Travel with Small Children? How To Organize Digital Info?

Travel with Small Children? How To Organize Digital Info?

Author: Host Agency Reviews March 14, 2025 Duration: 24:23

In episode 199, Steph and Shayna co-host with Jennifer Dugan of Dugan’s Travels! Here’s the questions they’ll tackle this week. Please join us! 

1. What is your favorite place to travel with children under 5?  ---Staci W.

2. Hi guys, my question is about organizing and processes. Working independently it's difficult to see how other people organize not only their workflow but how they store 

their information to recall it. From as simple as an A-Z address book to put formats or special codes for suppliers, sometimes you just want things simple and quick.

I struggle with how to set up my files to recall information. I see Steph saying "oh I'll attach a link …" and she retrieves it.


Any tips on how to organize computer files? Any help on notes on webinars watched?

Thank you! —Theresa W.





RESOURCES:


➡️ Project Management Software: Trello, Asana, Monday.com

➡️ Software that allows different programs to pass information between them: Zapier

➡️ HAR’s list of travel agency CRMs https://hostagencyreviews.com/travel-agency-software/category/crm


➡️Voices of Innovation: Celebrating Women's Leadership in Travel | Host Agency Reviews https://hostagencyreviews.com/travel-conferences-events/2025/voices-of-innovation-celebrating-women-s-leadership-in-travel


➡️Ways to Contact Jennifer! 

Dugan’s website https://joindugans.com/


Dugan’s HAR profile–ask your questions and read reviews https://hostagencyreviews.com/hosts/dugans-travels


Dugan’s Facebook page https://www.facebook.com/duganstravels


Dugan’s Instagram https://www.instagram.com/duganstravels/



➡️Submit questions, sign up for reminders for the F15, along with that week's questions we'll be covering! https://hostagencyreviews.com/friday15 



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
Billing for FIT Trips? How Do Leads Work? [not-audio_url] [/not-audio_url]

Duration: 28:45
Steph and Shayna welcome Sheila Folk of Travel Industry Solutions to cohost the Friday 15 this week! You can check out TIS’s profile here on our brand-new travel tech software profiles.Here are the juicy questions they’l…
How To Organize Contacts? Should I Go Out On My Own? [not-audio_url] [/not-audio_url]

Duration: 29:58
In episode 198, Steph Lee co-hosts with a longtime friend of the Friday 15, April Swales of Uniglobe Travel Center. They’ve got two especially in-depth questions, so have a look and tune in Friday 12 pm CST! 1. Do you ha…
When to LLC? How To Be a Sub-Agent? Worried About Refunds! [not-audio_url] [/not-audio_url]

Duration: 16:48
In episode 197, Steph Lee hosts and Andavo Travel is our sponsor. (Thanks, Andavo!) Here's a taste of the questions she'll cover! 1. At what point should you LLC (so as to protect your assets), even if your income is not…
System for Supplier Contacts? Go Independent? Thank You Gifts? [not-audio_url] [/not-audio_url]

Duration: 20:13
In episode 196, our very own Mary Stein co-hosts with the one and only Jenn Lee of Vacation Planners! Here’s the questions they’ll tackle this week! 1. Do you have a good system for organizing all your travel BD contacts…
When to LLC? How to Deal with Failure? Which Course To Take? [not-audio_url] [/not-audio_url]

Duration: 20:58
In episode 195, we have a HAR Team special with Shayna Zand and Rita Perez! Here are the questions they’ll cover in this week’s episode! At what point should you LLC (so as to protect your assets), even if your income is…
What CRM for Credit Cards? Too Many Hosts!! How to Assess Fees? [not-audio_url] [/not-audio_url]

Duration: 26:53
In episode 192, Steph cohosts again with Jennifer Dugan of Dugan’s Travels! Here are the questions they’ll cover!1. ​​Hi I’m a new independent travel advisor just getting ramped up and which CRM is recommended for CC pay…