Clients
Keep everything you know about a client on one file.
When a client calls, whichever agent picks up can see their passport, preferences, loyalty numbers, family and documents.
Take a photo of a passport instead of typing it in.
Dyno, your AI assistant, fills in the name, number, nationality and expiry date. If the passport expires too soon for the trip, you get a warning.
Clients shouldn’t have to tell you twice how they like to travel.
An aisle seat, no shellfish, a high floor: save it on the file once, and any agent on your team can see it before they book.
Book the whole family without asking for loyalty numbers again.
Save each client’s airline and hotel programs and Global Entry number once. Link family members and travel companions, each with their own passport, and their details fill in when you book.
One form brings back passports, dietary needs and a signature.
Your client fills it in and signs it on their phone. The answers are saved on the client file, so nobody has to copy them over from an email.
Your clients get their own app.
They can open their itinerary, bookings and documents at any time, so they don’t have to call you on a Saturday for a flight time. When they do need you, they can chat with you in the app.
Bring your client list over from your spreadsheet or CRM.
14 days free. No card needed. Then $35 a month for you and $24 a month for each teammate, billed annually.