Spend your time with clients, not spreadsheets.
Add a client, generate a client ready itinerary and a budget estimate, then share links the client opens without an account. Built for the solo family and mid luxury advisors who know a spreadsheet is not a business system, and just as easy for any other advisor, without asking you to migrate a client list anywhere.
Most booking platforms are built around the booking. ETP starts from the family: children's ages, pace and the decisions still open shape the draft you send.
Plan one client's whole trip in full, every itinerary, budget, packing list and vote, before you decide whether Advisor Pro is right for the rest of your book.
One client record. Every deliverable.
Add your client.
Name and email are enough to start. Add the travelling party, dates and preferences as you learn them.
Generate the itinerary, budget and packing list.
AI drafts a day by day itinerary and a smart packing list; the budget estimate uses live flight and hotel lookups where they are available, and says so where they are not.
Share links the client opens without an account.
Itinerary, budget, packing list and a Family Vote for the parts they still need to decide, each opened without creating an account, or all of them together from one combined client link.
Built for family trip advisors, and easy for any advisor to use.
One login for the research and deliverables you would otherwise assemble from three separate tools and a notebook, and for the running of the business behind them.
Client tracker
Every client's dates, party size, budget band and generated deliverables live on one record you can find in seconds.
AI itinerary
A day by day plan drafted from your client's dates and party, ready to hand over or adjust before you send it.
Sourced budget estimates
Flight and hotel figures from live lookups where available, otherwise sourced ranges, with every line marked Estimate, Quote or Confirmed, plus the hidden costs a client would otherwise discover after booking.
Family vote
Send the parts of the trip a client's household has not agreed on to a quick vote, so you are not stuck relaying opinions by email.
Co-branding
Client-facing pages and share links under your own business name and logo, set once in your workspace.
Your clients stay yours
No marketing to your clients, no upsell on your itineraries, your name on every share link. Advisor Pro: Your badge, not ours.
- Client intake forms
- A form link the client fills in, which lands on their record.
- Proposals
- Priced options on one link, where the client records their choice.
- Bookings inbox
- Forwarded confirmations attached to the right client and trip.
- Tasks and reminders
- Due dates per client, with the week ahead on your dashboard.
- Invoicing
- Planning fees and deposits invoiced and paid by card through Stripe.
- Supplier commissions
- What each supplier owes you, reconciled against their statements.
- Client documents
- Tickets, vouchers and confirmations shared on the client link.
- Group trips
- One trip, many travelling parties.
- Agency seats
- One workspace for a small team, with clients assigned between you.
- Destination briefs
- AI destination research drafted from the client's intake answers, within a monthly allowance.
It does not book travel or connect to a GDS: you book where you book today, and the confirmations come back here.
Time to a first draft, not to a booked trip.
Same client, same family of five, same destination. The difference is where your time goes.
- Research destinations by hand2 hrs
- Draft a day by day plan in a doc1.5 hrs
- Look up indicative flight and hotel prices1 hr
- Email back and forth on family preferences45 min
- Assemble everything into one document30 min
- Add the client record2 min
- Generate the AI itinerary3 min
- Run the budget estimate3 min
- Send the family vote for open questions2 min
- Share the links with the client2 min
Both columns exclude checking prices and availability with suppliers, client revisions and booking, which still take your time.
Honest answers for travel advisors.
Your clients stay yours: how we handle marketing, upsell and referral links on your deliverables.
Is this a CRM replacement?
What can I actually generate for a client?
Do I need to be a licensed agent, or based in the United States?
How is the client itinerary shared?
How many client itineraries can I generate?
What does it cost?
Do I earn anything for referring clients who subscribe?
Can I use my own business name with clients?
More ways to earn and plan.
Not taking on clients directly? The Partner Programme pays the same way for anyone who sends us a family.
Partner Programme
Share a referral link with your audience instead of managing individual client records.
Smart Packing
Auto-built from a client's itinerary, the typical weather for the travel month and kids' ages. Good for a last step before travel day.
Family Vote
Kids feel heard, parents stay in charge with double vote weight. Useful whenever a client's family is stuck choosing.
Open your first client record today.
Free to open. No CRM migration. Your first draft itinerary can be ready before your next call.