Purpose
Advisors need to manage more than their own vacation. They work with multiple travelers and trips at different planning stages, each with different next actions.
Advisor workflow
A structured workflow helps separate early requests from proposed arrangements and confirmed travel.
- Collect client trip information
- Research and prepare options
- Present a proposal
- Record decisions
- Organize the final itinerary
Client-facing experience
The traveler should receive a clear view of their own proposal and itinerary without being exposed to the advisor’s internal management work. DItinerary is designed around this relationship.
Frequently asked questions
Questions about travel advisor accounts
Is a travel advisor account the same as a traveler account?
No. Advisor accounts support professional client workflows, while traveler accounts focus on the person taking or organizing a trip.
Can advisors prepare proposals?
Yes. The proposal workflow helps present trip options before the selected arrangements become the final itinerary.
Can independent advisors use it?
The advisor experience is relevant to independent advisors as well as professionals working with an agency.