Moving from spreadsheets
Your agency runs on a spreadsheet. It got you this far.
Genuinely — a well-kept sheet is a real system: cheap, flexible, yours. What it can't do is know what a supplier actually paid, or who answered the inbox. Here is what each piece becomes when it moves.
The translation
What each piece becomes
The commission tab
A ledger that reconciles
Columns become records: what each booking should pay, what the supplier actually sent, and each advisor's split resolved to the cent. A shortfall is flagged to the owner alone, and a weekly statement per advisor replaces the filtered view someone screenshots at month-end.
The shared inbox
A pipeline with a clock
A request from your website lands as a lead with the brief attached — party, dates, budget, must-dos — and a 24-business-hour first-contact clock, instead of an unread email that belongs to whoever opens it first.
The email-someone-to-change-it website
A site you edit in place
Click the headline, change it, publish — no developer, no ticket. Every advisor gets a profile on your brand, and the owner decides who launches a full site of their own.
“I can see what every booking should pay us, what actually arrived, and what's still owed — without opening a spreadsheet. Month-end went from a weekend to a glance.”
Melissa McCallister
CEO, Ticket To Ride · Founding partner, TravelIQ
Ticket To Ride runs 36 advisors on TravelIQ — every page of ticket2ride.co, every lead, booking and payout.
The mechanics
What moves, and how
Step 1
Your client book — imported
Your contacts already live in a tab. Shape it into a Google Contacts CSV export — the quickest path is usually through Google Contacts itself: import the sheet, export the CSV — and TravelIQ takes up to 5,000 rows at a time. Names and emails come in, anyone already in your book is skipped, and unreadable rows come back by row number with the reason.
Step 2
Trips in flight — entered with their real numbers
Bookings still in motion are entered by hand with their actual supplier rate and final-payment date. The moment one is in, the 72/48/24-hour payment alerts and the weekly commission batches treat it like it always lived here.
Step 3
Suppliers and splits — configured once
Your supplier list, each commission rate, and the agency/advisor split are set once by the owner. Every booking written after that carries its split without anyone re-deciding it.
Step 4
Advisor sites — launched one at a time
The owner launches each advisor's site when that advisor is ready. It isn't a big-bang cutover: your book can move first and your sites can follow, advisor by advisor.
Said up front
What you'll do by hand — and why we say so
Booking history
Your booking rows are an archive, and TravelIQ doesn't ingest archives — trips still in motion get entered with their real supplier rates and final-payment dates. The old sheet stays what it has quietly become: your history, excellent at sitting still.
Everything on a contact beyond name and email
The CSV import maps exactly two fields and stops. Phone numbers, addresses, preferences and notes get retyped onto the household record — where they become structured fields instead of a notes column.
We could soften both of those, and you'd find out mid-move. An import that claims everything and silently drops half of it costs more than one that tells you up front what to retype.
Rehearse the move before anything real moves
The whole platform runs in a keyless sample mode — every screen live, none of it wired to your data. Click through the booking screen and the commission ledger on a sample agency first, and move your book only once you've seen where it lands.