Capture the brief
Keep client intake, trip requirements, and the working itinerary in one private agency workspace.
Platix for travel advisors
Build client-ready trips without rebuilding the document every time.
Turn a client brief into a private, editable itinerary. Review it with your team, publish a clean proposal, collect feedback, and hand over the final trip from the same workspace.
- 30 daysafter onboarding
- No credit cardrequired
- Guidedsetup with the Platix team
One working record
From first brief to final handoff.
Review before clients see it
Assign advisors, request manager review, and publish an immutable proposal version only when it is ready.
Present it professionally
Share a client-safe interactive proposal, collect structured feedback, and deliver a secure live itinerary link, branded PDF, and calendar.
Keep booking work separate
Track quotes, reservation references, costs, and handoff details without turning Platix into the booking system of record.
Agency workflow questions
Useful answers for how advisors work with clients.
Client intake
A practical client-intake workflow for travel advisors, including what to collect, what to avoid, and how Platix turns intake into structured agency work.
Read answerTrip Brief
How a travel agency can turn raw client requests into advisor-reviewed planning instructions before building an itinerary.
Read answerAI drafting
A controlled AI itinerary drafting workflow for agencies, including source briefs, review steps, partial results, and advisor responsibility.
Read answerPrivate trip workspace
Why agencies should separate the internal itinerary workspace from the client-facing proposal, with Platix as a structured example.
Read answerA deliberate boundary
Your agency remains in control.
Platix helps shape and present the itinerary. It is not the booking agent, merchant, supplier, insurer, accounting ledger, or emergency travel service. Client-facing content stays separate from internal costs, references, and working notes.
Founding pilot
Start with one real client workflow.
We will set up the workspace, import or structure a sample itinerary with you, invite the team, and walk through review and client delivery. The pilot begins after that onboarding session.
Apply for the 30-day pilotQuestions
When does the 30-day pilot begin?
After the onboarding session, not when you submit the application. The pilot does not convert automatically into a paid subscription.
Is a credit card required?
No. The guided founding pilot does not require a credit card.
Does Platix book travel for clients?
No. Platix is an itinerary and proposal workspace. Your agency and booking systems remain authoritative for supplier reservations, payments, and emergency support.
Can I upload client information?
The pilot supports bounded itinerary and intake information. Do not upload payment-card data, passports, government IDs, authentication secrets, or unredacted highly sensitive medical information.