Guides for every part of the product, from the first proposal to the assistant.
The mental model, your agency's setup, and the first proposal out the door.
Everything about a trip lives in one record, from the first enquiry to the last invoice. This guide explains the record and the screens around it.
Your details, your branding, your team and your plan. All of it lives in Settings, and most of it can wait until you need it.
From a blank page to a link in your client's inbox: who it is for, the days, the price, and the share button.
Your agency's numbers for the period you pick, the deals in play, who flies next and what is still to collect.
The pipeline, the day-by-day builder, and the page your client sees.
Every open deal as a card on a board. Four fixed columns carry the lifecycle; the columns in between are yours.
One page, day by day. Add rounds, hotels, dining and transfers from your library, and watch the price build itself on Overview.
The page behind the share link: your branding, the itinerary, one package price, and two buttons that keep the deal moving.
Offer the same group two or more versions of the trip in one link. The client compares them as tabs and approves one.
Save a trip you sell often as a template, and the next proposal starts from that structure instead of a blank itinerary.
Phases, the trip tabs, payments and invoicing.
Proposal, planning, confirmed, active, completed. What each phase means, what moves a trip forward, and why moving back is safe.
Overview, Itinerary, Bookings, Payments, Documents. Where each part of the job lives once a trip exists.
What is reserved with each supplier and what it costs you. The supplier side of the trip, kept apart from what the client pays.
Expected payments, what is collected, invoices that freeze when issued, and how currencies and Spanish VAT behave.
Connect your Stripe account and every expected payment gets a link you can send. The traveller pays by card, the money lands in your account, and RoundPlan marks the payment as paid.
Your costs in the trip's currency, your client's price in theirs, at a rate you fix. How each one is used, and what happens when they differ.
Your contacts, the course database, and your own supplier libraries.
The people you sell to: their trips, their preferences, and how to bring an existing client list in from a spreadsheet.
A researched catalog of courses ready to drop into a proposal, plus your own courses, your own rates and your own name for each one.
Hotels, restaurants, transfers and activities, saved once at your rates and reused in any trip.
Upload the rate sheet a supplier sent you. RoundPlan reads it, proposes the entries and the prices, and stops at a review screen before anything reaches your library.
The assistant, your mailbox, your plan and your team.
Why RoundPlan is refusing an action, and what clears it.