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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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When enabled, clients can upload receipts from the app and they will appear in your portal under each client's profile.
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View all past, current, and future trips for this client
Upload and manage invoices for each trip
Upload and manage visa documents for each trip
Upload and manage insurance documents for each trip
View archived data for finalized trip
Travel documents (Visas, Insurance, and Invoices) are uploaded directly to each trip.
This will create a copy of the itinerary for each selected traveler.
Drag & drop all travel documents here
Supports: PDF, Images, ZIP files
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Ask questions like "What destination would you recommend for their next trip?" or "Suggest a 2-week itinerary based on their preferences"
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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.
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You are about to permanently delete client (TB Ref: ) and all their associated data including itineraries, documents, and messages.
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