
Expiry alerts
Passports and visas flagged six months ahead.
Instalment tracking
Due, paid and overdue at a glance, with totals.
Daily reminder email
One morning email of what is due and overdue.
WhatsApp links
Prefilled reminders that you review and send.
CSV export
Travellers, bookings, instalments and a monthly summary.
Agency enquiry page
A simple public page with an enquiry form that adds each enquiry to your pipeline.
Two-factor sign-in
A code from an authenticator app at login. Owners can require it for all staff.
How a season runs, from the first message to the flight home
- Enquiry to paid in full
- Move each family through enquiry, quoted, booked and paid. Nothing sits forgotten in a chat.
- Documents ahead of time
- Passports and visas expiring within six months are flagged on screen and in your daily email.
- Instalments that chase themselves
- One email a day of what is due in three days and what is overdue, never the same reminder twice.
Honest limits
What TripClerk does not do
It is a record-keeping and reminder tool for your team. Requirements for passports, visas and vaccinations change, so always check official sources.
- Apply for visas or connect to Nusuk or any government system. It tracks the status you enter.
- Sell flights or hotels, or hold a reservation for you.
- Take card payments. Clients pay your agency directly and you record it.
- Send WhatsApp messages on its own. You see and send every message.
- Give legal, religious or immigration advice.
£49 a month. Every feature, the whole agency.
No per-user or per-traveller fees. The first 20 founding agencies get 30 days free with code FOUNDING20.
View pricing