For Travel Agencies

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.

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

A practical guide to introducing planning fees without losing clients. Fee structures, sample amounts, how to position the conversation, and how to collect the fee up front.

When a supplier does not pay on time — what to do first, how to escalate, and how to track the chase so nothing slips. Plus: protecting yourself before the booking.

What to ask on your new-client intake form, what to skip, and how to use the form to qualify out bad-fit leads before you book a discovery call.

Agency members can clone an existing trip to jump-start planning for a new client with the same destination or similar itinerary. All events, budgets, and structure copy over to a fresh trip with new dates.

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

How to legally and safely collect credit card authorizations for supplier bookings. What the form must include, what to avoid, and how to use Plan Harmony's CC Auth template.

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

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.

When a client is costing you more than they are paying — the warning signs, the framework for deciding, and how to end the relationship professionally.

A day-by-day plan for moving your client list, trips, commissions, and tasks out of Excel and Google Sheets and into one place — without breaking anything in progress.

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

The specific touchpoints that separate advisors clients remember from advisors clients forget. A detailed 30-day pre-departure and 14-day post-trip sequence — with the tasks, timing, and templates.

How to price a custom trip proposal — what to show, what to bundle, whether to disclose commission, and how to present options in a way that closes.

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

Track follow-ups, deadlines, and workflow steps. Create tasks linked to clients and trips, apply pre-built workflow templates, and receive reminders for due and overdue items.