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Choose a client from the sidebar to view their details, itineraries, documents, and messages.
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Create posts that are visible to all your clients
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Get an email when a client sends you a message through the app, so you know to log in and reply.
Your own numbers, shown to every one of your travellers in the app, above the local police and ambulance for wherever they are. One tap to call.
Update the password you use to sign in to the Portal.
A general to-do that isn't linked to a specific client. Appears alongside client tasks in the All Tasks list with a "(general)" label.
File:
Size:
File:
Size:
Pick the documents to email to this client as PDF attachments.
View all past, current, and future trips for this client
Upload and manage visa documents for each trip
Upload and manage insurance documents for each trip
View archived data for finalized trip
This will create a copy of the itinerary for each selected traveler.
Drag & drop all travel documents here
Supports: PDF, Images, ZIP files
Archive and delete documents according to policy
These will be archived automatically for data retention and audit purposes.
These will be permanently deleted as they are no longer needed.
For security, you must change your password before continuing.
Enter a new password for
Warning: This action cannot be undone!
You are about to permanently delete client (TB Ref: ) and all their associated data including itineraries, documents, and messages.
No document was identified as the full itinerary for this trip. If one of these is the itinerary, pick it so it shows in the client's app. Otherwise skip.
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Travel Billy Support