🔎

Dashboard

Today This Week
Overview widgets (Leads + Bookings)
18Total Active Bookings
06Upcoming Tours
12Completed Tours
₹ 1,25,000Pending Payments

Lead Temperature

Hot: 12 Warm: 34 Cold: 51
Priority-based follow-up suggestions (wireframe):
  • Hot leads: follow up within 2 hours
  • Warm leads: follow up within 24 hours
  • Cold leads: nurture campaign / reminder in 3 days

Booking Dashboard (Cards)

Customer-wise booking summary (sample cards)
Arun Nair
Upcoming
Package: Dubai Explorer 5D/4N
Paid: ₹ 80,000 Pending: ₹ 20,000
Start: 12 Mar 2026 End: 16 Mar 2026
Shalini Menon
Pending Payment
Package: Thailand Highlights 6D/5N
Paid: ₹ 45,000 Pending: ₹ 35,000
Start: 22 Feb 2026 End: 27 Feb 2026

Leads – Priority Views

Hot Warm Cold
Filter leads by temperature + suggested follow-ups
Lead
Mobile
Interested Package
Temp
Actions
Arun Nair
Budget: Mid | Travel: Family
+91 98xxxxxx10
Dubai Explorer 5D/4N
Hot
Open
Shalini Menon
Budget: Premium | Travel: Couple
+91 97xxxxxx52
Thailand Highlights 6D/5N
Warm
Open

Lead Profile – Custom Itinerary + Preferences

One-click WhatsApp redirects to https://wa.me/<number>
Lead Temperature: Hot Change:
Linked Package:

Preference Capture

Custom Itinerary Builder (Lead-Level)

Day-wise customization + activity selection + optional attractions

Day 1 – Arrival & City Tour

Airport Pickup Hotel Check-in City Tour Optional: Aquarium Visit

Packages Module

Country-wise packages (pricing, duration, inclusions/exclusions, validity, seasonal pricing)
Package
Country
Duration
Base Price
Actions
Dubai Explorer
Validity: Jan–Apr 2026
UAE
5D/4N
₹ 95,000
Edit Itinerary
Thailand Highlights
Validity: Feb–Jun 2026
Thailand
6D/5N
₹ 80,000
Edit Itinerary

Create / Edit Package

Country-wise Pricing
Optional: rules like Peak Season (Dec–Jan) +₹10,000

Itinerary Builder (Package-Level)

Day-wise planning + activity selection + upload images/PDFs + clone/edit

Day 1 – Arrival & City Tour

Airport Pickup Hotel Check-in City Tour

Reusable Templates

Save itinerary patterns and reuse across packages
Template
Country
Days
Last Used
Actions
Dubai Standard 5D
Includes city + desert safari
UAE
5
02 Feb 2026
Thailand Family 6D
Bangkok + Pattaya
Thailand
6
28 Jan 2026

Clone / Edit Itineraries

Buttons appear at package-level and lead-level: Clone, Edit, Save as Template

Package–Lead–Quotation Integration

Auto-attach itinerary Customization per lead
Packages link to leads → itinerary auto-attaches → dynamic pricing updates

Quotation List

Auto-attached itinerary + pricing snapshot + history
Quotation
Lead
Package
Total
Actions
QTN-2026-0012
Created: 03 Feb 2026
Arun Nair
Dubai Explorer
₹ 1,00,000

Bookings Module

View all bookings + filter by date/status/customer/country
Customer
Package
Dates
Balance
Actions
Arun Nair
UAE
Dubai Explorer
12 Mar – 16 Mar 2026
₹ 20,000
Open
Shalini Menon
Thailand
Thailand Highlights
22 Feb – 27 Feb 2026
₹ 35,000
Open

Booking Profile (Overview Page)

Active
Full overview: payment history, balance tracking, schedule, documents, notes
₹ 1,00,000Total Package Amount
₹ 80,000Paid Amount
₹ 20,000Pending Amount

Tour Schedule

Start: 12 Mar 2026 End: 16 Mar 2026 Duration: 5D/4N

Payment History (Manual Entry)

Date
Mode
Amount
Status
Ref
01 Feb 2026
UPI
₹ 50,000
Received
TXN-8H2K
03 Feb 2026
Bank
₹ 30,000
Received
NEFT-22A1

Documents + Notes

Booking Documents

Passport copy, visa, tickets, hotel vouchers, itinerary PDF...
itinerary.pdf tickets.pdf voucher.pdf

Notes & Remarks

Masters / Lookups (Wireframe)

Configure dropdowns and checklists used across modules:
  • Countries
  • Activities / Attractions
  • Hotel categories
  • Transport types
  • Payment modes
  • Booking status

Reports (Wireframe)

Sample reports:
  • Lead conversion by temperature
  • Booking revenue by month/country
  • Pending payments aging
  • Package performance (quotation→booking)