Agency workflow answer
How should agencies separate booking operations from client-facing trip plans?
Keep booking operations private by default. Supplier references, internal notes, net costs, commission expectations, and troubleshooting details should stay in agency handoff records. Only reviewed client-facing instructions or quote summaries should enter a proposal or final itinerary.
Why it matters
The agency process has to stay clear before the client sees the plan.
Itinerary planning and booking operations overlap, but they are not the same record. Agencies need private operating detail while clients need clear, polished, safe instructions.
Common agency workflow
- Create booking records for lodging, transport, activities, dining, insurance, or other operational items.
- Keep internal references, net costs, commission, and troubleshooting notes private.
- Mark client-facing booking or quote fields eligible only after review.
- Select eligible items into a proposal or final itinerary deliberately.
Where this step can go wrong
- Supplier net costs or margin are exposed to the client.
- A tentative hold looks like a confirmed booking.
- Internal instructions are copied into traveler-facing notes.
- Quote validity or availability assumptions are unclear.
Platix example
How Platix supports this step.
- Platix booking handoff records and quote options belong to the private agency workspace.
- Eligible for proposal means selectable later; it does not publish the record by itself.
- Proposal and final itinerary versions include only the reviewed client-safe projection.
Boundary
What Platix does not replace.
- Platix does not replace the booking system of record.
- Payment processing, supplier confirmation, refunds, and emergency travel operations remain agency responsibilities.
Product guides
Use the exact Platix controls.
Questions
Does marking a record proposal-eligible publish it?
No. It only allows the advisor to select it while building a proposal.
Should net costs ever appear in a proposal?
Generally no. Client-facing gross amounts and summaries should be reviewed separately.
Can booking notes appear in the final itinerary?
Only client-facing instructions selected into the final projection should appear.