Set up the workspace
Claim the invitation using the intended business email, confirm authority, add the agency profile, activate proposal and final-itinerary disclaimers, then invite the team.
For travel professionals
Run client work through the agency workspace.
Start with the complete first-client workflow, then use the focused guides for intake, planning, review, proposals, delivery, and workspace administration. Visible controls depend on your role and enabled features. New to the workspace? See how Platix works for travel advisors, or read the broader agency workflow answers.
Set up your agency workspace and deliver your first client tripHow do agency team roles and access work?Clients and intakeAdvisor-reviewed Trip BriefsBuild and review agency tripsTemplates and manager reviewAI-assisted trip draftingPDF importProposals and client-safe snapshotsHow do client-facing disclaimers work?Client feedback and revisionsBooking handoff and quotesFinal itinerary, live traveler link, PDF, and calendarHow do live traveler itinerary links work?Track client proposal activityBilling and entitlementsDirectory and inquiriesEnterprise controlsHow do I close an agency workspace?
Add teammates safely
Give each person their own account. Use owner or admin for workspace administration, manager for review, advisor for assigned client work, and billing only for subscription tasks.
Capture a client brief
Create the client record, collect only necessary contact and trip requirements, assign an advisor, resolve intake questions, and approve the brief before planning.
Create and review a trip
Start from a blank trip, an approved template, or a reviewed PDF import. When AI trip drafting is enabled for an approved pilot workspace, it can turn an advisor prompt or approved brief into private, assigned agency work. Review every draft before it reaches a traveler.
Publish a client proposal
Choose client-safe content and the active disclaimer. Publishing creates an immutable version; later edits require a new proposal version.
Collect feedback
Issue a revocable proposal link, respond to day or stop feedback, record the client decision, and resolve requested changes before final delivery.
Record booking handoff
Keep supplier references, internal notes, net costs, and quote work private. Only explicitly selected client instructions enter a proposal, live itinerary, or final artifact.
Deliver the final itinerary
Finalize a published proposal, then create a secure read-only traveler link for phone or laptop access. PDF and calendar exports can accompany the same client-safe projection.
Import an existing PDF
Upload a text-based PDF only when the pilot enables imports. Review every extracted field and unresolved item before creating a private trip. OCR for scanned PDFs is not yet supported.
Directory and inquiries
Submitting a profile or showcase does not publish it. Platix reviews public teaser copy separately; private trips, client data, IDs, internal notes, and object keys are never part of the directory projection.
Access, suspension, and export
Owners can manage membership and feature access. Contact support for a pilot export, access incident, suspension review, or workspace closure. Platix is not an emergency travel contact.
Need help?
Contact the Platix team.
Email support@platix.io. Do not send card data, identity documents, passwords, or emergency traveler requests.