Service

Travel agency website development

For owners of independent travel agencies, small tour operators and specialist agencies who need a website that lists what they sell and a system that carries each client from enquiry through versioned itineraries and quotes to a booking file, payments and travel documents.

The problem

What goes wrong today

Where it usually starts

A specialist agency with four consultants sells tailor-made trips and a programme of fixed-departure holidays.

  • Each enquiry becomes a Word document itinerary, emailed back and forth and revised five or six times, so by the time the client says yes there are three versions in the thread and nobody is certain which one was agreed.
  • The quote is a spreadsheet with flights, hotels, transfers and excursions as rows, each with a supplier reference typed in by hand; a price change from a hotel means re-doing the sheet and hoping the itinerary document still matches.

Where it gets harder

Once booked, the file lives in a folder: passport scans emailed by the client sit in an inbox anyone in the office can open, the payment schedule is a note in the consultant's diary, and the balance due date is missed when the consultant is on leave.

  • Travel documents are assembled a week before departure by printing from six supplier portals and attaching them to an email, and the client telephones to ask whether the transfer voucher was included.
  • Supplier contacts are in each consultant's own phone, so a hotel's out-of-hours number leaves when the consultant does.
  • The website shows last year's departures because updating it means asking the web designer.
  • The consultants are good at travel; the system they work in is a shared drive.

Scope of the service

What the build covers

A custom travel agency build normally covers:

  • A website listing holidays and packages with departure dates Durations and availability the agency updates itself
  • An enquiry flow That captures the brief and lands in a consultant's queue
  • Itineraries built day by day and versioned So every revision is kept and the client sees the current one
  • Quotes assembled from components such as flights Stays, transfers and excursions, each with a supplier, a reference and a cost, so a change to one component reprices the quote
  • A booking file created when the client accepts Holding travellers, the agreed itinerary version, the quote, the payment schedule with deposit and balance dates and the supplier confirmations
  • Restricted storage of passport and traveller details With access limited by role and an audit of who viewed them
  • A client portal where the client sees the itinerary Pays instalments and downloads travel documents when they are issued
  • A supplier contact book shared across the agency
  • Financial protection wording displayed exactly as the agency configures it, because what applies depends on the agency's own arrangements and is never stated by us

How discovery works

Discovery follows two real files from enquiry to return with the owner and a consultant: how the brief is taken, how many itinerary versions a typical trip goes through, how quotes are priced and margined, when deposits and balances fall, how supplier bookings are made and how documents are assembled. Each becomes a named stage in the scope document: enquiry, itinerary draft, quote, booking file, payments, travel documents.

Deliberately out of scope

  • Live flight or hotel booking through global distribution systems, supplier payment runs and accounting. Supplier bookings are made outside the system and recorded in the file with their references
  • Connections to supplier systems are scoped as integration opportunities once we have seen what each exposes

When the scope grows

Scoping scenario

An agency with six consultants, two hundred tailor-made files a year and a programme of forty fixed departures.

That needs

  • Versioned itineraries per file, component quotes with margin visible to the owner only
  • A departure list on the site that the operations manager edits, instalment schedules with reminders
  • A portal where travellers upload passport details themselves

That is a different build from a one-person agency selling fixed packages, and the scope document says so plainly.

Deliverables

What you receive

  • Discovery notes following two real files from enquiry to return, including the current itinerary and quote templates
  • A written scope document naming each stage from enquiry to travel documents, with what is out of scope
  • Design of the itinerary builder, the quote with components, the booking file and the client portal on desktop and phone
  • The build, deployed to your hosting or ours
  • Migration of client records, supplier contacts and open booking files from the current folders and spreadsheets, where relevant
  • Training for consultants, operations and the owner, with a short written guide
  • Handover material and full ownership of the source code and your data

Process

How a project runs

Each stage maps onto the project view in your client panel. Durations are set in your proposal, never on this page.

  1. Onboarding

    Access, contacts and a look at the current itinerary documents, quote spreadsheets, file folders, supplier lists and the website.

    Project stage: Onboarding
  2. Planning

    Discovery with the owner and a consultant over two real files; the itinerary, quote and file structures, data restrictions and the scope document are agreed with a milestone plan.

    Project stage: Planning
  3. Design

    Clickable designs of the itinerary builder, the component quote, the booking file and the client portal, reviewed with a consultant on real trip content.

    Project stage: Design
  4. Development

    Built in stages: listings and enquiries first, then itineraries and quotes, then booking files, payment schedules and restricted traveller data, then the portal and documents.

    Project stage: Development
  5. Client review

    Consultants run a test month on copied files, including a five-version itinerary and a supplier price change, and tell us where the system does not match how they sell.

    Project stage: Client review
  6. Revisions

    Itinerary layout, quote logic, schedule reminders and portal wording are adjusted from the review and re-checked against the scope document.

    Project stage: Revisions
  7. Ready for launch

    Clients, suppliers and open files migrated, payment and reminder flows tested, access restrictions verified, financial protection wording confirmed by the agency, checklist signed off.

    Project stage: Ready for launch
  8. Delivered

    The agency works its files in the new system; optional maintenance and hosting continue under their own agreement.

    Project stage: Delivered

Integrations

Commonly integrated

Systems this kind of business usually asks us to connect. Each integration is confirmed during discovery; none is assumed.

  • Card payment and bank transfer providers for deposits and instalments
  • Email and SMS providers for itinerary links, payment reminders and document notifications
  • Document generation and e-signature tools for booking confirmations
  • Accounting software for client receipts and supplier cost reconciliation
  • Supplier and bedbank systems where an agency already uses them, scoped per provider
  • Mapping services for itinerary routes and day pages
  • Secure document storage for travel documents and restricted traveller data

How we would approach it

Worked example

Concept demo

A six-consultant agency with tailor-made files and forty fixed departures

The situation

An agency with six consultants ran two hundred tailor-made files a year from Word itineraries and quote spreadsheets, kept passport scans in a shared inbox and updated its forty fixed departures on the website by emailing a designer.

Why it is a custom build

This needs a custom build because the versioned itinerary and the component quote must stay in step with each other and with the file, which off-the-shelf agency tools and document templates do not do.

The scope we would propose

  • A departures list the operations manager edits herself
  • An enquiry queue per consultant
  • Itineraries built day by day with every version kept and the client always seeing the current one
  • Quotes assembled from components with supplier references, where a changed hotel cost reprices the quote and margin is visible only to the owner
  • A booking file holding travellers, the agreed version, the schedule and supplier confirmations
  • Passport details entered by travellers through the portal into restricted storage with viewing audited
  • Instalment reminders that do not depend on a consultant's diary
  • Documents issued to the portal with the client notified

Pricing

What affects the price

Every proposal is priced on scope. These are the factors that move it most for this kind of build.

  • Number of consultants and whether files are shared or owned
  • Tailor-made itineraries, fixed departures or both, and how many versions a typical file carries
  • Quote components, margin visibility and multi-currency supplier costs
  • Payment schedules, instalment reminders and the payment provider
  • Restricted traveller data: what is stored, who may see it and for how long
  • Client portal scope: itineraries, payments, document downloads, traveller self-entry
  • Supplier system connections scoped as integrations
  • Hosting choice: your own hosting or ours

FAQ

Frequently asked questions

When is the package enough and when do we need a custom build?

The travel agency package covers listings, enquiries, versioned itineraries, component quotes, booking files, payment schedules and a client portal with configuration. A custom build is the honest answer for connections to supplier or bedbank systems, multi-currency costing, several branches or a bespoke itinerary design. Discovery tells you which before anything is quoted.

How are passport details protected?

Traveller documents and passport details sit in restricted storage separate from the rest of the file, visible only to roles the owner names, with an audit of who viewed them and a retention period the agency sets. Travellers can enter their own details through the portal so scans never pass through email. We describe the controls built; data protection compliance remains the agency's responsibility with its advisers.

Does the system book flights and hotels?

Not by default. Supplier bookings are made in the supplier's own system and recorded in the file with their reference and confirmation. Where a supplier exposes a booking interface the agency already uses, a connection is scoped as an integration once we have seen it.

Who owns the system afterwards?

You do. Source code and data are handed over at delivery; hosting and maintenance are optional and separately agreed, and the system can move to another provider.

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