Agency workflow answer
When should an agency review an itinerary before sending it to a client?
Review before a client sees the plan whenever the itinerary has meaningful cost, complexity, safety, accessibility, supplier, or brand risk. Even small agencies benefit from a clear reviewed-versus-draft boundary.
Why it matters
The agency process has to stay clear before the client sees the plan.
A second look can catch pacing problems, missing handoff details, unsuitable content, and client-specific constraints before the proposal becomes part of the client relationship.
Common agency workflow
- Assign the trip to the advisor responsible for the client.
- Check route, dates, stops, accommodations, transport, booking handoff, quote language, and client-specific constraints.
- Use manager review for high-value, complex, or policy-sensitive trips.
- Create the proposal only from the reviewed revision.
Where this step can go wrong
- A manager approves one version but the trip changes later.
- Review comments are copied into client-facing text.
- Templates carry over old assumptions without review.
- Small teams rely on memory instead of a visible readiness state.
Platix example
How Platix supports this step.
- Platix separates advisor assignment, private trip work, template reuse, manager review, and proposal publishing.
- Review can be tied to the trip revision so stale approval does not authorize newer edits.
- Templates are sanitized starting points, not published client records.
Boundary
What Platix does not replace.
- Review status does not replace the agency's legal, supplier, or quality-control obligations.
- Self-approval should be an explicit agency decision, not an invisible default.
Product guides
Use the exact Platix controls.
Questions
Does every itinerary need manager review?
Not always. The agency should decide based on risk, client value, complexity, and internal policy.
What is stale review?
A review becomes stale when the private trip changes after the reviewed revision.
Can templates skip review?
No. Templates can speed up work, but the new client itinerary still needs review.