The household record that outlives any one trip.
Dietary needs, allergies, mobility, celebrations, room preferences, a running note timeline, and every trip they've taken — one durable record per household, so any advisor can pick up exactly where the last one left off.
The real dashboard on a sample agency — click anything.
Preferences that survive advisor turnover
When a client books their fourth trip, the things that matter — the nut allergy, the anniversary, the balcony preference — are on the record, not in a departed advisor's memory. The record belongs to the agency, and it compounds with every trip.
Notes and trips, one running history
Every household carries a running note timeline beside its full trip history. The context of the last conversation and the shape of the last five trips are one scroll — not five systems and a shoebox.
- A running note timeline on every household
- Full trip and booking history
- Dietary needs, allergies, mobility, celebrations and room preferences on file
Clients move deliberately — never silently
An advisor requests a transfer with a reason; only the owner approves it and chooses who receives the clients. Possible duplicates are flagged for a human decision, never merged behind your back. And deletion is owner-only — blocked entirely while any trip is on file.
- Transfers: the advisor requests, the owner approves
- Duplicates flagged, never silently merged
- Deletion is owner-only and blocked while trips exist
Bring your book of business with you
Import a Google Contacts export — up to 5,000 rows at a time. It reads names and email addresses, skips anyone already in your book, and reports every row it couldn't use with the row number and the reason. No mystery about what made it in.
- Up to 5,000 contacts per import
- Names and emails read; anyone already in your book is skipped
- Rejects reported by row number, with the reason
Any advisor can pick up where the last left off
The record belongs to the agency, not to somebody's inbox. When an advisor is out — or gone — the household's history, preferences and open threads are already where the next advisor will look.
Your book of business, on the record
Browse household records on a sample agency in the live demo — or bring your current client spreadsheet to a twenty-minute walkthrough.