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Help centre

How can we help?

Getting started

Start your free trial

Create an agency workspace in about two minutes. 14-day free trial, no card needed.

Using the FOUNDING20 code

How the founding agency offer works and where to enter the code.

Groups and packages

Create your first group

Set up a departure with dates, airport and package price.

Travellers and documents

Add a traveller

Record a traveller with their passport and visa details.

How expiry alerts work

What gets flagged, and when.

Keep names matching the passport

Why the passport spelling matters and how to check it.

Tracking visa status

The visa statuses available and what they mean in TripClerk.

Upload passport and visa scans

Store scans privately against each traveller.

Clients and pipeline

Moving clients through the pipeline

Enquiry, quoted, booked and paid in full.

Payments

Bookings and instalments

Split a booking into dated instalments.

The daily reminder email

One email a day listing what is due and overdue.

WhatsApp message links

Open a prefilled message to a traveller in one tap.

Planning a season

A document checklist for each traveller

What to collect before departure.

Planning instalments before a busy season

A practical way to set due dates.

Your data

Delete a single traveller

Remove one traveller's record and files.

Delete your workspace

Permanently remove every record, file and login.

Export your data as CSV

Download travellers, bookings and instalments.

Reading the monthly summary

What each column in the monthly summary means.

Security and privacy

How your data is protected

A plain summary of the safeguards.

Who controls traveller data

Controller and processor, explained simply.

About TripClerk

Getting help

How to reach us and how quickly we reply.

What TripClerk does not do

The limits, stated plainly.