Put the trip within reach
Share a private link instead of asking clients to piece together old attachments. The portal brings their itinerary, payment information and checklist into view.
Product / Client portal & messaging
One private link. Fewer “can you send that again?” messages.
Let clients check their trip, itinerary, balance and documents in a private portal, with a conversation tied to the booking or traveller it belongs to.
One month free with FOUNDING20. No card required.
Keep conversations in context
Booking-buyer and traveller threads have separate scope. Messages and files stay with the right party rather than a shared group inbox that exposes everyone’s details.
Make access revocable
Private links can be switched off. Access checks apply to message reads and attachments as well as the page itself.
In the working day
How it fits together
A group departure can contain several unrelated households. That should not mean each household can read the others’ messages. TripClerk scopes private conversations to the correct booking or traveller, even when the trip itself is shared. Agency staff work from the inbox with the current team permissions; receiving a notification does not bypass those permissions. Email alerts point people back to the appropriate conversation.
- Create the appropriate traveller or booking-buyer link.
- Share it with that recipient using your normal communication channel.
- Read their messages and review reported transfers or uploaded documents.
Know the boundaries
The portal uses private links, not a universal client login or a separate app-store download. Per-agency custom domains and configurable portal-section permissions are not available.
More about the current limits →Can a client see everyone on a group trip?
Private portal information and conversations are scoped to the recipient. Separate booking parties do not share message threads.
Can clients pay by card?
No. They can report a bank transfer for the agency to verify against its bank statement.
Keep the workflow connected
CRM & pipeline
Keep a client’s details, stage and last conversation beside the work that comes next. A visual pipeline helps the whole agency see which enquiries need attention.
Proposals to bookings
Present trip options, share a private proposal and keep the client’s selection connected to the booking, deposit schedule and draft itinerary.
Itinerary builder
Arrange flights, stays, transfers and activities in a day-by-day itinerary. Work privately, preview the details, then publish the version you want your clients to see.
Your next trip starts here
Less scattered admin.
More attention for the trip.
Try a real booking in TripClerk. One month free with FOUNDING20, no card and no automatic charge.
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