Agency workflow answer
How should travel agencies handle itinerary feedback from clients?
Keep feedback attached to the proposal version the client reviewed. Let clients comment on the overall proposal, specific days, or specific stops, then have the agency reply, resolve, or create a revised proposal after updating the private trip.
Why it matters
The agency process has to stay clear before the client sees the plan.
Client feedback is part of the decision record. If comments drift into email threads or mutate the working trip without versioning, the agency loses track of what the client approved or rejected.
Common agency workflow
- Send a proposal link for the reviewed version.
- Collect overall feedback, day feedback, stop feedback, and the client's decision.
- Reply, request clarification, mark items resolved, or reopen them when needed.
- Update the private trip only through agency-controlled revision work.
Where this step can go wrong
- Feedback is spread across email, chat, and calls with no version context.
- The client thinks a comment directly changed the itinerary.
- The agency updates the trip but does not issue a revised proposal.
- Approval is recorded without tying it to a specific version.
Platix example
How Platix supports this step.
- Platix proposal feedback can be attached to the whole proposal, a day, or a stop.
- The agency feedback inbox groups items and tracks open, replied, resolved, and reopened states.
- Create revision from feedback keeps the client proposal immutable and returns the advisor to controlled trip work.
Boundary
What Platix does not replace.
- Clients cannot edit the agency trip directly.
- Feedback is not booking authorization unless the agency's own process treats it that way.
Product guides
Use the exact Platix controls.
Questions
Should clients comment by email or inside the proposal?
Inside the proposal is cleaner because comments stay tied to the version and target they concern.
Can feedback apply to one stop?
Yes. Platix supports feedback on the whole proposal, a day, or an individual stop.
Does resolving feedback change the trip?
No. It closes the feedback item. The advisor still updates the private trip if itinerary changes are needed.