Agency trips are private working records. Build them carefully, review them internally, and only then create client-safe proposals.
Start a trip
Open Trips and choose how to start under New trip: From a client brief (AI), From a PDF itinerary, From a template, or Blank. Only the ways your workspace has are shown. Use Advisor-reviewed Trip Briefs when client intake needs review before becoming planning instruction.
The trip page
Each agency trip has its own page. Open it from a trip row on Trips, or from the Overview.
- The top shows the client, destinations, dates, travelers and advisor, the stage the trip has reached (Draft, Internal review, Proposed, Client approved, Booked, Traveling, Completed), and one Next step, such as Create proposal, Create client link, Reply and revise, Add bookings or Share final itinerary. Choosing it takes you to the place where it's done.
- Itinerary shows where the trip came from and whether the current version is approved, with Open editor and Move to stage for stages you set by hand, such as Booked.
- The trip's proposals and bookings follow on the same page.
If a client hasn't opened a proposal link for three days, the next step becomes Send a fresh link. Platix shows a full link only once, so resending means creating a new link, which replaces the old one.
Choose how AI uses the brief
When strategy controls are enabled, choose the planning approach before drafting:
- Use as inspiration lets Platix design the route and discover places that fit the brief.
- Preserve must-dos keeps the exact places you approve and fills sensible gaps around them.
- Follow places exactly limits ordinary activity discovery to the Google-verified places you approve.
The last two options pause for a place review. Check the verified names and addresses, remove anything that should not be authoritative, and clarify any unresolved venue before creating the draft. The resulting trip stays private and continues through the same review lifecycle as other agency trips.
Keep the trip assigned to the advisor or team member responsible for the client work.
Review before delivery
Check dates, overnight bases, stop order, transportation, supplier details, practical notes, and client-specific requirements.
Use manager review when the agency requires approval before proposals or final delivery. Owners and admins set this in Settings, under Review policy. Review comments belong in the agency workspace and should not be copied to clients unless intentionally rewritten for client-facing use.
Keep internal work private
Internal notes, net costs, supplier references, private booking records, and unfinished ideas should remain inside the agency trip.
A proposal is the selected client-safe snapshot. Do not send the raw agency workspace as the client review surface.
Update the trip after feedback
When a client asks for changes, update the trip first. Then create or publish a revised proposal version if the client needs to review the changed itinerary.