Track multiple options sent to this client for one trip
Client sees history
💰
Show prices to client
When off, the client sees the full itinerary with prices hidden
Default: ON
✦
Show "Trip at a Glance" on client portal
A condensed one-line-per-leg summary above the full itinerary — collapsible, off by default
Off
✨
Premium Client Portal design
A cinematic, image-led client portal instead of the classic layout — needs a cover photo. Best for signature hotels. (Different from “✦ Premium Document”, which is the printed/PDF layout.)
Off
🖼
Cover photo *
The full-screen hero image the client sees first. JPEG/PNG/WEBP.
✍️
Premium headline (optional)
The big title on the hero — e.g. “The Maldives”. Leave blank to use the destination.
🧮
Show "price per person" on proposal
Total ÷ number of Group Trip travellers — shown to the client under the total
Off
👥
Show cost breakdown per traveller on proposal
Each Group Trip traveller's own assigned amount — shown to the client under the total
Off
Add Service Item
✈ Flight
🏨 Hotel
🎯 Activity / Dining
🚐 Transfer
🚢 Cruise
🛂 Visa / Documents
⭐ VIP Meet & Assist
💺 Seat Selection
🛡 Insurance
💠 Other Charge
Proposal Items (0)
Proposal Status
History
✕ CANCELED
✓ CLIENT CONFIRMATION
✓ Portal package ready — open Finance Suite to generate invoice
✓ Fulfillment
💳 Payment Schedule
Paid in Full
Schedule total:
🛑 Cancellation Terms — shown to client
Built automatically from each service's cancellation policy. Edit the wording freely — this exact text is what appears on the summary PDF and the client portal.
✦ Concierge Card
Concierge destination cards are now linked in Vouchers Studio — open the client's job there, and use the ✦ Concierge Cards panel to activate & choose which cards show in the portal. (Any cards linked here previously still show.)
View & Export
Client View hides net rates & sources. Internal View shows net cost, source, and margin per line. Print always uses the currently selected view.
⇄ GDS / PNR Converter (no API): paste raw itinerary lines from Amadeus, Sabre or Galileo and click CONVERT — segments, route label, dates label, airline name and logos all build instantly. Works fully offline, anywhere.
✈ Flight Search (NEW): Switch to the Flight tab, enter route + date, click SEARCH — Claude pulls all available flights with aircraft, baggage, meals. Click any result to select it. Or use the Galileo tab to paste your GDS entry and Claude enriches it with full details automatically.
⚡ Hotel AI Lookup: type a hotel name and click LOOK UP — Claude fills name, address, rating, phone, website, and description instantly. Add multiple rooms for the same hotel with different categories, dates, and view links.
⚡ FETCH buttons (optional): live web lookup via Claude when you only have a flight number or hotel name. Works inside Claude as-is; on your own website it needs an API key via your backend. The ⇄ converters above need nothing.
TRIP PROPOSAL
Date:
—
Package Name:
—
Add services from the left panel to build the proposal…
Add Traveller
👥 Group Invoices
AI Trip Brief
Describe the trip — Claude fills the form
Describe the trip in plain text — client name, pax count, flights with numbers and times, hotels with room type and meal plan, transfers.
I'll extract everything and fill the proposal form. Prices are always left blank for you.
Ctrl+Enter to parse · Works on new and existing proposals
🧵 Proposal Thread
Client: —
No thread yet. Save this proposal once, then start a thread to track future revisions sent to this client.
⚠ This changes an agreed term
The client has paid in full under the current itinerary
Saving will apply the change and log it to this proposal's history either way — this only confirms you meant to do it.
Confidential — Prepared for client use only
elitetripconcierge.com