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 answerAgency workflow answers
How agencies move from first client request to final itinerary.
These guides answer common travel-advisor workflow questions first, then show how Platix can support each step without replacing the agency, booking system, or client relationship.
Client lifecycle
Read the step you are trying to improve.
Trip 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 answerManager review
How agencies can use advisor assignment, manager review, revision checks, and templates before client delivery.
Read answerClient proposal
What belongs in a travel proposal, what should stay private, and how Platix creates client-safe proposal snapshots.
Read answerClient feedback
A structured client feedback workflow for travel proposals, including day-level and stop-level comments, status, and agency-controlled revisions.
Read answerProposal revisions
How agencies can handle v1, v2, and later proposal versions without losing the audit trail or confusing the client.
Read answerBooking handoff
How to keep supplier references, costs, quote work, and traveler instructions organized without exposing private operating details.
Read answerFinal itinerary
How travel agencies can decide between final PDFs, calendar files, and secure live itinerary links for traveler delivery.
Read answerAgency branding
How brand profile, colors, logos, disclaimers, proposals, and final itinerary delivery work together for agencies.
Read answerTeam roles and privacy
How owners, admins, managers, advisors, and billing users should be scoped around client work and agency privacy.
Read answerHow this differs from Help
Workflow answers explain the agency process. Help guides explain exact Platix controls.
Use this cluster when you are asking what a travel agency should do with a client. Use the agency Help Center when you need the exact button, setting, role, or operating boundary inside Platix.