Start with the day ahead
Agency reminders surface due and overdue instalments and expiring documents so the team can decide what needs attention.
Product / Email alerts
Useful reminders that point back to the work.
Keep due payments and document expiry visible, and let the right people know when there is a new message or invitation to review.
One month free with FOUNDING20. No card required.
Alert the correct recipient
Portal messages and invitations use recipient-scoped notifications. A link in an alert still checks the person’s current access before showing the content.
Respect preferences and approval
Communication preferences apply to the appropriate recipient. Traveller pre-departure messages follow the agency’s configured approval setting.
In the working day
How it fits together
Email is a useful prompt, but the trip record remains the working source. New-message bursts are grouped into recipient-scoped alerts rather than exposing a conversation to everyone in the agency. Private staff notes and their bodies are not sent as email. A teammate mention does not grant new access. TripClerk uses its transactional mail transport; it does not import your mailbox or send a marketing campaign to your contacts.
- Check your agency and recipient notification preferences.
- Review the reminder or open the appropriate conversation.
- Act on the underlying record rather than treating the alert as confirmation.
Know the boundaries
No Gmail or Outlook sync, bulk marketing campaigns or configurable email-automation builder is included. Tasks do not currently send task-deadline email alerts.
More about the current limits →Does it read my existing inbox?
No. Transactional alerts are separate from mailbox integration, which is not connected.
Are private note bodies emailed?
No. Staff note bodies stay inside their permission-checked context.
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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