Head spinning with CRMs - Help! Tools to Track Expenses? Fall Foliage Tour Bookings.

Head spinning with CRMs - Help! Tools to Track Expenses? Fall Foliage Tour Bookings.

Author: Host Agency Reviews October 18, 2024 Duration: 22:59

In episode 178 Steph is co-hosting with Jennifer Dugan of Dugan’s Travels! Here are the questions for this week! 

1. I loved the HAR CRM and Itinerary article. My head is spinning: I've looked at so many, Planiteasy, Travefy, Traveljoy, Unmapped, Axus, Tess, Tern. Which one can I either forward the email confirmation from hotels/air/car and it will input all the details not just the confirmation, dates... like prices, room type and cancel policies, or do they all make you enter this again to create the client itinerary once finished booking the reservation? Which let you import confirmations directly from suppliers and help create itineraries?

So yes I want a unicorn, a central repository for all my client's profiles and their bookings, plus the ability to create and send itineraries...that are of course beautiful.   Haha.

-Janette 

2. Does anyone have a place that they can recommend to track expenses?  I'm using an excel spreadsheet and honestly I'm not a fan of it. -Dina

3. Hi there! I have a client wanting to go on a fall foliage tour back east this year. I already quoted her a land tour, but now she’s asking about a train tour. Walking a lot would be a problem for my client. How should I balance all of these requests and find the right suppliers? Thank you for all your feedback. -Anonymous





RESOURCES:


Find itinerary builders, read over 90 advisor reviews + more in HAR’s new travel agency software list! (https://hostagencyreviews.com/travel-agency-software)

Freshbooks. https://www.freshbooks.com/

Xero. https://www.xero.com/


Quickbooks. https://quickbooks.intuit.com/

Expensify. https://www.expensify.com/

What travel expenses can you (and can’t you) write off? https://hostagencyreviews.com/blog/travel-expenses


Travel agents, here’s how to qualify clients. (Tutorials + real-life examples) https://hostagencyreviews.com/blog/how-to-qualify-clients-travel-agent


Host Week EduSpot: Shifting Identities - Making Travel More Accessible. https://www.youtube.com/live/tT7cHbr_y-g?feature=shared&t=19139

 Host Week EduSpot: Growing Your Business Through Accessible Travel. https://www.youtube.com/watch?v=g0cSwYJxyOU&t=15922s

Dugan's Travels’ profile with reviews and info (https://hostagencyreviews.com/hosts/dugans-travels)


https://www.facebook.com/duganstravels/


Hosted by the team at Host Agency Reviews, this audio channel blends two distinct formats into one practical resource. The first is Travel Agent Chatter, a quarterly series of spotlight interviews that dive deep into the experiences of working travel advisors. These longer conversations explore the real stories behind the careers, covering the nuances of building a business, personal client triumphs, and the cultural insights gained from a life in travel. The companion series, Friday 15, operates on a completely different rhythm. Every week, a focused fifteen-minute episode tackles specific questions from the travel industry, offering direct advice and timely insights that are both concise and immediately useful. Together, this podcast creates a balanced mix of inspirational narrative and actionable strategy. Whether you're seeking motivation from peer journeys or need quick answers to pressing professional questions, the channel is designed to support the daily realities of travel entrepreneurs. It’s a resource that understands the industry's blend of passion and pragmatism, delivered through the authentic voices of those who are deeply embedded in this world. Tune in for thoughtful perspectives that are as varied and dynamic as the travel profession itself.
Author: Language: English Episodes: 100

Travel Agent Chatter | Friday 15
Podcast Episodes
CC Auths? Charging Fees? Switching Hosts? [not-audio_url] [/not-audio_url]

Duration: 14:50
This week’s Friday 15, we're welcoming Uniglobe Travel Center! Let’s have some fun, plus some questions to discuss this Friday at 12 pm CST. Join us!I have several corporate clients that pay with the same card throughout…
Suppliers? Rebranded? Credit Card Authorizations? [not-audio_url] [/not-audio_url]

Duration: 19:05
This week’s Friday 15, we're welcoming NEST Plus with April! Let’s have some fun, plus some questions to discuss this Friday at 12 pm CST. Join us!When choosing a supplier to work with, what are some questions to ask the…
Reasonable fees? Preferred Suppliers? Thresholds for access? [not-audio_url] [/not-audio_url]

Duration: 17:41
This week’s Friday 15, we're welcoming Travel Leaders Market Square with Kelly and Rochelle! Let’s have some fun, plus some questions to discuss this Friday at 12 pm CST. Join us! How do I decide what reasonable travel f…
Chargebacks? Partnerships? FAM as new advisor? [not-audio_url] [/not-audio_url]

Duration: 16:38
This week’s Friday 15, we're welcoming Sava Travel and Byrd! Let’s have some fun, plus some questions to discuss this Friday at 12 pm CST. Join us! How can travel advisors protect ourselves against fraudulent chargebacks…
Client communication? Niches? Quoting Clients? [not-audio_url] [/not-audio_url]

Duration: 15:25
This week for the Friday 15, we're opening 2026 with OASIS Travel Network and Chelsea! Let’s have some fun, plus some questions to discuss this Friday at 12 pm CST. Join us! I have been listening to past Friday15’s and s…
Family travel? First year focus? Marketing activities? [not-audio_url] [/not-audio_url]

Duration: 30:17
This week for the Friday 15, we've got a final in-house HAR special with the entire HAR crew, Shayna Zand, Abbey von Gohren, Rita Perez and Jenn Myers! So much to catch up on, plus some questions to discuss this Friday a…
What to Expect With Hosts? LLC’s? Partnerships? [not-audio_url] [/not-audio_url]

Duration: 24:29
This week for the Friday 15, it’s the RETURN OF STEPH LEE as she cohosts with Lori Speers of Levarte, now a KHM travel company. So much to catch up on, plus some questions to discuss this Friday at 12 pm CST. Join us! I…
FIT best practices? Costs to join a host? Niche and make money? [not-audio_url] [/not-audio_url]

Duration: 27:53
This week for the Friday 15, Shayna co-hosts with Sheila Folk of Travel Industry Solutions. We’ve got a bunch of great questions to discuss this Friday at 12 pm CST. Join us! I'm very confused and overwhelmed by the FIT…
Help with BDMs! Group Bookings? Commission Splits? [not-audio_url] [/not-audio_url]

Duration: 22:35
This week for the Friday 15, Shayna co-hosts with Jennifer Dugan of Dugan’s Travels! This week we’ve got a bunch of great questions to discuss this Friday at 12 pm CST, and you know it’s gonna be good. Join us! I worked…