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Client Management

A 360-degree view of every client. Bookings, documents, payments, preferences, and communication history — all in one centralized dashboard.

Know Every Client Inside and Out

The best travel agents know their clients personally. Travegala helps you remember everything so you can deliver exceptional service every time.

360° Client Profile

Complete client history — bookings, quotations, documents, payments, preferences, communication. Everything in one place.

Document Management

Store and organize passports, visas, itineraries, invoices, and travel insurance. Automatic expiry alerts.

Communication Log

Full history of emails, calls, SMS, and portal messages. Never lose track of client conversations.

Preference Tracking

Store travel preferences, dietary requirements, seating preferences, loyalty numbers, and special requests.

Payment History

View complete payment history — deposits, installments, final payments, refunds. Outstanding balances at a glance.

Trip History

View every trip a client has booked with you. Past, current, and upcoming — with full details for each.

Client Portal Access

Give clients self-service access to quotes, documents, and trip details. White-label with your branding.

Segmentation & Tags

Tag clients by travel style, destination preferences, loyalty tier, and more. Targeted communication made easy.

Client Management Features

Complete client history in one profile
Document storage with expiry alerts
Communication log across all channels
Travel preference tracking
Payment history and balance tracking
Trip history and loyalty tracking
White-label client portal
Client segmentation for marketing
Automated birthday and anniversary greetings
GDPR-compliant data management

Deliver Personalized Service at Scale

Great travel agents remember the little things — a client's preferred airline seat, their dietary restrictions, their anniversary date. Travegala makes it easy to track and recall every detail.

  • Store detailed client preferences and notes
  • Automatic reminders for birthdays and anniversaries
  • Travel style profiles for personalized recommendations
  • Loyalty program number tracking
  • Past trip history for informed suggestions

Document Management Made Simple

No more digging through email attachments or paper files. Store every client document securely in Travegala — passports, visas, itineraries, invoices, insurance policies, and more.

  • Secure cloud storage for all client documents
  • Automatic expiry alerts for passports and visas
  • Easy upload from client portal or staff dashboard
  • Document version history
  • Share documents securely with clients

Document Types Supported

Passports
Visas
Itineraries
Invoices
Insurance policies
Travel waivers
Booking confirmations
Payment receipts
Vaccination records
Special requests

Delight Your Clients with Travegala

Start free — no credit card required. Set up your client management in minutes.