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
Travel Agent Chatter | Friday 15
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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

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