Appearance
Customers and the traveller portal
Everyone who books with you appears in Customers automatically, with their bookings, enquiries and lifetime value. Travellers get their own portal on your website, where they sign in with a one-time email link to see bookings, pay balances and download documents.
Where to find it
Console › Customers On your website: My bookings (/account)
The customer list
Each row shows bookings, travellers, lifetime value, last booked and next trip.
| Segment | Shows |
|---|---|
| All customers | Everyone who has booked |
| Repeat travellers | Customers with more than one booking |
| Trip coming up | Customers with an upcoming trip |
Search by name or email. Sort by Recently booked, Highest lifetime value, Most bookings or Name A–Z.
A customer's page
Open a customer to see:
- Lifetime value and average per booking
- Paid bookings, repeat traveller status and travellers across all trips
- Next trip
- Every Booking and Enquiry with links
Choose New booking to book them again with their details filled in, or Email to write to them.
Repeat travellers
Repeat travellers are your cheapest bookings. Use the Repeat travellers segment before launching a new trip.
The traveller portal
Travellers don't need a password.
- On your website, the traveller chooses My bookings (or opens the link in any booking email).
- They enter the email they booked with and choose Email me a sign-in link.
- They open the link (valid for 30 minutes, single use) and are signed in on that device for 30 days.
They can also find a single booking with its Booking reference and Surname on the booking.
What travellers can do
| In the portal | Details |
|---|---|
| See all bookings | Upcoming and Past & cancelled |
| Booking page | Trip, date, travellers, what's paid and what's due |
| Pay the balance | Pay … now, or Pay the full … instead with instalments |
| Add to calendar | Downloads an .ics file for any calendar app |
| Confirmation (PDF) | Booking confirmation and receipt |
| Before you travel | Add traveller details and sign waivers, when those plugins are on; send each group member their own link |
| Contact you | Contact us |
Add My bookings to your header menu or header builder so travellers can always find it.
Privacy
Customers are created from bookings only. Travellers see only their own bookings, after proving they own the email address.