Agency workflow answer
Why should a travel agency keep the working itinerary private?
The working itinerary should stay private because it may contain drafts, supplier references, internal notes, costs, review comments, and unfinished decisions. Clients should receive a selected proposal, not the raw workspace.
Why it matters
The agency process has to stay clear before the client sees the plan.
A private working record lets advisors collaborate honestly while protecting client trust. It also prevents accidental edits or premature exposure of pricing, supplier, or operational details.
Common agency workflow
- Create the private agency trip from a brief, template, import, AI draft, or blank plan.
- Assign the responsible advisor and keep review notes internal.
- Add days, stops, logistics, booking handoff records, and quote options.
- Only publish a client-safe proposal when the selected content is ready.
Where this step can go wrong
- The client sees draft work as final.
- Internal costs or supplier notes appear in client-facing material.
- Team members cannot tell whether a trip is ready for proposal.
- A client link changes silently when the private trip changes.
Platix example
How Platix supports this step.
- Platix agency trips are organization-owned private working records.
- A proposal is a separate immutable snapshot selected from that trip.
- Later private edits do not silently change what the client already reviewed.
Boundary
What Platix does not replace.
- A private agency trip is not a public Platix trip.
- Clients should not be invited into the agency workspace for ordinary proposal review.
Product guides
Use the exact Platix controls.
Questions
Can a client edit the private trip?
No. The client-facing proposal and final itinerary are read-only projections.
Why not just send the trip?
The trip may include internal and unfinished material. The proposal lets the agency choose what is safe to show.
Can multiple proposals come from one trip?
Yes. Each proposal version should remain tied to exactly what the client reviewed at that time.