Plan Harmony Help Center

Plan Harmony

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Help Center

For Travel Agencies

For Travel Agencies

Set up and manage your travel agency on Plan Harmony

Adding Clients to a Trip

Add clients to a trip in Plan Harmony from your agency's client roster or by email. Clients can view the itinerary, receive updates, and collaborate on trip planning.

Updated Mar 23, 2026

Agency Profile, SEO & Discovery

Set up your Plan Harmony agency profile with specialties, featured trips, and destination expertise so prospects find you in directory search and Google.

Updated Mar 22, 2026

Commission Tracking

Track supplier commissions across your trips. Log expected payments, record when commissions arrive, and see your outstanding balance at a glance.

Updated Mar 24, 2026

Custom Domain Setup

Serve your Plan Harmony agency profile on your own branded domain (e.g., travel.youragency.com) with a simple CNAME record.

Updated Mar 22, 2026

Custom Forms and E-Signatures for Travel Agencies

Build custom forms to collect credit card authorizations, travel waivers, and e-signatures from clients. Share forms via link, track responses, and link them to client records.

Updated Mar 24, 2026

Online Payments with Stripe

Accept online invoice payments from clients by connecting your Stripe account to Plan Harmony. Payments flow directly to your Stripe account.

Updated Mar 22, 2026

Social Media Templates

Create branded social media graphics for Instagram, Facebook, and LinkedIn using customizable templates — no design skills required.

Updated Mar 22, 2026

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