Product / Trip management

A working file for the journey, not just its departure date.

Keep trip details, travellers, bookings, tags and progress together. Find the trip by stage, travel dates or the person responsible, then pick up where the team left off.

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Trip list · illustrative demo departures. All names and amounts are fictional.

Choose the actual stage

Use Enquiry, Planning, Booked, Travelling and Completed. A date hint does not change the stage or claim a reservation has been confirmed.

Find the right departure

Search and filter by dates, tags, stage, assignment and active or archived status. Export the current filtered list when you need a working copy.

Archive without erasing the work

Move a finished trip out of the active list and restore it later. Related bookings, payment records, tasks and private links are preserved.

In the working day

How it fits together

The same trip can move through planning, supplier checks and final preparation at different speeds. TripClerk lets the agency choose its stage while preserving the separate records that matter: approval, confirmation, payment and publication. Versioned edits help surface competing changes. The first-trip checklist links the booking, itinerary, invoice and commission screens so a new record becomes a usable working file.

Create the trip and check its dates and assignment.
Add travellers, bookings, itinerary content and follow-through tasks.
Update the stage deliberately and archive when appropriate.

Know the boundaries

Archiving is organisation, not cancellation or deletion. Changing a trip’s dates does not move itinerary segments or publish a new client snapshot; review those explicitly.

More about the current limits →

Does passing a departure date change the trip stage?

No. Date-based hints do not silently change a stage. Your team chooses the operational status.

Does archive cancel the bookings?

No. It preserves the trip and related records and can be reversed.

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.