How does Planfix help travel agencies capture every request?

Planfix receives inquiries from email, WhatsApp, Facebook, phone, and webforms and turns them into tasks with an owner, status, and SLA. Agents stop working from scattered inboxes. Planner shows upcoming departures, due documents, and expiring holds. Managers get reports by channel and can prove which sources create bookings.

Can agents still reply from email or messengers?

Yes. Planfix centralizes channels but does not force agents to abandon their current behavior. An employee can answer from email or messenger while Planfix keeps the thread attached to the task. Supplier replies, traveler documents, and numbers stay in the booking record, not in personal mailboxes.

What automations can we set up for bookings?

You can automate intake, assignment, supplier follow-ups, document delivery, and reminders. Typical scenarios: create a task from an incoming message, set responsible by language or destination, send a supplier template, check for expiring holds, and notify the traveler. Automations cut retyping and protect time-sensitive bookings.

Is Planfix secure for supplier and traveler data?

Planfix uses role-based access, structured company hierarchy, and detailed audit logs. You can limit what external travelers see through the client dashboard, and internal agents can access only their tasks. Activity on tasks, documents, and automations is logged, so you can track who changed what and when.

Travel Agency Booking and Customer Support Software

Why Every Channel Must Become a Task

Your travelers write from email, WhatsApp, Facebook, phone, and webforms. Each inquiry must become a tracked task with an owner, due date, status, and history. Planfix turns channels into tasks, routes them to the right agent, and keeps supplier, traveler, and finance steps together.

Channel to task

Turn Messages into Tasks

Convert email and messenger requests into tasks with owner, status, and due date.

See Ownership Instantly

Task cards show who owns the booking and when it arrived in the system.

Standardize with Templates

Use booking or support templates so agents ask for the same data every time.

Work in One Task, Not in Five Tools

Traveler conversations, supplier replies, and documents stay in one task. Drag bookings on Planner to reassign, change status, or meet issuance deadlines without retyping. Everyone sees the same record.

Planner in action

Capture Every Request

Confirm Services On Time

Deliver Documents

Support During the Trip

Capture Every Request

Turn email or messenger messages into tasks so nothing is missed.

Auto-assign by language, destination, or source to the right agent.

Use booking templates so data is collected the same way.

Let AI extract names, travel dates, and passengers into fields.

Centralize channels

Confirm Services On Time

Send supplier requests from the task using templates.

Track holds and issuance dates in Planner and calendars.

Store supplier confirmations in the task as a single source of truth.

Use directories for standard services and prices.

Use directories

Deliver Documents

Attach vouchers, itineraries, and tickets to keep history clean.

Share via a client dashboard so travelers see only their items.

Schedule pre-trip reminders to reduce last-minute calls.

Log calls with speech recognition for ready-made reports.

Client dashboard

Support During the Trip

Incoming calls create or update the same task for instant context.

Create change or complaint subtasks to keep an audit trail.

Send feedback or NPS after return to spot weak links.

Use reports so management sees workload and channels.

Telephony and calls

If This Sounds Familiar

Requests get lost

Inquiries arrive in messengers but never reach your core system.

You chase mailboxes

You switch between inboxes to find supplier confirmations and holds.

Deadlines slip

Departure is tomorrow and documents are still not sent to the traveler.

What Your Process Looks Like in Planfix

Every request becomes a task with owner, status, and SLA. Supplier, traveler, and finance actions stay in the same record. Managers see departures, holds, and problem cases on one Planner board. Travelers receive documents on time and support sees full history.

Planner board